All integrationsDeal pipeline & investors

Titleman and Allvue

On request: we connect Titleman to Allvue for your team.

What the connection would cover: Fund accounting and investor data.

What the pairing would give

  • Once the connection is made, deals and investor records from your pipeline would reach Titleman without retyping.
  • An analyst would screen or underwrite a deal with the details the team already entered.

An example workflow, once the connection is made

  1. InputA deal or a fund record in Allvue.
  2. TitlemanTitleman would read its details, view only, and start the work from them.
  3. OutputScreening, valuation or underwriting on that deal, tied back to its record.

Request this integration

Every integration is set up on request. Tell us what you would use Allvue for and the team will write to you.