01Investor Onboarding
Onboard investors in days, not weeks.
Send a secure invite and investors complete their profile, entity details and documents online, with every step tracked in one pipeline.
- Branded digital onboarding for individuals, trusts, entities and IRAs
- Entity documents and beneficial owners collected once
- Live pipeline from invite to ready-to-close
- Investor profiles reused for every future offering
02Capital & Distributions
Call capital without rebuilding the investor list.
Create capital calls from investor commitments, calculate each investor’s amount, issue notices and track funding status from one fund record.
- Calculate calls by investor and ownership
- Generate and publish capital call notices
- Track funded, pending and overdue contributions
- Maintain a complete history against each capital account
03Investor Portal
Subscribe to new offerings without the paperwork chase.
Investors review an open offering, choose an amount, sign subscription documents and fund, all in the portal using the profile they already completed.
- Open offerings with amount raised and remaining
- Profile, entity and accreditation details pre-filled
- Subscription documents eSigned in the portal
- Funding by ACH or wire, tracked through to close
Ask PyxisInvestors ask. Pyxis answers.
Investors ask about their own distributions, capital calls, K-1s and performance in plain English, right in the portal. Every answer comes from their records and is cited to the source document, so your team fields fewer emails.
See Ask Pyxis in a Demo
Ask Pyxis.Connected to the rest of Pyxis
Deal Management
Acquisitions and dispositions post straight to investor capital accounts.
Property Management
Property actuals roll up to the fund, so investor reports match the assets.
Secure by Design
Multi-factor authentication (MFA), role-based access control (RBAC), encrypted documents and a full audit trail on every action.
See it in a demo
Fund Administration, from both seats.
Watch how your team runs the fund, and what your investors see in their portal.
Admin walkthrough
Fund operations from the admin seat.
Investor walkthrough
The investor experience, start to finish.



