Access follows the data.
Rights defined once. Inherited by every application and agent.
Manage more assets with the same team.
Accelerate LP onboarding and simplify fund operations. Your agents verify. Your team decides.
Keep your PMS and CRM. dibby connects your data and automates the workflows around them.
Book a discovery callBuilt by private equity professionals.
- Investors
- 3
- Incomplete
- 1
- Ready
- 1
Investor A1 document missing
Investor BUnder review
Investor CReady for approval
Beneficial ownership declaration required.Investor A · Sam · Compliance
SOC 2 Type IIProcessed in the EUNever used for training
Trusted with the work
that has to be right.
that has to be right.
The work behind every fund, connected.
From investor onboarding to capital calls and reporting, build applications around the work between your systems. Start with the process that takes too much manual effort.
Keep your PMS and CRM.
LP onboarding & KYC
Collect documents, check investor policies and flag what’s missing before it holds up a subscription.
What comes in
Investor documents and subscription forms
What your team gets
A complete record of each investor’s onboarding
Underlying fund capital calls and distributions.
Ingest notices from underlying funds, validate the terms and reconcile them with fund accounting.
What comes in
Notices, fund terms and accounting records
What your team gets
Reconciled terms, with exceptions ready for review
Portfolio reporting
Extract and normalise metrics across portfolio companies, with sources attached.
What comes in
Portfolio reports and company documents
What your team gets
Comparable metrics, linked to their source
LPAs & side letters
Turn rights and obligations into structured terms, linked to the source document.
What comes in
Fund agreements and side letters
What your team gets
Terms your team can find, check and track
Inbound deal flow
Structure and qualify incoming opportunities in your CRM.
What comes in
Incoming emails, decks and deal documents
What your team gets
Opportunities organised for your team to assess
ESG reporting
Collect consistent metrics across your portfolio companies.
What comes in
Company disclosures and ESG questionnaires
What your team gets
A shared view of portfolio ESG data
In the words of our customers>70%
operational time saved
dibby operational results
“dibby understands the operational realities of private equity and transaction services, where large volumes of documents must be processed quickly without compromising accuracy and governance.”
Control is part of the architecture.
Explore enterprise controlsActivity log
Every action leaves a trace.
People and agents. One complete, exportable history.
Deploy in your VPC.
Run dibby in your own AWS, Azure or Google Cloud environment.
Single sign-on
Your existing identity provider.
Roles and permissions
Define access by user, role or group.
SOC 2 Type II
Independently audited.
Your data stays yours
EU processing. Never used for training.
A history you can account for.
Who did what, when, on which record. People and agents, in one exportable trail.
Every identity
Access follows the user or agent, down to each row and column.
Every decision
Checks, changes and human approvals are recorded as they happen.
Ready for review
When an audit asks for evidence, export the trail from the process.
Built for the requirements of regulated operations.
Access and audit rights, subcontracting transparency, exit assistance and termination rights are addressed in the agreement.