Simplify investor onboarding, from paperwork to partnership

Automate investor onboarding with structured data, fewer errors, and zero manual re-entry.
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Your fund data history imported. not rebuilt.

Switching platforms shouldn't mean starting from zero. Orca ingests your fund's full historical data - performance, portfolio, investors, cash flows - in a single structured process. No manual re-entry. No lost track records.
AI Backed Fund Performance History Upload
All prior period performance data is loaded at once via a single bulk Excel upload – and system automatically knows where to allocate every vintage, every vintage period, every round supported by Orca’s AI.
Portfolio Details & Results
Portfolio company records and performance results come in through the same streamlined AI-backed excel bulk process. No per-company manual input.
Investors
Investors data are uploaded in one pass - so your LP records are accurate from day one on Orca.
Portfolio Cash Flows & Structure
Portfolio-level cash flows are loaded, and company structures are built automatically from CAP table and AOA - no manual configuration.

Four uploads. Full history.
Operational from day one.

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Not looking to handle the migration yourself?

Orca's fund administration team can take care of everything
your data in
your platform
ready to use
You just show up
Premium onboarding

Frequently asked questions

Everything you need to know about Orca
What types of funds and structures does ORCA support?
Orca is designed to seamlessly integrate with any fund structure, making it ideal for venture capital, private equity, and other complex fund models. This includes multi-fund setups, SPVs, co-investments, etc with full support for cross-fund transactions.
How does Orca automate ongoing fund operations?
Orca streamlines and automates the entire lifecycle of funds - from incorporation to liquidation. Key operations such as automated capital account management, P&L, balance sheets, cash flow, and performance metrics (IRR, TVPI, DPI) are fully integrated into the platform. Orca also generates audit-ready outputs, and automates the distribution of notices, quarterly reports, LP letters, and more. This level of automation reduces manual errors and increases operational efficiency.
How does Orca’s Investor Portal stand out from the rest?
Our Investor Portal is built with the highest standards of security and usability in mind, offering one of the most intuitive and secure user experiences available. With advanced features such as digital performance reports, capital calls, and digital capital accounts, the portal allows investors to access and interact with their fund data in real time.
How secure is the platform, and how is sensitive investor/fund data protected?
Orca undergoes annual penetration testing to ensure compliance with the most stringent security standards, including GDPR regulations and SOC II certifications. Our in-house CISO oversees all security protocols, while our dedicated SOC team works 24/7 to monitor system logs for any anomalies.
What onboarding and data migration support do you provide?
Each client receives a minimum 10 hours of personalized training and support. We also utilize advanced AI-driven tools to facilitate quick and efficient data migration, ensuring a seamless transition to Orca. Our dedicated learning hub provides detailed explanations and tutorials for every aspect of the platform, allowing your team to get up to speed quickly and make the most of Orca’s capabilities.
How does ORCA drive efficiency and growth throughout every stage of my fund’s lifecycle?
From simplifying the onboarding process to automating reporting and compliance, Orca enables you to manage your portfolio with greater precision. Automated KPI collection and AI-driven performance analysis provide deep insights, while advanced AI-powered portfolio analysis enhances decision-making. Digital tools further streamline investor communications, ensuring seamless document distribution and a superior LP reporting experience.

One platform,
all the solutions.

Your life just got a whole lot easier.
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Interested in learning more about Orca?
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