First-time launches
From seed investors to first NAV in under 60 days. Pre-trade compliance, multi-asset trading, daily reporting — everything you need to run an institutional book on day one.
Launch your fund in under 60 days.
Deploy a turnkey PMS: modular, secure, and fast to roll out with HedgeGuard’s portfolio management software. Accelerate your business launch with dedicated order management, native crypto portfolio functionalities and advanced integration options for TradFi and DeFi. This platform makes cross-team collaboration and portfolio tracking effortless, helping monitor results via live dashboards and reportings.
Core platform
Portfolio book live
PMS
Day 18
Calculation
Calculation
Day 24
Trading & custody
OMS connected
FIX 4.4
Day 31
Custody integrated
TradFi + crypto
Day 38
Compliance & reporting
Compliance rules
Pre-trade
Day 45
Risk dashboard
VaR · KRI
Day 52
Investor reports
Auto-generated
Day 58
7/7 core modules live
0 blockers
Go-live Day 60
01 / What you get
A fund that’s operationally ready.
Not a half-built platform. Not a manual workaround. The same institutional-grade stack that Tier-1 funds use — configured for your strategy, deployed end-to-end, supported by practitioners who’ve launched funds before.
01
Turnkey portfolio book & daily NAV
From day one, every position tracked, every valuation correct, every cash movement reconciled. No spreadsheets, no manual NAV.
02
OMS & multi-venue execution
FIX-based trading, smart order routing, pre-trade compliance — connected to your prime brokers, custodians, and crypto venues from go-live.
03
Risk & compliance from day one
Live VaR, stress scenarios, regulatory rule checks (UCITS, AIFMD, MiFID II), evidence logging. Regulator-ready before the first investor letter.
04
Investor reporting on auto
Auto-generated daily, monthly, and quarterly reports. Tax lots, performance attribution, and audit-ready exports for every share class.
02 / Timeline
Three phases. Sixty days.
A predictable phased rollout connects your most critical operations first — the portfolio book and daily NAV by day 24, OMS and custody by day 38, full investor reporting by day 58. White-glove onboarding throughout.
- Foundation: entity, account structure, portfolio book
- Build-out: OMS, custody, compliance rules, risk KRIs
- Go-live: investor reports, daily NAV, full trading
Modular · API-first
<60d typical go-live
White-glove onboarding
03 / Who this fits
For new funds & spinouts.
01 / HEDGE FUNDS
02 / SPINOUTS
Team spinouts from larger firms
You know the operational rigor you need. We replicate it — not approximate it — on a stack that scales with you. Bring your investment process; we bring the platform.
03 / CRYPTO-NATIVE
Crypto-native funds going institutional
Crypto-first architecture for funds bridging into TradFi compliance and reporting standards. Custody, KYC/AML, multi-jurisdictional rules — ready out of the box.
04 / Use cases
Funds that launched on HedgeGuard.
“
Significant gains in operational efficiency and reporting accuracy from day one of launch.
Director of Operations · Multi-strategy fund
“
We were running daily NAV before our original timeline’s halfway mark. Investors noticed.
Head of Operations · Global Crypto Fund
“
The only PMS we found that handles crypto baskets, staking, and TradFi funds — all in one place.
Fund COO · $1.7B AUM
05 / Related
The platform behind the launch.
01 / FEATURE
Asset Management
The portfolio book, valuation engine, and multi-asset coverage that powers every launch.
Explore AMS
→
02 / FEATURE
Order Management
FIX-based execution, smart routing, pre-trade compliance — ready from go-live.
Explore OMS
→
03 / FEATURE
Risk & Compliance
Live VaR, regulatory rules, audit-ready evidence logging — institutional from day one.
Explore Risk
→
Next step
Ready to launch faster?
Book a tailored demo and see how HedgeGuard helps new funds go live in under 60 days with software and middle-office support in one.