January FundJanuary Fund

PRIVATE CAPITAL

Fresh Capital, Steady Growth

Track strategy, portfolio shifts, and risk notes in one calm dashboard. Give accredited investors and partners clear reports, capital plans, and onboarding files without long email chains.

Book a callView reporting
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Connected stack

Northwind

01

See strategy, allocations, risk notes, and capital plans in one clean view.

02

Northwind

03

Vertex Labs

04

Orion Crest

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Northwind

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Vertex Labs

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Orion Crest

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Keystone

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Aster Bay

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Summit House

WHAT THE DASHBOARD SHOWS

One place for fund work

See the fund plan, target mix, and key moves in one place.

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Strategy Overview

See the fund plan, target mix, and key moves in one place.

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Allocation Updates

Track shifts by asset, stage, or sector as capital moves.

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Investor Dashboards

Give investors charts, notes, and export files in seconds.

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01

Risk Notes

Read what changed, what slipped, and what needs review.

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02

Capital Plans

Map where new capital goes next and when it leaves the fund.

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03

Onboarding Pack

Share clear setup files for accredited investors and partners.

BUILT FOR INVESTORS

Built for investor teams

Keep reports, notes, and calls in one steady place.

01

Strategy Overview

See the fund plan, target mix, and key moves in one place.

02

Allocation Updates

Track shifts by asset, stage, or sector as capital moves.

03

Investor Dashboards

Give investors charts, notes, and export files in seconds.

04

Risk Notes

Read what changed, what slipped, and what needs review.

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Use case 01

For Investor Teams

Keep reports, notes, and calls in one steady place.

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Use case 02

For Accredited Investors

See the fund's latest moves without long email threads.

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Use case 03

For Deal Partners

Share onboarding files and capital plans with less back and forth.

24/7

dashboard access

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24/7

dashboard access

48h

update cycle

12+

reports per year

100%

allocation view

PLANS THAT SCALE

Plans for growing funds

Fund strategy overview Monthly allocation snapshot Investor report exports Quarterly risk notes Capital plan summary

per fund / mo

Reporting

$2,500

Fund strategy overview

Monthly allocation snapshot

Investor report exports

Quarterly risk notes

Most popularPopular

Oversight

$6,250

Weekly strategy review

Live allocation tracking

Investor dashboard alerts

Monthly risk memo

annual

Institutional

Custom

Board-ready reporting

Daily allocation views

Partner onboarding library

Risk notes after each change

Proof

What investors say

Verified

“The reports are clean, and our LPs ask fewer follow-up questions.”

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Maya Ellison

Head of IR @ Northwind

Verified

“Allocation updates are easy to read, so our weekly review is much shorter.”

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Ethan Park

CFO @ Vertex Labs

Verified

“Onboarding files are clear, and partner setup moves a lot faster now.”

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Sofia Grant

Managing Partner @ Cedar Point

Integrations

Slack

See strategy, allocations, risk notes, and capital plans in one clean view.

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Slack

Slack

See strategy, allocations, risk notes, and capital plans in one clean view.

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Notion

Notion

See strategy, allocations, risk notes, and capital plans in one clean view.

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Jira

Jira

See strategy, allocations, risk notes, and capital plans in one clean view.

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Stripe

Stripe

See strategy, allocations, risk notes, and capital plans in one clean view.

The Map

The Map

The Map

Journal

Read fund notes

Questions

Common questions

Quick answers before visitors choose a product, service, or next step.

01Who is January Fund for?+

January Fund is for accredited investors, partners, and fund teams that need clear reporting and steady capital plans.

02What do I get at start?+

You get fund strategy notes, allocation updates, and investor reporting in one shared place.

03Can partners see reports?+

Yes. You can share the right reports, notes, and onboarding files with each partner group.

04How often are updates sent?+

Updates can run weekly or monthly, based on the fund’s pace and reporting needs.

05Do you help with onboarding?+

Yes. We provide onboarding materials for accredited investors and partners, plus a clear setup path.

06Can you manage risk notes?+

Yes. Risk notes are tracked with each update so the team can see changes and act fast.

Get fund updates

Get a short note on portfolio changes, report releases, and new investor materials, sent on a steady schedule.