Portfolio
Management

Our Portfolio Management Technology allows you to manage investment structures while tracking all transactions throughout your entire structure and automating repetitive accounting tasks.

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 Making the complex. Simple

Data Sources

LemonEdge is designed to integrate seamlessly with any other 3rd party system - legacy, or modern. We have a suite of technologies that allow you to easily customise retrieving data from other systems including being able to map, transform, validate, and review that data. Leveraging our platform capabilities you can always use our API to integrate into other systems including their API's as well.

See here for more info on our Data Integration technologies

Key Features:

  • Aggregate data across strategies, portfolios and asset types

  • Integrate 3rd party data from any feeds or APIs

  • Configure alerts and notifications

 
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Investment Structures

Key Features include:

  • Underlying Assets with Hierarchical Structure

  • SPVs

    • Look Through

    • Non-Look Through

  • Auto-Nav Processes

  • Hedging Processes

 

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Portfolio Monitoring

Easily streamline the collection of portfolio company data across multiple disparate data sets.

Key Features:

  • Leverage our Data Integration tool suite to ensure you can easily automate pulling portfolio data automatically into the system

  • Utilise our Web Front End to provide underlying portfolio companies with a portal to enter portfolio data with

  • Easily configure transformations, calculations and validations

  • Benefit from our Platform approach to be able to easily extend and customize the functionality to capture and process all the data according to your proprietary approach

 Custom Waterfall Technology