Purpose-built AIF SaaS platform for SEBI-registered Category I & II funds in India. Automate digital investor onboarding, capital calls, and investor servicing — on your own branded LP portal.
A short walkthrough that traces a real investor from digital onboarding, through capital call notices, to viewing statements in the portal.
KapitalNex focuses on investor onboarding, communications and servicing – and plays nicely with the rest of your stack instead of trying to be an accounting system or back-office RTA. As an AIF SaaS platform built for India, it acts as a dedicated AIF investor servicing software for AIFs without replacing your core fund accounting tools.
A guided journey for HNIs, family offices and institutions – with your own logic and checklists.
Create, approve and issue calls in one place – with per‑investor amounts and clean communication trails.
A branded LP portal that lives on your domain, powered by the KapitalNex engine.
Designed specifically for lean teams that want institutional workflows without enterprise complexity.
Launching Category I or II funds and need a structured, compliant workflow from day one.
Moving away from Excel and email-based workflows into a structured, auditable system.
Onboarding a growing investor base with repeat capital calls that demand consistency.
Deliver an institutional-grade AIF LP portal India on your own domain with full control.
Different teams care about different things. KapitalNex gives each of them clarity without forcing everyone into the same screen.
Standardise how funds and deals are presented to investors, cut down on manual follow‑ups, and get a single view of commitments and calls.
Use KapitalNex as the investor‑facing layer while keeping your existing admin / accounting stack unchanged in phase one.
Provide a digital experience for investors while retaining control on how allocations, calls and reports are shown.
In phase one, KapitalNex can run as a stand‑alone investor servicing layer. Over time, it can integrate with your admin, accounting or RTA systems – without forcing a big‑bang change.
Start with digital onboarding, capital calls and investor portal, while keeping your existing fund accounting and admin tools as‑is.
Bring in reference data from your admin / RTA systems, or push call details back out, once everyone is comfortable with the flows.
Investors see your URL and branding; KapitalNex runs behind the scenes as the workflow and data layer.
Along with the product, we share practical checklists and templates your operations, legal and technology teams can use to roll out the new flows.
Concrete checklists that map your current spreadsheets and email flows into KapitalNex screens and tasks.
Short email templates and one‑page explainers to introduce the portal to your investors without overwhelming them.
A realistic view of what can be done in phase 1 vs later phases, with clear APIs and data boundaries.
The sweet spot between manual chaos and enterprise-heavy platforms.
| Excel & Email | Large RTA Platforms | KapitalNex |
|---|---|---|
| Manual tracking, version confusion | Enterprise-heavy setup | Designed for lean AIF teams |
| No real audit trail | Complex change management | Role-based access & audit logs |
| Fragmented investor experience | Rigid workflows | Branded investor portal |
| Hard to scale across funds | High cost and long onboarding | Quick deployment + modular scale-up |
Common questions about AIF software, compliance, and fund operations in India.
KapitalNex supports Category I and II AIFs in India with workflows aligned to SEBI requirements, including onboarding and capital call tracking.
Yes. The system is built for Indian AIF structures and supports operational workflows for both fund categories.
Fund managers can generate capital calls, notify investors, track drawdowns, and monitor payment status through a centralized dashboard.
Yes. The AIF digital investor onboarding module supports document uploads, structured profiling, and workflow-based verification.
Investors receive access to a secure AIF investor portal to view commitments, capital calls, and fund documents.
Yes. KapitalNex is a cloud-based AIF SaaS software, delivered as a hosted platform so fund teams can get started quickly without any on-premise infrastructure.
Secured & Certified Infrastructure
Cloud Infrastructure
SSL Secured
VAPT Tested · Astra Security
A short call where we walk through how you handle onboarding, KYC and capital calls today – and show where KapitalNex can take work off your team.
This helps us prepare a relevant walkthrough rather than a generic demo. We typically respond within one business day.