Close deals
faster.
Scale.
Five specialised agents covering investment analysis, legal documentation, fund accounting, operations, and executive support — built for institutional standards, with full audit trails. Final authority remains with you.
TABULARUM is software infrastructure for private capital markets. It is not a registered investment adviser, broker-dealer, or fund administrator. Platform tools do not constitute investment, legal, or tax advice. Users remain solely responsible for their regulatory obligations.
Front office and back office.
One platform.
Five specialised agents covering deal origination, investment analysis, fund accounting, legal documentation, and operations.
Screens deal flow, builds institutional-grade financial models, and surfaces opportunities before the market moves.
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Runs waterfall calculations, manages cap tables, generates NAV reports, and handles multi-currency fund accounting in real time.
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Drafts NDAs, LPAs, and side letters across 26 jurisdictions. Cuts legal review from weeks to hours.
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Orchestrates data rooms, investor outreach, KYC onboarding, and cross-team coordination — end to end.
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Schedules across time zones, drafts professional communications, and ensures nothing falls through the cracks.
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work.
From fund launch to investor onboarding — see how five AI agents handle your entire operation in real time.
One deal.
Start to finish.
From fund launch to close — every step automated.
Gaio generates offering documents across 3 jurisdictions. Mila sets up the cap table and fee structure. The fund is live in hours, not weeks.
Lucio screens potential investors, scores them by fit, and builds a prioritised pipeline. Clara sends personalised outreach and books introductory calls.
The investor clicks a link, completes onboarding, and signs subscription documents — all within the platform. Mila models the terms. Gaio handles the NDA.
Clara coordinates final KYC checks, collects signatures, and updates the data room. The cap table is updated as part of the same transaction, with an append-only audit trail.
Government bodies access verified KYC data, beneficial ownership records, and filing history — all with tamper-proof audit trails across 26 jurisdictions.
An LP lists a fund position on the Forum. A buyer expresses interest. Gaio generates the transfer agreement. The cap table is updated on settlement, with regulatory checks logged.
Gaio monitors regulatory deadlines across jurisdictions, auto-generates filings, and flags exceptions before they become breaches. Compliance becomes continuous, not periodic.
Clara provisions an AES-256 encrypted data room, organises documents by category, sets granular permissions per user, and enables watermarked downloads. Provisioning is immediate; access events are logged.
Hours,
not weeks.
Secondaries & primaries.
One marketplace.
A verified marketplace for primary and secondary transactions. List, negotiate, execute — all within the platform.
Frequently asked
questions
Absolutely. Our agent Clara will assist you with the onboarding and migration process. Learn more about Clara.
Yes. TABULARUM is designed to work whether you're raising your first fund or your tenth. The agents draft legal documentation, run compliance workflows, generate fund reporting, and coordinate operations — letting you launch lean rather than standing up a full back-office on day one.
Workspace provisioning is immediate after access is granted. Full readiness depends on KYC/AML clearance, which typically completes in 1–3 business days. No lengthy implementation, no consultants required.
A Tabularum Identification Number is a unique, portable credential assigned to every verified user and organisation. Once verified, your TIN is recognised across every deal, fund, and counterparty on the platform — no repeated onboarding.
26 jurisdictions: English law, Delaware, Cayman Islands, BVI, Luxembourg, Ireland, Jersey, Guernsey, Switzerland, Netherlands, France, Germany, Italy, Spain, Sweden, Denmark, Norway, Finland, Estonia, Lithuania, Singapore, Hong Kong, DIFC, ADGM, Japan, and Korea.
Never. Each organisation has its own encrypted workspace with database-level tenant isolation. Your documents, communications, and data are invisible to other users. We never sell, share, or use your data for any purpose beyond running your workspace.
Traditional fund administration requires multiple vendors, manual data entry, and weeks of turnaround. TABULARUM consolidates legal documentation, fund accounting, operations and investment analysis into a single platform — reducing vendor count and turnaround time, with full audit trails on every action.
Yes. TABULARUM integrates with Xero, QuickBooks, NetSuite, Google Workspace, Telegram, and 40+ other platforms. You can adopt it gradually without disrupting your current workflows. Learn more about Clara, our Operations Lead, for integration support.