NOVO INVESTMENT
Operating system for solo practitioners who still speak institutional
RIAs, independent GPs, and self-directed desks separate business from personal flows without standing up enterprise treasury. Tax buckets, invoicing, and profit snapshots stay aligned with the same portal language your partners already see on allocations and tape analytics.
What we optimize for solo desks
You are not a “side hustle” segment — you are a lean operator who still needs defensible workflows, exports, and language that matches how sponsors and allocators read your materials.
Tax & reserve choreography
Estimated obligations, restricted buckets, and sweeps that read like treasury policy — not a retail “savings jar” — so solo desks can evidence discipline to counsel and counterparties.
Invoicing & receivables
Branded requests, reminders, and status in one queue; deposits reconcile into categorization your reviewer trail can defend when allocators ask for tape hygiene.
Profit & period snapshots
Weekly operating views that separate owner draws from runway — tuned for independent operators who still need institutional language in LP or sponsor conversations.
Desk-ready checklist
Illustrative capabilities for this preview — wire your compliance-approved copy before client-facing use.
- Single sign-on workspace with role boundaries when you add a virtual CFO or bookkeeper
- Exports that line up with bookkeeping and period-close packs
- Same rails as verified broker flows — wires, approvals, integrations — without maintaining a giant stack
Related product narratives
Stack reserves, invoices, and bookkeeping pages when you are ready to show the full operating picture.
Other audience slices: Prop trading firms, Verified brokers, Equity desks.