First-time launches
From seed investors to first NAV in under 30 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 30 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 8
Calculation
Calculation
Day 14
Trading & custody
OMS connected
EMSX/InteractiveBroker/FIX
Day 21
Custody integrated
TradFi + crypto
Day 25
Compliance & reporting
Compliance rules
Pre-trade
Day 26
Risk dashboard
VaR · KRI
Day 28
Investor reports
Auto-generated
Day 30
7/7 core modules live
0 blockers
Go-live Day 30
01 / Client Success Story – Evarinvest
"HedgeGuard has become a critical component of our operational infrastructure and has enabled us to focus on generating investment performance rather than managing operational complexity"
After evaluating several institutional portfolio management systems, we selected HedgeGuard because it combines the flexibility required for modern investment management with the robustness expected by professional asset managers. HedgeGuard has significantly streamlined our investment operations by centralizing portfolio management, trade processing, cash reconciliation, NAV oversight, performance reporting, and investor reporting within a single platform. The system has adapted seamlessly to our investment workflows while providing the transparency and operational controls required by our compliance team.
A key differentiator was HedgeGuard’s combination of institutional-grade technology and dedicated client support. The team’s availability, responsiveness, and deep understanding of our portfolio management processes, investment operations, and middle-office requirements ensure that we receive ongoing guidance tailored to our business model. The implementation team demonstrated exceptional expertise and responsiveness throughout the project. Their ability to customize workflows, integrate with custodians and external data providers, and accommodate our evolving requirements has made HedgeGuard a trusted long-term technology partner.
We highly recommend HedgeGuard to hedge funds, family offices and asset managers seeking a modern, scalable portfolio management system and outsourced middle-office solution. It has become a critical component of our operational infrastructure and has enabled us to focus on generating investment performance rather than managing operational complexity
02 / 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.
03 / Timeline
Three phases. Thirty days.
A predictable phased rollout connects your most critical operations first — the portfolio book and daily NAV by day 14, OMS and custody by day 21, full investor reporting by day 30. 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
<30d typical go-live
White-glove onboarding
04 / 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.
05 / Use cases
Funds that launched on HedgeGuard.
“
We were putting our organization in place and had to identify a PMS platform, but we also needed middle-office services.
Cyril Mayer - DG, IGEA Finance
“
The interface has a very clear structure, it covers pre-trade and post-trade compliance, and when we need something specific the team adapts the system for us. Support is always there and very responsive, and the price is fair.
Tianxing Zhao · WIND
“
After evaluating several institutional portfolio management systems, we selected HedgeGuard because it combines the flexibility required for modern investment management with the robustness expected by professional asset managers.
Selma Sekkat · CEO, Evarinvest
06 / Related
The platform behind the launch.
01 / FEATURE
Portfolio 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
→
07 / FAQ
Launching a new fund with HedgeGuard.
A new fund starting from a clean sheet typically goes live in 30 days — that's the fastest of HedgeGuard's three deployment tiers, because there's no historical data to migrate. Onboarding runs in phases: fund structure and account setup, custodian and venue connectivity, configuration and user acceptance testing, then go-live. A migration from an existing system typically takes 60 days, and a full deployment with every third-party API wired in typically takes 90. Actual timing depends on how many asset classes and venues are involved.
Yes. HedgeGuard is dual-native: TradFi and digital-asset strategies live in one unified portfolio management system, not two tools bolted together. You manage securities, derivatives, and crypto — spot and derivatives — in a single book of record, with direct connectivity to exchanges and custodians and one reconciliation and NAV process across everything. That's a real edge for managers running hybrid or crypto-native strategies.
No. HedgeGuard pairs the platform with white-glove onboarding and optional middle-office outsourcing, so you can launch and scale without building an ops team. Our middle-office service handles the daily workload — trade and cash management, reconciliation, and NAV oversight — while you focus on running the strategy. As you grow, you can bring functions in-house on the same platform, without switching systems.
Less than you'd expect. We need your fund structure and share classes, current positions and transaction history, custodian/broker/exchange access, and your pricing sources. From there, most market and custodian data flows in automatically through our integrations — so after setup, manual input stays minimal.
There's no upfront setup cost. HedgeGuard uses pay-as-you-scale pricing designed to match cost to the size and complexity of your fund, so emerging managers aren't carrying enterprise fees at launch — pricing grows as your fund grows rather than locking you into a fixed tier from day one. For a quote tailored to your structure, book a demo.
Yes. HedgeGuard is built for growing and mid-sized managers, with pay-as-you-scale pricing so you get institutional-grade operations without an enterprise budget.
Yes. HedgeGuard is dual-native, so you can add a crypto sleeve to a traditional book — or add TradFi to a crypto book — without bolting on a second system.
Next step
Ready to launch faster?
Book a tailored demo and see how HedgeGuard helps new funds go live in under 30 days with software and middle-office support in one.