The Strategic Hub for Your Investment Portfolio
Professional investment management software built for real-estate operators, private-equity firms, family offices, and capital-partners to monitor performance, streamline workflows, and scale intelligently.
Why Choose Booking Ninjas
Booking Ninjas delivers the visibility, control, and automation you need to manage complex portfolios across asset classes, geographies, and stakeholders.
Centralize Your Data
Unify asset details, LP commitments, valuations, cashflows, waterfall outputs, and investor distributions in one system of record.
Automate Critical Workflows
Generate and send capital calls, distributions, approval flows, and investor communications—automatically and error-free.
Scale With Confidence
Support multi-fund, multi-asset, and multi-entity structures with a flexible global platform that grows with your investment strategy.
Core Features
Comprehensive investment management capabilities built for asset managers, PE firms, and family offices.
Portfolio Dashboard
Gain real-time visibility across your entire portfolio. Track NAVs, IRRs, fund-level performance, risk metrics, and asset KPIs from a single dashboard.
Capital Call & Distribution Automation
Automate capital calls and distribution workflows with one click — including approvals, document generation, banking integrations, and investor notifications.
Investor Portal
Give LPs transparent access to commitments, calls, distributions, performance reports, and documents — all fully branded and secure.
Asset & Fund Lifecycle Management
Manage acquisitions, dispositions, hold periods, depreciation, revaluations, fund closings, and waterfall calculations — all in one system.
Audit-Ready Compliance
Ensure operational integrity with audit trails, version control, role-based access, and regulatory compliance support (AIFMD, SEC, and more).
Built on Salesforce
As a Salesforce ISV partner, Booking Ninjas delivers enterprise-grade stability, security, scalability, and seamless integrations.
What You Can Do With It
Simplify operations, enhance visibility, and scale your investment workflows with a unified, automated, and analytics-driven platform.
Consolidate
Bring together all your funds, assets, investors, and performance data into one unified platform for total visibility.
Automate
Replace spreadsheets and manual email workflows with full automation for capital calls, distributions, dashboards, and investor communications.
Scale
Add new asset classes, geographies, and funds without rebuilding processes — confidently grow your investment operations.
Insights
Use real-time analytics to identify under-performing assets, optimize capital deployment, and keep investors informed with confidence.
Ideal For
Designed for investment organizations that require visibility, control, and scalable operations across complex portfolios.
- Real-estate developers
- Alternative-asset managers
- Private-equity firms
- Family offices
- Infrastructure funds
- Real-estate operators
- Capital-partner groups
- Fund administrators
- Institutional investors
- Any organization seeking control over complex investment operations
See It In Action
Let us walk you through how Booking Ninjas Investment Management streamlines your workflow, reduces manual effort, and delivers actionable insights.
Frequently Asked Questions
What is investment management software?
Investment management software centralizes asset data, automates fund workflows, manages investors, and provides analytics for real estate firms, private equity funds, and investment companies.
What does investment portfolio management software do?
It tracks portfolio performance, manages cash flows, automates valuation updates, and gives managers real-time insight into asset and fund performance.
Does Booking Ninjas offer an investment fund management solution?
Yes. Booking Ninjas provides investment fund management software that supports capital calls, distributions, investor portals, and full fund lifecycle management.
Is this system an investment management platform built on Salesforce?
Yes. The entire investment management solution is native to Salesforce, benefiting from enterprise security, automation tools, and powerful integrations.
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