Close the fund without the spreadsheet trail.
Onboarding, NAV, finance and compliance share one record. Each role gets the desk they use. We walk you through it on one of your funds.
Same books. Four desks.
Pick a role to see their day. The data and the audit trail do not change.
Run the fund.
Approvals, NAV sign-off and performance across every fund you own, in one queue, with the paper trail attached.
Approvals, NAV sign-off and performance, in one queue, with the paper trail attached.
Close the book.
Import valuations, check them row by row, snapshot, allocate and post to the company books, without a spreadsheet in the chain.
Hold the line.
KYC packs, screening, cases, restrictions and freezes, with rules compliance can edit without filing an engineering ticket.
See the portfolio.
Your firm's domain, your firm's identity. Holdings, statements, subscriptions and KYC renewal, bilingual and Hijri-aware.
Change is within reporting tolerance and the re-screen came back clean. Approve with a 90-day re-attestation flag.
What the close includes
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Onboarding that can finish
Dynamic fields, document capture, AML classification and a rule builder compliance can edit themselves. Identity and screening checks are built in.
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NAV without the spreadsheet chain
Import, validate, snapshot, allocate, post. Fund accounting and your company books stay matched, with approvals you can prove.
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A portal investors can use
Holdings, statements, requests and KYC renewal on your own domain, in English or Arabic, Hijri-aware throughout.
One platform. Strict separation per firm.
Every firm gets its own web address, its own data, its own branding and its own fee rules. Your team works in one place; your investors only ever see your firm.
Every visitor is matched to the right firm before anything loads
Every approval is tracked in its own right.
Subscription approval · SUB-2026-0419It sits next to what you already run.
Every connection is set up and certified for your firm, enabled in your environment, not ours.
Books
- Accounting
- A two-way link with your accounting system, with approval before anything posts
- Documents
- Statements and documents stored and archived
- Notices and approvals your team can action from their inbox
- Live updates
- Your other systems notified the moment something changes
Identity
- National identity
- Verified national identity, tied to the investor’s record
- Screening
- Screening, relationship records and automatic re-checks
- Secure codes
- One-time login codes sent to investors by text
Access
- Single sign-on
- One company sign-in for your whole team
A firm already running funds on Investa.
Musharkah Alsafqaat Investment Company
Licensed by the Capital Market Authority of the Kingdom of Saudi Arabia · License 25315-32
Musharkah Alsafqaat Investment Company (Capital Partners) is a Saudi-based, Shariah-compliant asset management firm licensed by the Capital Market Authority (CMA) of the Kingdom of Saudi Arabia under license number (25315-32).
The company specializes in structuring innovative investment solutions across various asset classes, with a particular focus on managing and operating real estate investment funds.
Although newly established, Capital Partners is backed by a management team and an investment committee with extensive experience in both the real estate sector and the capital markets. This unique combination of fresh vision and seasoned expertise enables the firm to deliver value-driven, well-structured investment opportunities that align with the highest standards of governance and Shariah compliance.
See Investa on your own funds.
We set up a private space pre-loaded with one of your funds, walk the roles your team actually uses, and answer the questions you care about.