Capital Management, Reinvented.
Funds. Equity. Investments. One Platform.
Managing portfolios across spreadsheets, email threads, and disconnected tools? Your investors deserve better — and so does your team.
LUMENAX builds intelligent capital management infrastructure on Odoo — giving fund managers, holding companies, and investment firms a unified command center for every deal, every fund, every investor.
Why Capital Firms Choose LUMENAX
Generic ERPs weren't built for capital management. We customize Odoo into a purpose-built investment platform that handles the complexity your operations demand.
Unified Portfolio View
Stop switching between tools to understand your position. Track every fund, every portfolio company, and every investor commitment in a single, real-time dashboard — with drill-down from fund-level KPIs to individual transaction records.
Investor Reporting, Automated
Quarterly reports shouldn't take weeks of manual data gathering. We build automated reporting pipelines that pull live data from your operations — NAV calculations, IRR tracking, capital call summaries — and deliver polished investor reports on schedule.
Deal Pipeline Intelligence
From sourcing to due diligence to close — manage your entire deal flow in one system. Track deal stages, attach documents, assign team members, and generate pipeline analytics that help you make faster, data-backed investment decisions.
Multi-Entity, Multi-Currency
Operating across jurisdictions? We configure Odoo for multi-company, multi-currency fund structures — with consolidated reporting, intercompany transactions, and compliance frameworks for CZ, SK, UAE, and beyond.
Our Capital Management Services
We don't sell off-the-shelf software. We architect bespoke digital infrastructure for capital operations.
Fund Administration
Capital calls, distributions, waterfall calculations, LP/GP accounting, and NAV tracking — all integrated into a single operational backbone that eliminates manual reconciliation.
Equity & Cap Table
Maintain a living cap table with real-time ownership tracking, dilution modeling, vesting schedules, and scenario analysis. Every stakeholder sees their position accurately, at all times.
Compliance & Audit Trail
Full audit trail for every transaction. Configurable approval workflows, regulatory reporting templates, and document management designed to satisfy auditors and regulators across multiple jurisdictions.
Built for Capital
Deal Flow
Source, evaluate, and close — in one pipeline.
Reporting
Automated investor reports with live data.
Compliance
Multi-jurisdiction audit trails and regulatory reporting.
Analytics
IRR, MOIC, and portfolio performance at a glance.
Trusted Technology Stack
Frequently asked questions
Capital management operations have unique requirements. Here's how we address the most common concerns from fund managers and investment firms.
Out of the box, Odoo handles multi-company accounting, multi-currency, and complex reporting. We extend it with custom modules for capital calls, distributions, waterfall calculations, and LP/GP structures tailored to your fund's specific requirements.
We configure separate company entities within Odoo for each jurisdiction — CZ, SK, UAE, or others — each with its own chart of accounts, tax rules, and reporting templates. Consolidated reporting rolls everything up into a single management view.
Yes. We build custom cap table modules that track share classes, vesting schedules, convertible instruments, and dilution scenarios. Every equity event is recorded with full audit trail and stakeholder visibility.
We deploy with enterprise-grade encryption, role-based access controls, and configurable data retention policies. Whether cloud-hosted or on-premise, your financial data meets the highest security standards required by institutional investors and regulators.
A core platform with fund accounting, deal pipeline, and investor reporting typically takes 8–12 weeks. We deploy in phases — your team starts using core features while we build out advanced analytics and custom reporting modules.
Ready to Upgrade Your Capital Operations?
Whether you're managing a single fund or a complex multi-entity structure, let's discuss how a purpose-built platform can eliminate manual work and give your team — and your investors — the visibility they need.
