Every week in that sequence marked “We do this” or “Together” is our professional-services team, and they sit with the engineers who ship the software rather than at a partner firm. That matters at exactly one moment: week three, when the reconciliation turns up something your old system did that no setting in ours covers — a fee structure, a side letter, a waterfall term. At most platforms that becomes a workaround you maintain forever. Here it goes to the roadmap with a stated date, and the fix ships to every fund, including yours.

None of it is mandatory. A fund with clean history and no legacy vehicle can do the whole thing self-serve and never speak to us; services are scoped and quoted per engagement, only when you want the hands on the wheel.

Every collection exports to CSV. The API is open on every paid plan, from Solo up. There is no export fee and no notice period on data access. A platform that keeps customers through export friction is not being chosen, it is being tolerated — and a fund that cannot leave has no leverage at renewal, which is a bad thing to sell people.