Automate manual tasks and accelerate your workflows from weeks to days.
Streamline operations, minimize overhead, and free resources for strategic initiatives.
Unify investor information and reporting in one secure platform.
Automate subscriptions, capital calls, distributions, cash reconciliation, and other fund operations
Generate, send, and sign documents digitally in minutes
Set up automated emails, and reminders for LPs and your team
A suite of self-serve tools designed to save time and money
Access live, centralized fund data to make decisions with confidence
Track fundraising progress with dynamic dashboards and real-time insights
Align your Finance, Investment, Operations, and Investor Relations teams with shared data for better collaboration
Rigorously stress-tested to handle anomalies and exceptions
Give your LPs access to a modern, interactive investor portal designed for clear communication
Ensure a consistent branded experience with a whitelabeled suite of LP-facing tools
Simplify investor-facing processes with intuitive, self-serve solutions
Ensure secure and seamless document and data sharing
Get full ownership of your platform with a dedicated database
Sensitive data is protected with bank-grade encryption
Control access to data with advanced user permissions
Proven to support large transaction volumes and complex investment structures
Designed by a chief Compliance Officer
Never miss compliance requirements with auto-reminders
Stay organized with built-in activity logs and audit support tools
Supports Exempt Market Dealer (EMD) license requirements
Brio is a comprehensive LP management system: a robust back-office platform and investor portal that spans the entire LP management lifecycle. From deal marketing and LP onboarding to compliance, subscriptions, capital calls, and beyond, Brio simplifies and automates the operations that keep your fund running smoothly.
Purpose-built for GPs
Brio was initially built as an internal tool for a GP, so we genuinely understand your day-to-day challenges. Our platform tackles real operational challenges and opportunities that we’ve faced in fund environments for nearly a decade.
Proven Track Record
We’ve refined Brio through daily use over the years, making it a reliable, stable solution. Brio has been stress-tested with many edge cases, and has completed many fund cycles from beginning to end.
Ongoing Innovation
We're an entrepreneurial team at heart. This means we’re committed to keeping Brio flexible and up-to-date with the evolving needs of the market. As regulations change and investor expectations shift, our platform will adapt and ensure you always have the best tools at your fingertips.
Customer-Centric
We built Brio around the real challenges GPs face in complex, high-stakes and time-sensitive situations. Our dedicated team is here to support you along the way.
Brio is designed for private equity, venture capital, real estate, or multi-strategy firms. If you manage alternative assets for multiple investors and want to scale, Brio is for you.
No, Brio is an independent company. Originally built as an internal tool at Brightspark, it has since evolved into a standalone platform serving alternative asset managers across North America. The founding team that built Brio from the ground up transitioned from Brightspark, bringing deep industry expertise and firsthand experience in solving the complexities of fund management.
Yes. Your data lives in a dedicated database and is encrypted with bank-grade security. We protect access with two-factor authentication, detailed user permissions, and robust auditing capabilities. Regular security testing ensures your data stays safe, and only authorized users can see what they need to.
Absolutely. Over the past eight years, we’ve rigorously tested Brio in with a wide range of real world edge cases - including SPVs, evergreen funds, feeder funds, and unique LP arrangements. Our system is built to handle even the complex edge cases with confidence and precision.
Yes, Brio integrates seamlessly with leading fund administrators, e-signature platforms, cloud storage services, team communication tools, and more. Need a custom integration? Let us know, and we’ll work with you to ensure Brio fits your existing tech stack.
Brio is a venture-backed fintech company based in Toronto and Montreal. We are on a mission to empower alternative asset managers with seamless technology that transforms operations and drives growth.