Our software provides fund managers with a single tech platform to manage their business across fundraising, onboarding, reporting and portfolio management.
HOW WE ENHANCE INVESTOR REPORTINGAs a Fund Manager, our software provides you with workflows to seamlessly deliver reporting to your investors and gives you information across internal teams and 3rd party admins at the click of a button.
- Secure Document Storage: securely share periodic portfolio reports and other important documents with investors via the Investor Portal
- Integrated Email Marketing: easily send updates, engaging content, event invites etc. to investors via email
- Investor Accounts/ Returns Tracking: provide investors with data on their capital accounts (NAVs, capital calls, distributions etc.) and investment/ portfolio returns
- Visibility on Investor Relationships: enable IR, finance and fund admins to access performance metrics and documents for all investors at the click of a button
All this functionality is paired up with a modern, sleek and intuitive Investor Portal to “wow” your current and prospective investors.
Through the secure Investor Portal, your investors can access reporting documents, updates and dynamic performance data via the reporting dashboard.By using our reporting tools, Fund Managers can deliver transparent and data-driven reporting to their investors, and streamline internal reporting workflows.
Check out our solutions and book a demo if you’d like to see it in action.
We are a leading provider of software solutions to the alternative investments industry. Our solutions provide integrated functionality across the full investment lifecycle i.e. fundraising & IR, onboarding & ops, reporting and portfolio management, providing firms with a central firm-wide hub for all activity. We provide software to all types of alternative investment managers across private funds (PE, VC, Credit and Real Estate), evergreen funds (hedge, open-ended funds) and direct deals/ co-investments. We are headquartered in London, U.K. and we have deployed solutions globally. For more information come check us out our website.