Incentive compensation services for asset managers

Our platform streamlines carried interest administration by digitising document creation, LPA signatures, point allocations, reallocations, vesting schedules and related transactions, eliminating spreadsheets and reducing key risks such as manual calculation errors, key-person dependency and lack of transparency. 

Our GP co-investment platform transforms the participant and sponsor experience for plans where firm members invest alongside the firm’s investors, with or without firm-provided leverage, providing clear visibility into investment performance. 

Our automated Carry Waterfall Calculation Engine offers GPs a flexible and auditable solution for one of a firm’s most critical calculations. Featuring a clear, user-friendly interface, it integrates seamlessly with fund accounting systems and supports multiple waterfall models, including European, US, and hybrid. The engine models preferred return impacts and generates outputs for both realised and unrealised carry. 

Our team manages the full award lifecycle, including employee benefit trusts (EBTs). From acceptance and investment selection to vesting, distribution and payout, all while keeping your team in control and supported by purpose-built technology and experienced administration. As plans become more complex, we handle recordkeeping, reporting and regulatory obligations. Each mandate is tailored to your programme, with participants able to view awards, balances and vesting schedules online, while your teams benefit from real-time governance, compliance and reporting oversight.

We provide fully managed plan administration for a range of share plans, including but not limited to MEPs, LTIPs, RSAs, RSUs, Phantom plans and options, and help you establish holding vehicles to operate them. We manage the full lifecycle of each plan—from onboarding and grant management to vesting, transfers and ongoing compliance.  

Beyond fund-level incentives, our equity capabilities also extend to portfolio companies, where we support the administration of their MEPs, aligned to PE ownership and exit objectives.   

User-friendly technology provides 24/7, single-platform access to:  

• Portfolio companies (and their advisors if required)
• Private equity sponsors - allowing them to consolidate their portfolio companies’ plans  
• Plan participants - providing them with access to holdings, reports and documents  

Our platform helps employees to better understand and value their rewards. It provides fully digitised and up-to-date compensation statements that can be customised to reflect unique plans and benefits, enable year-over-year comparisons and track participation in carry and co-invest programs. Plan sponsors can release reward statements at the right time, with flexible display options and intuitive reporting tools.