Entity management for fund operations
Every entity, register and deadline. One answer, in seconds.
Steward gives fund administrators and VC ops teams a single workspace for SPVs and portfolio entities: records synced with the registry, deadlines tracked, documents versioned.
Currently onboarding a small group of pilot firms.
Home. Every client, entity and deadline requiring attention, on one screen.
The problem
Fund operations still run on a file called entities_MASTER_v7.xlsx
Ask any ops team where their entity data lives and you get the same three answers. None of them is a system of record.
The spreadsheet
SPVs, registration numbers and registered offices, tracked by hand, versioned by filename, and quietly out of date the moment a director changes. Nobody knows which copy is current.
The shared drive
Board minutes and written resolutions in nested folders named final_v2_FINAL. When an LP DDQ or an auditor asks for one document, it takes an afternoon to find.
The calendar reminder
Confirmation statements, accounts deadlines and filing dates, held in someone's inbox and memory. When that person is on holiday, or leaves, the deadline leaves with them.
The product
One workspace per fund. Every entity accounted for.
Steward is built around the way fund operations actually work: clients and funds at the top, entities underneath, and the registry as the source of truth.
Every SPV and portfolio entity, filterable in seconds
Clients and legal entities in one workspace. Search by name or company number, filter by fund, type or status, and see registration numbers and legal standing at a glance.
- Client workspaces with scoped entity portfolios
- Live status for every entity, current and historical
- Bulk import to get a fund's entities in fast
Records that reconcile themselves
Steward pulls the live record from Companies House and shows you exactly what has drifted, then applies profile and director changes with one confirmation. Matched people are never duplicated.
- Live profile: status, registered office, SIC codes, filing dates
- Directors matched against the registry with confidence scores
- Accounts and confirmation statement deadlines captured automatically
Deadlines that own themselves
Filing obligations become assigned, trackable work rather than calendar entries. Filter by fund, assignee or status, and see what is due in the next 14 days before it becomes overdue.
- Work queues across every client and fund you manage
- Assignee, status and due-first sorting with full pagination
- Overdue and upcoming work surfaced on the home dashboard
Every resolution, versioned and findable
Board minutes, written resolutions and registers live scoped to the entity they belong to: versioned, tagged, virus-scanned and exportable when an LP or auditor comes asking.
- Versioned storage scoped to each entity
- Type and tag structure: board minutes, resolutions, registers
- One-click register export for any effective date
The pilot
Help shape what Steward becomes
We are onboarding a small group of fund administrators and VC ops teams as design partners. You get the product free during the pilot, plus a direct line into what gets built next.
- 60-day pilot with your real entity data
- Weekly 15-minute feedback call with the founder
- Your workflow shapes the roadmap; multi-jurisdiction registries are next
- Founding-member pricing when we launch