Multi-Strategy Platforms

Your ecosystem doesn’t fit in one box. Your software shouldn’t either.

Most fund administration platforms are built for single-strategy vehicles. Easefolio was designed from day one for strategies that span asset classes: private equity alongside crypto, real estate next to public equities, credit paired with venture.

Every

Asset class in one ledger

Per investor

Ownership of each asset

Live

Reporting with lock dates

All solutionsMulti-Strategy Platforms

Why platforms choose Easefolio

Full visibility without juggling multiple systems.

Many sleeves, one book

Track performance across asset classes in a single view, with the accounting treatment each sleeve requires.

Who owns which assets

Track which investor owns which assets across funds and SPVs, delivered in real time.

Tax across strategies

Crypto tax-loss harvesting and optimized lot treatment alongside securities and private holdings, structured for K-1 delivery.

Consolidated investor reporting

One portal regardless of underlying strategy, with optional lock dates for weekly, monthly, or quarterly publication.

Designed for complexity

One source of truth for front, middle, and back office.

Portfolio managers, operations teams, and investor relations work from the same ledger. No toggling between platforms, no reconciling conflicting data across systems, no separate stack for the crypto sleeve.

  • Track performance across asset classes in a single view
  • Crypto tax loss harvesting and optimized lot treatment
  • Consolidate investor reporting regardless of underlying strategy
  • Live LP portal with optional lock dates
  • Full visibility without juggling multiple systems

Questions

Common questions about multi-strategy platforms.

Can one investor hold positions across several sleeves?

Yes. Ownership is tracked per investor per asset, so an LP in two funds and an SPV sees all of it in one portal.

How do you handle different NAV cadences per strategy?

Lock dates are configured per fund. A liquid sleeve can publish weekly while a private sleeve publishes quarterly, from the same ledger.

What about legacy platforms like Allvue or eFront?

They are serious institutional engines with consultant-led implementations and enterprise contracts. Easefolio delivers multi-asset capability with onboarding in days and transparent pricing. See the comparisons.

Get started

See your platform in Easefolio.

Bring your sleeves and your investor structure to a demo. We will show you how it all fits in one ledger.