Launch and operate a modern fund without assembling the stack alone.

Bring formation, onboarding, operations, tokenized ownership records, settlement, and investor discovery into a coordinated implementation built around your strategy.

One coordinated path from fund idea to recurring operations.

Peregrine helps managers select the right providers, design the digital operating model, and automate repeatable work after launch.

01

Fund architecture

Compare jurisdictions, structures, service providers, launch dependencies, and operating trade-offs before committing.

02

Digital onboarding

Collect investor information, manage document flows, track review status, and reduce email-driven follow-up.

03

Tokenized ownership records

Maintain programmable units and a synchronized ownership record with the transfer rules your structure requires.

04

Fund operations agents

Automate statement collection, data normalization, reconciliations, reporting preparation, and recurring controls.

05

Settlement workflows

Coordinate approved fiat and stablecoin subscription or redemption routes with linked operating records.

06

Investor discovery

Publish approved fund information through an editable public registry designed for qualified discovery.

Start with the structure you already have—or start from the beginning.

The implementation can sit beside your existing legal, administration, custody, and accounting relationships, or help you assemble a new provider stack.

A

Modernise an existing fund

Keep the regulated vehicle and core providers. Add only the workflows that remove operational friction: onboarding, data movement, reporting, tokenized records, or settlement.

  • Works around the current administrator
  • Phased delivery by process
  • No forced platform migration
Explore operations agents

A practical build sequence, not a platform migration.

  1. 01

    Define the operating outcome

    Map what investors, operations, service providers, and reviewers need to receive.

  2. 02

    Confirm the control model

    Document approvals, exceptions, evidence, data boundaries, and ownership.

  3. 03

    Connect the existing stack

    Integrate the tools and counterparties that remain part of your operating model.

  4. 04

    Run, review, and expand

    Start with a bounded workflow, validate outputs, then extend to the next process.

Questions from managers.

The final operating model depends on the fund structure, jurisdictions, providers, and approved controls.

Do we need to replace our current fund administrator?

No. Peregrine can work around the administrator and accounting stack already in place. A provider change is considered only when it is part of the manager’s chosen architecture.

Can we begin with one workflow?

Yes. A bounded process—such as statement ingestion, subscription tracking, or reconciliation—is usually the best place to prove the control model before expanding.

Is the Fund Builder a legal recommendation?

No. It creates an operating brief and category-level provider shortlist. Legal, tax, regulatory, and investment decisions require advice from appropriately qualified professionals.

Can the technology run in our environment?

Where the agreed solution and infrastructure support it, components can be deployed in client-controlled cloud or private environments with documented data and access boundaries.

Bring us the fund you want to launch—or the process you want to fix.

We will turn the objective into a practical operating architecture and an ordered delivery plan.