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ProVision for Fund Managers

Ensure you and your counsel are always on the same version

Review updates and track investor documents without losing the history behind them.

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Manage side letters, investors and comment memos

See the latest shared fund version and updates from external counsel

Collaborate with external counsel in your own secure workspace

Create, manage, track and assign obligations across your portfolio

ProVision for Fund Managers is designed to bring structure, transparency and efficiency to fundraising by replacing fragmented email chains, offline mark-ups and excel based trackers with a single, secure platform.

Trusted by leading fund formation practices

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How ProVision works

Collaborate with your external counsel and manage your obligations across your portfolio

ProVision for Fund Managers provides fund managers with a centralised view of the status of obligations, investors, and more, across funds.

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Establish a secure link with your external counsel, across your portfolio

Connect each fund to the relevant firm and work from a shared record in an environment structured for fundraising collaboration.

  • Connect your fund to the relevant law firm

  • See connection status

  • Manage all the funds in your portfolio in a counsel agnostic platform

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Collaborate from the same source of truth

Keep your fund record aligned with counsel while preserving every version that came before it.

  • See your latest version

  • Review version history

  • Keep the source and timing of each update

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Obligation extraction & tracking

ProVision centralises obligation tracking across your portfolio: 

  • A single source of truth where every ongoing obligation is monitored and managed in one place

  • Ownership can be assigned and stays visible on both the law firm and fund manager view of the platform

  • Deadlines can be set and users are notified when a deadline approaches

  • Headings & tags can be assigned to each obligation, and linked to provisions and investors

Obligations are recorded, linked to their source provisions, and tracked through to completion.

Why use ProVision?

Why use ProVision as a Fund Manager

Closer coordination with counsel

Work from connected GP and law firm environments with controlled editing rights and snapshot-based sharing.

Clear ownership and next steps

Assign responsibilities, set deadlines, and see which actions or approvals still need attention.

Always work from the same single source of truth

You and your counsel can collaborate across all the functionalities of ProVision while maintaining strict version control.

Better visibility after closing

Track ongoing obligations, monitor completion, and keep each obligation linked to the source documentation that created it.

One view across your funds

See documentation, MFN activity, obligations, and outstanding actions in one centralised workspace.

FAQs

Clear answers to common questions about ProVision for Fund Managers, its capabilities, and how it fits into legal workflows.

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Track every obligation with ProVision

See how ProVision for Fund Managers connects fund teams with counsel and carries agreed obligations into ongoing fund management.

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