PoliBit
PoliBit: A broad fund-operations platform for smaller multi-entity funds with up to 50 investors. Ranked #14 of 30 in Fund Administration Software by our editors (6.1/10); pricing: Pricing on request; best for smaller multi-entity funds.
At a glance
- Editor score6.1 / 10
- PricingPricing on request
- Best forSmaller multi-entity funds
- Free planNo
- Investor portalYes
- Facts checked21 Sep 2026
Where it wins
- Covers subscriptions, capital calls, waterfalls, NAV, tax, and reporting.
- Models funds, SPVs, feeders, and trusts across multiple entities.
- Provides a white-labeled portal with real-time portfolio visibility.
Where it doesn't
- Investor capacity is limited to 50.
- Pricing requires a tailored quote rather than published amounts.
- The platform is available through the web only.
Our verdict on PoliBit
PoliBit is fund-operations software for private equity, real estate, and private debt managers working across Latin America and the United States. It brings investor onboarding, digital subscriptions, capital calls, payment reconciliation, waterfall calculations, capital accounts, portfolio monitoring, reporting, tax-document delivery, and investor communications into one system. Its white-labeled investor portal gives investors access to performance data, documents, transactions, and multi-fund views. The published investor limit of 50 makes it a focused fit for smaller multi-entity funds rather than larger investor populations.
Pricing is organized into Starter, Growth, Enterprise, and Custom plans, with quote-based billing. Starter includes digital subscription workflows, a white-label investor portal, multi-rail payment processing, standard reporting and statements, and KYC/AML screening. Growth adds multi-tier waterfall calculations, multi-vehicle management, and multi-jurisdiction compliance validation. Enterprise adds multi-currency operations plus white-glove onboarding and support. Custom adds custom integrations and API access, custom waterfall structures, white-label deployment, and full white-glove service. Annual billing is available with a discount, while setup fees and additional emissions may be billed separately.
The strongest case for PoliBit is its breadth across complex fund structures and recurring administration work. European, American, and hybrid waterfall calculations, per-investor capital-account tracking, automated NAV and quarterly reporting, tax reporting, and an immutable audit trail address several operational needs in one platform. Capital-call notices include pro-rata calculations and payment reconciliation, while the multi-entity model supports funds, SPVs, feeders, and trusts. Choose PoliBit if these capabilities and cross-border operations matter within a 50-investor ceiling. A simpler scheduling or investor-communications tool may be a better fit for teams that do not need fund administration depth.
PoliBit pricing
All 4 PoliBit plans and prices →
PoliBit fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Investor portal | Yes |
| Capital account tracking | Yes |
| NAV workflows | Yes |
| Allocation waterfalls | Yes |
| Capital call workflows | Yes |
| Investor limit | 50 investors |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA, SSO/SAML |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Pricing on request (source) |
| Website | polibit.io |
| Facts checked | 21 Sep 2026 |
Alternatives to PoliBit
- PerfonaA broad fund administration system with transparent starting prices and a 14-day trial.9.8
- KeelA broad fund administration platform with a free plan and paid tiers for scaling managers.9.2
- Ashta.aiA broad fund-operations platform for teams managing complex investor and accounting workflows.7.7
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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