GXE provides an integrated platform for private asset management, serving investors, fund managers, and family offices. The platform streamlines operations through unified tools for onboarding, registry management, accounting, and tax compliance. It offers real-time portfolio visibility and secure data sharing to manage the entire fund lifecycle from setup to asset liquidity.
Funding
$3.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Managing private assets involves significant operational friction, a lack of real-time visibility, and complex compliance requirements across the entire fund lifecycle. This fragmentation hinders efficiency for investors, fund managers, and family offices, impacting everything from initial setup to asset liquidity.
Solution
GXE offers an integrated platform designed to streamline the management of private and unlisted assets. The system provides real-time data visibility and automates key workflows, encompassing investor onboarding, portfolio reporting, accounting, and compliance. By centralizing these functions, GXE enables users to focus on strategic investment decisions and investor relations while ensuring operational efficiency and regulatory adherence. The platform supports the complete fund lifecycle, from formation through to asset realization.
Target Audience
The platform serves investors, fund managers, and family offices involved in managing private equity, venture capital, property, credit, debt, and social impact funds.
Features
- Digital investor onboarding with automated compliance checks and rapid processing.
- Centralized portfolio reporting dashboard displaying performance, valuations, and key metrics.
- Integrated accounting and tax engine for financial operations and audit preparation.
- Secure investor portal for tracking investments, viewing performance, and managing tasks.
- Comprehensive regulatory and compliance management for legal, tax reporting (ATO, CRS, FATCA), and licensing obligations.
- Secure data room for document sharing with internal teams, investors, and third parties.
- Workflow management for escrow, payments, allocations, and book-building processes.
- Fund registry functionality for managing securities, transactions, capital raises, and investor communications.