Deploy capital with precision
Align investor capital with borrower needs. Manage subscriptions, track incoming funds and deploy capital as loans are drawn.
Manage the capital behind the loan.
Unify your fund administration, loan management, unit registry and investor relations in one platform purpose-built for private credit and mortgage funds.
Book A Demo of Titanium's fund and loan management softwareBehind every loan is a complex investment structure.
Simplify the way you manage the capital, entities, and investors behind your private credit and mortgage funds, all in one place.
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Manage multiple entities with ease
Keep investor information and registry activity connected across pooled or contributory multi-class loan funds.
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Complete visibility over your loan book
Track every loan from origination and drawdowns through servicing to exit.
Core features
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Unit Registry
One registry for every fund, class and investor
Manage unit holdings and transactions across pooled or contributory multi-class credit or mortgage funds. Keep investor records connected and easy to access.
- Single and multi-class unit registry
- Allotments, transfers, redemptions and unit conversions
- Distributions, DRP and ABA payment files
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Loan Registry
Keep every loan in view
Manage loan accounts, transactions, interest, repayments and ongoing servicing with the information behind each loan in one place.
- Complete records in one place
- Less duplication and conflicting data
- Track positions across multiple funds
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Investor Portal
Give investors access when they need it
Provide secure, self-service access to investments, transaction histories, documents and statements through a portal that reflects your brand.
- 24/7 self-service accessibility
- Secure document storage and sharing
- Fully customised brand experience
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Onboarding & KYC
Take the admin out of onboarding
Digitise applications, AML/KYC processes, redemptions and investor requests while keeping your team in control.
- Fully paperless applications
- Automated handling of investor requests
- Centralised application approvals
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CRM & Capital Raising
Keep investor relationships moving
Manage investor information, communications and opportunities from first enquiry through to funded commitment.
- Complete records in one place
- Centralise all investor communications
- Clear visibility over capital raising
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Titanium AI
Put AI to work across your operation
Reduce repetitive work, bring important information to the surface and make it easier for your team to find the answers they need.
- Surface critical insights instantly
- AI-driven assistance
- Accelerate operational efficiency
From capital raising to ongoing fund management.
One connected platform to manage the investors, transactions and reporting behind your private credit and mortgage funds.
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Raise capital
Track investor interest, manage opportunities and keep your capital raising activity organised.
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Onboard investors
Replace paper applications with digital onboarding, integrated AML/KYC checks and a branded investor portal.
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Manage registry and loans
Process allotments and registry transactions, and keep loan drawdowns and servicing moving.
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Distribute and report
Manage income distributions, generate investor and borrower statements and support Australian tax reporting requirements.
Titanium in numbers
Strong foundations.
Proven at scale.
Technology supporting the investors, loans and operations behind Australia's private credit and mortgage funds.
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$70B+
Assets under management
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100K+
Active investors
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120+
Clients supported
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10+ years
Building systems for private markets
FAQs
Straight answers about our registry.
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Private credit and mortgage fund management software helps credit and mortgage fund managers administer both sides of their operations: investors and the loans. This includes unit registry, loan registry, capital calls, distributions and reporting. Titanium's Unitise and Infuse solutions bring these processes together, reducing reliance on spreadsheets and disconnected systems.
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Unitise supports the full investment lifecycle of a private credit or mortgage fund — from raising capital and onboarding investors through to managing unit holdings, distributions and tax reporting.
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Infuse supports the full lending management lifecycle for private credit and mortgage funds. From origination and loan settlement through to exit. It covers quotes, drawdowns, interest, repayments and reporting, plus more.
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Titanium's CRM and deal flow tools track investor interest, while digital onboarding replaces paper applications with integrated AML/KYC checks through a branded investor portal.
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Through the Investor Portal, investors can securely access their holdings, transactions, statements and fund updates, without needing to email your investor relations team for answers.
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Yes. Unitise supports AIIR, FATCA and CRS reporting, investor tax statements and distribution reporting, with transaction histories and audit trails to support audit processes.
Built for your funds today and ready for what comes next.
Whether you're launching a new loan investment class or an entirely new credit fund or simply looking to manage an established portfolio of funds, Titanium gives you the technology and support to grow with confidence.
