Partner Group
For two to five partners running deals together as one book.
- Shared portfolio and capital table
- Deal pipeline with stages
- Partner threads on every deal
- Period report export
One shared view of every deal, every contribution and every decision your partnership makes.
Shared holdings, committed capital and current positions on a single screen. Every partner opens the app and reads the same numbers.
Sourced, in review, due diligence, signed, passed. Move a deal a stage and everyone with access sees the change and who made it.
Who put in what, on what date, and what each partner's share of a deal is. No more reconciling two versions of the same spreadsheet.
Partner-to-partner threads live on the deal itself, so the term sheet, the question about it and the answer sit together.
Generate a period report of positions, movements and partner shares, and export it to send to your accountant or a silent partner.
Full partners, limited partners and advisors each see what they should. Access is set per deal, not per person's memory.
Two or three people go into a deal together and the record of it scatters immediately. The pipeline is in one partner's notebook. The capital table is a spreadsheet that gets re-sent every time a figure changes. The reasoning behind a decision is halfway down a group chat, somewhere between a lunch plan and a photograph of a document.
None of that is a tooling problem until the moment it matters — a partner asks what their share of the third deal actually is, an accountant asks for the year's movements, a new investor asks what you passed on and why. Then the answer takes three days to assemble and two of the partners disagree with it.
Axis Partners exists for that moment. It is built for small groups who invest and transact together: business partners, family capital, informal syndicates, a handful of people with real money between them and no back office. Deals, contributions, positions and the conversation around them stay in one structure that every partner can open, on their own phone, without asking anyone to re-send anything.
Tell us which one sounds like your partnership and we will show you that setup specifically.
For two to five partners running deals together as one book.
For a wider group where not everyone is in every deal.
For groups with existing deals and spreadsheets to bring across.
We scope and quote after the walkthrough, based on the number of partners and how your deals are structured.
The screens partners actually live in, and the room they get used in.
Tell us how many partners you are and roughly how your deals are structured. Two lines is enough to start.
We take one of your real deals and build it out live, so you see the pipeline, the split and the report with your own numbers in them rather than a demo account.
We structure your existing deals and contribution history together, set the roles, and agree what each partner should and should not see.
Every partner installs the app and opens the same book. You leave with a working pipeline, a capital table that reconciles, and a report you can generate yourself.
At the end of setup a partnership has four things it did not have before, and all four belong to the group rather than to whichever partner keeps the files.
Axis Partners is a record and communication tool for people who already make their own investment decisions. It does not advise, recommend or execute — it makes sure all of you are looking at the same thing when you decide.
Leave your name and email and we will arrange a walkthrough built around one of your real deals.
Thank you — someone from Axis Partners will get in touch by email shortly to arrange your walkthrough.
See Axis Partners running on one of your own deals before you decide anything.
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