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KAP

Kapitalyze

Corporate governance and fund administration, intelligently unified.

Kapitalyze brings AI-driven intelligence to corporate governance, fund administration, and advisory operations. It manages board compositions, NAV calculations, compliance calendars, and investor reporting — all within the ORIS ecosystem.

As a platform product, Kapitalyze shares entity data with every other ORIS vertical. A company that is a client in Kapitalyze might also be an employer in PeopleOS or a donor in Donateazy. The unified entity graph ensures consistent data across all touchpoints.

AI capabilities include automated compliance risk scoring, board meeting minute drafting, NAV anomaly detection, and regulatory filing preparation. Enterprise users get access to frontier models for complex financial analysis.

Features

Board management with composition tracking and meeting workflows
NAV calculation engine with automated reconciliation
Compliance calendar with regulatory deadline tracking
Investor reporting with customizable templates
Fund administration with multi-currency support
AI-powered compliance risk scoring and alerts
Document management with version control
Audit trail and regulatory filing automation

Use Cases

Fund administrators managing multiple AIFs and portfolio companies

Corporate secretaries handling board governance for listed entities

Advisory firms managing compliance for multiple client organisations

Built for

Fund administrators, corporate secretaries, advisory firms, and compliance teams

Start using Kapitalyze today

One account gives you access to Kapitalyze and all other ORIS products. Free tier includes 100 AI credits per month.