Platform overview

One governed operating model for the work behind private capital.

Capital Blueprint OS connects master records, operational workflows, controls, documents, communication and reporting so context is preserved from source to stakeholder.

Business architecture

Connected at the record. Governed through the workflow.

The platform creates a shared operational context across three participant experiences, a connected workflow layer and a controlled foundation.

Control travels through every layer
Participant experiences
Operations workspace
Investor portal
Platform control
Connected workflows
Funds & investors
Accounting & NAV
Compliance & reporting
Governed foundation
Identity & permissions
Entities & ownership
Documents, data & audit

Operating chain

Trace the work, not only the outcome.

The same record remains identifiable as it moves through source, validation, approval, publication and evidence.

Stage 01

Set up

Establish funds, entities, ownership, share classes, providers, policies and reference data.

Connected example record

Meridian Private Credit II · EUR · Luxembourg

Owner setEvidence linkedHistory retained

Designed to evolve

Enable capability without creating another island.

Tenant entitlements and dependencies provide a controlled way to activate the operating model a business needs while keeping identity, data, documents, audit and governance connected.

Shared foundation

Identity, entity, ownership, document, data and audit patterns remain consistent.

Workflow depth

Specialised operating sequences preserve the context behind each action.

Governed expansion

Module activation can be controlled through entitlement and dependency concepts.

Capital Blueprint

Bring your operating chain into one controlled context.

Explore how funds, investors, accounting, compliance, data and reporting can work as one connected operating model.

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