Capital calls, NAV production and investor (LP) onboarding are the highest-consequence recurring processes in fund operations — and the ones most often run on spreadsheets, email and manual checklists. Automating them well means orchestrating each end to end across your systems and team, not bolting a script onto one step.
Next Matter runs each as a single governed flow: it connects your ledgers, fund accounting systems, KYC providers and data rooms through native connectors and a typed API, automates the repetitive steps with AI where it helps, enforces maker-checker (four-eyes) approvals where required, and captures a complete, timestamped audit trail. Exceptions and reconciliation breaks are handled in the same flow.
Fund administrators run exactly these processes on Next Matter — Ocorian operates global fund and investor operations with 300+ specialists — and because governance and audit are built in, the work is defensible to regulators and depositaries by default.
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