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Say you run Northbridge Capital, a small manager raising its second logistics fund. Today the deck lives in a shared drive, LP interest lives in a spreadsheet, and subscription forms go back and forth by email until someone loses track of version four.
Smat Asset Management Solution puts that work in one place. You list the fund as a deal, keep your investors and leads in the CRM, store the data room next to the deal, and let investors subscribe online. Your team works in the manager portal. Your investors work in their own portal, under your brand.
Northbridge Capital is a made-up firm. We use it across the AMS docs so the examples read like real work.
Who signs in
Everyone in AMS belongs to a Company, which is your firm. There are four kinds of people.
An Admin sets up the Company and can do everything in the manager portal.
A Member is a teammate who runs the day-to-day work. They list deals and keep them up to date, manage leads and contacts in the CRM, and track investments as commitments come in. At Northbridge, the analyst who keeps the fund page and data room current, logs every new LP conversation, and follows each subscription through to the end is a Member.
A Relationship Manager brings in commitments. They work with investors on your deals, or on deals from partner firms, without running the rest of the Company. At Northbridge, the partner who chases commitments for the fund is a Relationship Manager.
An Investor only sees the investor portal. They read the deals you shared with them, subscribe, and sign documents. They never see your CRM or your other investors.
Where the work happens
Most of your time goes into the manager portal. That’s where you create deals, manage contacts, upload documents, and review subscriptions.
Investors use the investor portal. It shows only what you shared with them, and it carries your logo when you set up your branding.
Two smaller pieces sit around those. A public deal page is a link you can send to someone without an account, showing only what that deal allows. The publisher lets outside sponsors send you new opportunities.
Your first week
Most teams start the same way. Create the deal, then add the people, then open it up.
- Create your first deal and upload the deck. See Deals.
- Add the investors you already talk to. See Add a contact.
- Share the deal with a short list before going wider. See Share a deal.
- When you’re ready to take money, turn on subscriptions. See Subscriptions.
If you’re an investor and someone sent you here, skip all of that and go straight to the investor portal guide.