Solutions
We eliminate friction and barriers, empowering firms to scale without limits
Solutions
We eliminate friction and barriers, empowering firms to scale without limits
Setting the gold standard
At Lyra, we combine expertise with technology to support your core operational needs.
Our team delivers structured services designed to reduce inefficiencies and enhance how you serve investors.
Setting the gold standard
At Lyra, we combine expertise with technology to support your core operational needs.
Our team delivers structured services designed to reduce inefficiencies and enhance how you serve investors.
ACTIVATE
Investor Onboarding
& Account Setup
We simplify onboarding and setup to accelerate investor access and compliance.
Review and process subscription and onboarding requests.
Manage digital and paper onboarding workflows.
Maintain investor data and complete AML/KYC.
Set up wire instructions and investor accounts.
STRUCTURE
Trade
Reconciliation
Onboard funds with distributors and custodians.
Coordinate fund launches and post-launch operations.
Manage distributor agreements and communications.
Monitor third-party service performance.
COORDINATE
MANAGE
Subscription Management
We manage digital and manual subscriptions to streamline onboarding.
We structure data to support transparency and reporting accuracy.
Aggregate and validate investor and fund data.
Reconcile trade data across systems and dashboards.
Deliver custom fund reporting and tax documents.
Manage fund document updates and notifications.
SUPPORT
Investor Services
& Support
Review and onboard digital & manual subscriptions
into the investor CRM.
Maintain investor data to ensure investor portal accuracy.
Manage employee investment subscriptions.
We deliver responsive support to investors and wealth managers globally.
Handle investor inquiries and lifecycle events.
Manage audit confirmations and account updates.
Maintain portal access for investors and managers.
Deliver help desk support and reporting services.
Distributor & Third-Party Coordination
We integrate funds across distributors, custodians, and service platforms.
Need something specific?
Speak with our team to explore how our service can align with your business.
ACTIVATE
Investor Onboarding
& Account Setup
Review & process subscription and onboarding requests.
Manage digital and paper onboarding workflows.
Maintain investor data and complete AML/KYC.
Set up wire instructions and investor accounts.
We simplify onboarding and setup to accelerate investor access and compliance.
COORDINATE
Distributor & Third-Party Coordination
Onboard funds with distributors and custodians.
Coordinate fund launches and post-launch operations.
Manage distributor agreements and communications.
Monitor third-party service performance.
We integrate funds across distributors, custodians, and service platforms.
STRUCTURE
Trade
Reconciliation
Aggregate and validate investor and fund data.
Reconcile data across systems and dashboards.
Deliver custom fund reporting and tax documents.
Manage fund document updates and notifications.
We structure fund data to support transparency and reporting accuracy.
MANAGE
Subscription Management
We manage digital and manual subscriptions to streamline onboarding.
Manage digital and manual subscription workflows.
Automate approvals and support onboarding processes.
Maintain CRM and portal data accuracy.
Support employee investment subscriptions.
SUPPORT
Investor Services
& Support
Handle investor inquiries and lifecycle events.
Manage audit confirmations and account updates.
Maintain portal access for investors and managers.
Deliver help desk support and reporting services.
We deliver responsive support to investors and wealth managers globally.
Need something specific?
Speak with our team to explore how our service can align with your business.
Support that matches your growth
Whether you're an established manager looking to scale or an emerging firm seeking structure, Lyra meets you where you are.
New Emerging
Accelerate entry into
the wealth market.
Scale cost-effectively
using Lyra's platform.
Simplify operations
through a single servicing partner.
Streamline existing cost structures.
Maintain high-touch service using existing resources.
Improve investor experience through smart systems.
Established Legacy
Support that matches your growth
Whether you're an established manager looking to scale or an emerging firm seeking structure, Lyra meets you where you are.
Established Legacy
Streamline existing cost structures.
Maintain high-touch service using existing resources.
Improve investor experience through smart systems.
New Emerging
Accelerate entry into the wealth market
Scale cost-effectively using Lyra's platform
Simplify operations through a single servicing partner
Getting started
Getting started is simple.
Whether you have a model to lift or need one built, Lyra fits where you are and scales from there.
Getting started
Getting started is simple.
Whether you have a model to lift or need one built, Lyra fits where you are and scales from there.
FAQ
-
Lyra is a technology-enabled client servicing platform designed to support alternative asset managers in scaling investor relationships, streamlining operations, and delivering high-quality service. It combines human expertise with modern tools to create a new benchmark for private markets service.
-
Lyra aims to become the leading client servicing platform for private markets—offering institutional-grade support that meets the rising expectations of investors, wealth managers, and fund managers alike.
-
Unlock Fee-Related Earnings (FRE) uplift by enhancing client servicing margins
Scale without increasing headcount through operational leverage
Improve investor experience to drive retention and growth
Build foundational infrastructure that supports long-term innovation
-
Lyra works with a variety of fund types and investor models. Flexibility is built in, and where needed, we collaborate to shape workflows that suit your setup.
-
Lyra supports a range of investor types, with onboarding and servicing workflows aligned to each group—ensuring the right level of support and communication from day one.
-
Lyra helps you scale by centralizing operations, reducing manual work, and streamlining investor interactions—freeing your team to focus on growth.
-
Yes. The Lyra team is tech enabled but we support manual processes too, managing subscriptions across formats to ensure accuracy and access for every investor.
FAQ
-
Lyra is a technology-enabled client servicing platform designed to support alternative asset managers in scaling investor relationships, streamlining operations, and delivering high-quality service. It combines human expertise with modern tools to create a new benchmark for private markets service.
-
Lyra aims to become the leading client servicing platform for private markets—offering institutional-grade support that meets the rising expectations of investors, wealth managers, and fund managers alike.
-
Unlock Fee-Related Earnings (FRE) uplift by enhancing client servicing margins
Scale without increasing headcount through operational leverage
Improve investor experience to drive retention and growth
Build foundational infrastructure that supports long-term innovation
-
Lyra works with a variety of fund types and investor models. Flexibility is built in, and where needed, we collaborate to shape workflows that suit your setup.
-
Lyra supports a range of investor types, with onboarding and servicing workflows aligned to each group—ensuring the right level of support and communication from day one.
-
Lyra helps you scale by centralizing operations, reducing manual work, and streamlining investor interactions—freeing your team to focus on growth.
-
Yes. The Lyra team is tech enabled but we support manual processes too, managing subscriptions across formats to ensure accuracy and access for every investor.
Do you have specific business needs?
Reach out to our team and discover how Lyra can unlock value for your firm.
Let’s connect
Let’s connect
Do you have specific business needs?
Reach out to our team and discover how Lyra can unlock value for your firm.