About LemonEdge Capital
LemonEdge Capital is a financial software platform from LemonEdge that provides tools for managing investment portfolios. It combines portfolio tracking, performance analysis, and risk assessment so users can make informed investment decisions. The platform offers real-time data updates, customizable reporting features, and integration with major investment accounts. These capabilities help investors monitor their financial health and improve their investment strategies. Key capabilities: portfolio tracking performance analysis risk assessment real-time data updates customizable reporting Best for: individual investors and financial advisors that need comprehensive tools for investment portfolio management.
LemonEdge is a next-generation fund accounting and administration platform designed specifically for private markets, built by LemonEdge. Its primary purpose is to automate the full accounting lifecycle for private equity, venture capital, fund-of-funds, family offices, and other complex fund structures. Key features include an event-driven accounting engine, multi-ledger support, automated waterfall and allocation logic, and powerful scenario-planning tools. LemonEdge’s user interface is modern, low-code, and intuitive, balancing powerful flexibility with ease of navigation. Its dashboards are clearly organized around core modules like transactions, reporting, and investor engagement, while its “Canvas” technology allows users to create sandbox copies of the live system for modelling or testing. This design means both finance teams and non-technical users can use the software efficiently without needing heavy manual interventions. LemonEdge stands out with its event-based accounting engine that supports complex fund structures and automatically books multi-ledger entries. Its proprietary “Algorithms” feature allows firms to migrate spreadsheet-based calculations (such as bespoke waterfalls, IRRs or fee models) into LemonEdge reducing risk and increasing auditability.
Pros & Cons
- +Canvas Technology enables instant, isolated scenario modeling of the entire live system.
- +Algorithms securely replace high-risk offline Excel calculations for compliance.
- +Unique Allocation Paths automate complex multi-ledger bookkeeping across structures.
- +The system manages all private asset classes (Equity, Real Estate, etc.) in one platform.
- +Low-code platform and comprehensive API allow fast, in-house customization.
- −The advanced complexity is overkill for smaller funds with simple accounting needs.
- −The full power relies on integrating with the Eleven investor portal platform.
- −Deployment is self-managed in a private cloud, which requires client IT resources.
- −The system is built for the back-office, lacking front-office investment decision tools.
- −No clear transparent pricing is provided, requiring a demo and quote request.
Features
Key features
- Canvas Technology for Scenario Modeling
- Allows users to instantly copy their entire live system to model future scenarios like FX changes or investments without affecting the live books.
- Algorithms (Proprietary Excel Integration)
- A proprietary spreadsheet technology that allows users to bring complex, high-risk Excel calculations (e.g., Carry, Fees) securely inside the system with full auditing.
- Unique Allocation Technology (Paths and Rules)
- Solves work-around allocation issues by automatically mapping and processing transactions through complex fund structures in real-time and removing artificial rectification processes.
- Ultimate Event-Based General Ledger
- A full event-based partnership accounting system supporting lot-level multi-currency, multi-ledger charts of accounts for private markets.
- Multi-Asset Class Support
- Can manage Equity, credit, real estate, and infrastructure funds and structures within a single system.
- Low-Code Development Platform
- An underlying architecture that is the first cloud-native, low-code platform for the private capital industry, enabling fast customization.
Additional features
- General Ledger
- A full event-based system supporting lot-level multi-currency and multi-ledger charts of accounts.
- Fund Structure Management
- Processes transactions and provides real-time full fund structure transactional processing and look-through.
- Hybrid and Closed Fund Structures
- Manages closed-ended, open-ended/hybrid fund structures and entities in one unified system.
- Automated Consolidations
- Capable of consolidating up across complex, multi-level structures and managing required eliminations.
- Automate Carry Calculations
- Offers unlimited flexibility for managing and automating complex carry calculations.
- Allocation Paths and Rules
- Automates complex bookkeeping by defining the route and proportioning of transactions across fund entities and investors.
- Split Transactions
- Enables the processing of a single business event across multiple fund structures seamlessly.
- Embedded Waterfall
- Secure, audited, and automated waterfall calculations built into the system.
- Data, Audit & Reporting
- Customisable Professional Reporting
- Automates the creation of ILPAs, investor financials, and custom reporting.
- Seamless Investor Engagement
- Provides a high performant, user-friendly, integrated investor portal for communication and data access.
- Track and Audit Everything
- All actions and changes, including those from imported Excel, are fully audited and time-stamped.
- Connect to Any Data Source via API
- A comprehensive API toolkit automates data flow with other applications to create a single source of truth.
- Real-time Data Interrogation
- Allows users to search and report on any data point and interrogate real-time General Ledgers.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About LemonEdge Capital
LemonEdge Capital is a financial software platform from LemonEdge that provides tools for managing investment portfolios. It combines portfolio tracking, performance analysis, and risk assessment so users can make informed investment decisions. The platform offers real-time data updates, customizable reporting features, and integration with major investment accounts. These capabilities help investors monitor their financial health and improve their investment strategies. Key capabilities: portfolio tracking performance analysis risk assessment real-time data updates customizable reporting Best for: individual investors and financial advisors that need comprehensive tools for investment portfolio management.
LemonEdge Capital Details
LemonEdge Capital's In-App Market Place
Does LemonEdge Capital have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (元), CHF (CHF), RUB (₽)
Pros & Cons
- Canvas Technology enables instant, isolated scenario modeling of the entire live system.
- Algorithms securely replace high-risk offline Excel calculations for compliance.
- Unique Allocation Paths automate complex multi-ledger bookkeeping across structures.
- The system manages all private asset classes (Equity, Real Estate, etc.) in one platform.
- Low-code platform and comprehensive API allow fast, in-house customization.
- The advanced complexity is overkill for smaller funds with simple accounting needs.
- The full power relies on integrating with the Eleven investor portal platform.
- Deployment is self-managed in a private cloud, which requires client IT resources.
- The system is built for the back-office, lacking front-office investment decision tools.
- No clear transparent pricing is provided, requiring a demo and quote request.
LemonEdge Capital's Support Options
Email Address
hello@lemonedge.comContact
+44 20 8142 8524Documentation
https://web.lemonedge.com/help-api/index.htmlLemonEdge Capital's Alternatives
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