Work with aama.io to serve fund managers better.
Fund managers, SPV leads and family offices rely on specialists around them: the firm that forms the vehicle, the accountant who signs off the books, the administrator who services investors, the tools in between. We work with those specialists on referrals, joint solutions and integrations.
Four kinds of partner
Each sits at a different point in a fund or SPV's life. Pick the one closest to you; we will work out the rest in a conversation.
Fund-formation firms
Law firms, corporate secretaries and VCC set-up specialists who incorporate funds and SPVs.
You set the vehicle up. We run it afterwards, so your client leaves formation with administration, accounting and a member portal already in place.
Accounting practices
Accountants and auditors serving fund managers, family offices and SPV leads.
Your clients keep their books on a fund-grade ledger with NAV and IFRS-ready statements, and you work from records that are already structured for review.
Fund administrators
Boutique and mid-market fund administrators who service other people’s funds.
Run your client funds on Fund Administration and Fund Accounting, with the investor portal under your own brand. Refer clients whose needs fall outside your service.
Fintech providers
KYC, banking, custody, data, e-signature and reporting providers.
Integrate through our REST API, or build a joint workflow where your product handles one step and aama.io handles the fund record around it.
Three arrangements, scoped to what you can deliver
You can start with one and add others later. None of them requires exclusivity.
Referral arrangements
You introduce a client who needs fund administration or accounting software. We handle the conversation and keep you informed.
- Warm introductions, not cold lead lists
- Referral terms agreed in writing before the first introduction
- No exclusivity required from either side
Joint solutions
We package your service and our platform into one offer for a defined client type, such as a first-time SPV lead or a new VCC.
- One engagement for the client, two specialists behind it
- Scope and responsibilities written down per offer
- Shared content where it helps both audiences
Integrations
Connect your product to the aama.io platform so fund data and your service move without re-keying.
- REST API for fund, investor and commitment data
- Scoped per use case, starting with a working conversation
- Technical contact on our side from the first call
From first message to first client
Use the form below. Say who your clients are and where you see the gap.
A call with the team to check fit on both sides. No slides required.
Referral terms, joint scope or an integration plan, written down before anything starts.
We begin with a real introduction or a pilot, then adjust before scaling.
What we do and do not offer
We would rather describe the arrangement accurately than oversell it. If something here does not fit how your firm works, say so in the form below.
Start a conversation
Tell us who you are and who you serve. A member of the team will reply within two business days.