Partners

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.

Who we work with

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.

Together

You set the vehicle up. We run it afterwards, so your client leaves formation with administration, accounting and a member portal already in place.

Good fit when: Your clients ask "who runs this now?" the week after incorporation.

Accounting practices

Accountants and auditors serving fund managers, family offices and SPV leads.

Together

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.

Good fit when: Clients bring you spreadsheets at year-end and you rebuild the fund from scratch.

Fund administrators

Boutique and mid-market fund administrators who service other people’s funds.

Together

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.

Good fit when: You want modern tooling behind your service without building it.

Fintech providers

KYC, banking, custody, data, e-signature and reporting providers.

Together

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.

Good fit when: Your customers are fund managers and you want to sit inside their operating stack.
Ways to work together

Three arrangements, scoped to what you can deliver

You can start with one and add others later. None of them requires exclusivity.

01

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
02

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
03

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
How to start

From first message to first client

1
Tell us about your firm

Use the form below. Say who your clients are and where you see the gap.

2
A working conversation

A call with the team to check fit on both sides. No slides required.

3
Agree how we work

Referral terms, joint scope or an integration plan, written down before anything starts.

4
Start with one client

We begin with a real introduction or a pilot, then adjust before scaling.

Straight answers

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.

Not a tiered one. We do not publish commission schedules or partner levels. Each arrangement is agreed individually and put in writing, so it matches what your firm and ours can actually deliver.

Start a conversation

Tell us who you are and who you serve. A member of the team will reply within two business days.

Looking for a product demo instead? Book one here.