ROYC provides a cloud‑native, white‑label operating system that automates the full private‑markets lifecycle, from fund structuring and digital onboarding to subscription, reporting, and ongoing investor servicing. The platform includes built‑in KYC/AML compliance, API integration with CRM and core banking systems, and real‑time analytics, enabling general partners and wealth‑management firms to launch and distribute private‑market vehicles in weeks.
Funding
Funding not disclosed
Founders
Product
Problem
Private market investment programs require extensive manual processes for fund formation, regulatory compliance, investor onboarding, KYC/AML checks, and ongoing servicing. These fragmented workflows increase operational costs, slow time‑to‑market, and limit the ability of General Partners and wealth managers to scale distribution across multiple channels.
Solution
ROYC delivers a cloud‑native, white‑label operating system that unifies the entire private‑markets lifecycle—from fund structuring and digital onboarding to subscription, reporting, and long‑term investor servicing. The modular platform lets firms launch feeders, evergreen vehicles, SPVs, and parallel structures in weeks, while embedded compliance engines automate KYC/AML and eligibility checks. Integrated distribution enablement tools provide a single digital gateway for private banks, advisors, and platforms, with real‑time analytics and share‑class customization. APIs and webhooks connect the system to CRM, PMS, and core banking suites, eliminating manual reconciliation. Built to institutional standards, the solution offers ISO/IEC 27001 certification, GDPR compliance, and end‑to‑end encryption, ensuring secure, audit‑ready operations at scale.
Target Audience
Primary customers are General Partners and asset managers seeking fast fund launch and global fundraising, and wealth‑management institutions—including private banks, multi‑family offices, and advisory platforms—that need to digitize private‑markets offerings and scale distribution.
Features
- White‑label operating system with role‑specific portals for investors, advisors, and operations, supporting pre‑trade, trade, and post‑trade workflows.
- Rapid fund‑structuring engine that launches feeders, evergreen funds, SPVs, and regional wrappers in weeks, handling regulatory filings and service‑provider coordination.
- Digital distribution engine that onboards private‑bank and advisory partners, manages nominee workflows, and provides placement analytics and custom share‑class setups.
- Integrated KYC/AML and eligibility verification with audit‑ready controls and automated document ingestion using AI‑driven data extraction.
- Secure, cloud‑native architecture on AWS with auto‑scaling, high availability, and API/webhook connectivity for seamless integration with existing tech stacks.
- Enterprise‑grade security: ISO/IEC 27001:2022 certified, GDPR‑compliant, AES‑256 at rest, TLS 1.3 in transit, and role‑based access controls.
- Embedded AI modules for document processing, chatbot‑based knowledge retrieval, and intelligent reporting dashboards.