Turn your slow processes into a web platform.

We build custom platforms that automate reports, capital calls, investor emails and documents. Specialised in finance, based in Lugano.

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Since 2019in Lugano, Switzerland
5+ platformsin production
48 hoursto a concrete proposal
Investor_report_v7_FINAL(2).xlsxedited 3 days ago
InvestorShareNAVCapital callEmail
Rossi Capital SA12.4%1’204.33250’000to send
Alpine Fund AG8.7%#REF!175’000to send
Geneva Trust SA21.0%1’204.33#VALUE!sent?
Ticino Invest4.3%1’198.1086’000to send
Lugano Partners6.6%1’204.33132’000???
⚠ 42 emails to write by hand, one per investor
⚠ A broken formula and two different NAVs in the same file
⚠ Three versions of the file circulating by email

Lugano, Switzerland

Platforms and websites in production for every kind of business

What actually changes

Times measured on our clients’ processes, before and after moving to the platform.

Personalised investor emails

Preparation, sending and follow-up

5 days5 min

Capital calls

Calculation, notices and data collection

2 days15 min

Users and access

Accounts, permissions, password resets

ManualAutomatic

Data and charts

Dashboards and reporting

ManualReal time

Documents and PDFs

Contracts, reports, statements

One by one1 click

Excel export

Filtered data, always up to date

Copy and paste1 click

One partner, from idea to server

No need to coordinate designers, developers and hosting. We handle everything, with your brand.

Custom web platforms

Investor portals, management systems, dashboards. Built around how you actually work, not a template.

  • User, access and document management
  • Automated dashboards and reports
  • PDF and Excel export in one click
  • Domain, server and maintenance included

Process automation

Emails, capital calls, statements, recurring calculations: what you do by hand today becomes a button, or happens on its own.

Finance and data

We know fund management, reporting and compliance. We speak your language; no need to explain what a NAV is.

All services

How we work

Four steps, one point of contact from start to finish.

  1. Free analysis

    You tell us how you work today. We look at your files and find where time gets lost.

  2. Proposal in 48 hours

    You get a clear plan with features, timeline and cost. No contract until you approve.

  3. Built in stages

    Frequent deliveries: you watch the platform grow and steer it as we go.

  4. Launch and growth

    Domain, server and maintenance are on us. Every two months we update design and features.

Ambitious by nature.

We are a small team of developers with a finance background. You talk directly to the people who write your platform’s code.

Meet the team

Trolltunga, Norway

Platforms already at work

Every project is built around the client’s real needs, and we maintain it.

Apollo IHF

Investment fund

Institutional platform with investor-only access and a bespoke design.

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Dedalo AM

Asset management

Portfolio management and automated reporting for a Swiss asset manager.

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AP Platform

Fund management, advisory

Management and automation of complex business processes, from reporting to communications.

Visit site

See all projects

Still running something important on Excel?

Tell us about the process, even just “we use Excel to manage X”. We analyse it for free and send you a concrete proposal within 48 hours.

Get your free analysis