The all in one solution for fund and asset managers
Smat Asset Management Solution gives your team one place to list deals, manage investors, share data rooms and take subscriptions, with KYC and granular access control. Your investors get their own portal under your brand.
AMS is free during the closed beta. We send access by email.
Deals, investors and documents in one workspace
One place to store every document, and one tool to track your leads, investors and investments.
Dashboard and analytics
See company and deal metrics, including page views, document engagement, the investor funnel and funding progress.
Deals
List a deal by hand or from up to three PDFs. AMS translates it into other languages automatically, and you send updates to investors by email.
Investor CRM
Keep contacts, organizations, labels and notes in one place. Import from CSV or Pipedrive and see each contact's commitments.
Documents and data rooms
Store, share and e-sign documents. Request files from anyone by link, with a due date and reminders.
Subscriptions
Set the subscription steps for each deal, then accept or reject each commitment. Collect soft commitments before launch.
Investor portal
Investors sign in to a portal with your logo, colors and fonts, and receive email from your own address.
Publisher
Give sponsors a link to submit deals to your team. Each submission arrives as a draft for you to review.
Team roles
Admins, Members and Relationship Managers each see what their role needs. Relationship Managers work their own deals and contacts.
AI where it saves your team time
AI in AMS is off until your firm turns it on. Once enabled, it drafts deals from your documents and answers questions about a single file.
Document chat
Open a term sheet, PPM or subscription agreement and ask questions about it. Answers come from that document.
Deals drafted from your PDFs
Upload up to three PDFs. AI drafts the deal, and you review every field before saving.
Document chat for investors
Investors can ask the same questions about a document you shared with them, inside the investor portal.
Frequently asked questions
Short answers about AMS for fund and asset managers.
What problem does Smat Asset Management Solution solve?
AMS gives your team one place to store every document and one tool to track leads and investments. Your team lists deals, manages investors, shares documents and takes subscriptions in one place.
Who is AMS for?
AMS is for fund and asset managers, private market teams, relationship managers and distributors. Your investors use a separate investor portal under your brand.
What kinds of deals can I list?
You can list funds, debt and equity deals. Each deal has its own information, data room, funding settings and subscription steps, and AMS translates it into other languages automatically.
Can I put my own brand on AMS?
Yes. Investors see your logo, colors and fonts, and receive email from your own address. Custom subdomains are coming soon.
What does AI do in AMS?
AI drafts a deal from up to three PDFs for you to review. Your team and your investors can ask questions about a single document and get answers from that document.
How does AMS handle KYC and access control?
Investors upload the KYC documents you require before they reach their dashboard. You choose who can open each deal and each document, and approve or deny access requests.
Where is my data stored?
Your data is stored and processed in Switzerland.
How much does AMS cost?
AMS is free during the beta. Early adopters will keep a generous free tier.
How do I get started?
AMS is in closed beta. Leave your work email in the form below and we will send access when a spot opens.
Request access to the AMS beta
AMS is in closed beta and free while it lasts. Leave your work email and we'll send access when a spot opens.
We'll only use your email to notify you about beta access and product updates. No spam.