We recently announced a partnership with StepStone Group, a global private markets solutions provider responsible for approximately $723 billion of total capital, including $199 billion of assets under management¹.

As part of this partnership, StepStone Private Wealth Solutions is using our technology to expand investor access to several of their evergreen funds.

For asset managers like StepStone, evergreen funds represent a significant growth opportunity to diversify their capital base and create more scalable fundraising models. However, this structure also requires more sophisticated operational processes to support its accelerated growth.

A continuous fundraising model requires a highly efficient and streamlined process for investor onboarding, subscriptions, and ongoing reporting. Relying on manual, paper-based processes creates a significant bottleneck, slows down capital deployment, and fails to provide the seamless, digital experience that today's investors expect.

Recognising this dual opportunity and challenge, StepStone sought to expand its investor base for its European private market evergreen funds by attracting new capital from wealth investors and directly engaging individual investors.

To succeed, StepStone needed a solution that would not only streamline the end-to-end investment process but also enable personalised experiences tailored to different investor types.

Just as importantly, the solution needed to empower StepStone’s client service team to deliver a white-glove level of support that reflects the sophistication and high standards of its offerings, while providing a best-in-class, digital experience.

A seamless, digital-first investment platform for private market funds

As a leading provider of investor platform technology and services, Goji's institutional-grade platform was selected by StepStone to create a scalable, secure, and customisable digital infrastructure that could support their ambitious growth strategy.

At Goji, we have built a platform that provides a comprehensive solution to streamline every stage of the investment journey:

• Digitised investor onboarding: Our white-label platform enabled the creation of a dedicated, branded portal for StepStone's direct investors. This platform digitises the entire investment process, from onboarding and AML/KYC checks, to signing subscription documents and reporting. This digital approach dramatically reduces the administrative burden and reduces onboarding time by weeks in some cases.
• Global connectivity: Our asset manager clients are offered access and connectivity with Euroclear’s extensive distribution network. StepStone, as a result, can reach large institutional banks and distributors through a centralised platform, while also catering directly to individual investors. This unified approach provides operational efficiency and enhanced scalability.
• Unlocking new revenue and reducing costs: By providing a fully digital and automated experience, the Goji platform helps asset managers like StepStone reduce operational costs associated with manual processes and unlock new revenue streams by making their funds accessible to a much wider audience.

The result: Accelerated private markets fundraising and an enhanced investor experience

“Goji’s technology enables us to deliver the kind of efficient, digital-first experience that investors increasingly expect.”

Shoshana Lubin, Managing Director of Strategic Operations at StepStone Private Wealth Solutions

The collaboration between Goji and StepStone provides a blueprint for how asset managers can navigate the complexities of evergreen fund management and distribution.

Key outcomes include:

• Expanded investor access: StepStone is now better equipped to provide investors, including HNWIs and family offices, with digital access to their private market evergreen funds.
• Streamlined operations: The digital platform eliminates the friction of manual processes, creating a more efficient operational framework for StepStone and allowing them to scale their fundraising efforts without proportional increases in administrative costs.
• Superior investor experience: By providing a secure, streamlined, and user-friendly digital interface, StepStone can deliver an elevated investor experience.

A strategic partner for the future of private markets fundraising

Our partnership with StepStone serves as a powerful case study for asset managers seeking to modernise their fundraising efforts and launch institutional-quality evergreen funds.

By leveraging our end-to-end digital platform, fund managers can streamline their operations, broaden their investor base, and accelerate capital raising in an increasingly competitive private markets landscape.

Our technology empowers asset managers to stay ahead of the curve, providing a scalable and secure solution that meets the evolving demands of both institutional and individual investors.

To learn how Goji can support your private fund strategies, book a demo here.

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^{All dollars are USD. Data includes metrics of entities acquired by StepStone. Amounts may not sum to total due to rounding. 1. Total capital responsibility equals Assets Under Management (AUM) plus Assets Under Advisement (AUA). AUM includes any accounts for which StepStone Group has full discretion over the investment decisions, has responsibility to arrange or effectuate transactions, or has custody of assets. AUA refers to accounts for which StepStone Group provides advice or consultation but for which the firm does not have discretionary authority, responsibility to arrange or effectuate transactions, or custody of assets. $723B in total capital responsibility includes $199B in AUM and $524B in AUA. Reflects final data for the prior period (March 31, 2025), adjusted for net new client account activity through June 30, 2025. Does not include post-period investment valuation or cash activity. NAV data for underlying investments as of March 31, 2025, as reported by underlying managers up to the business day occurring on or after 115 days following March 31, 2025. When NAV data is not available by the business day occurring on or after 115 days following March 31, 2025, such NAVs are adjusted for cash activity following the last available reported NAV.}