Investor Portal

 

Complete Investor Relations Solution

for real estate, private equity and venture capital funds

 

Show Me How
Show Me How

Investor Portal

Investor portal is a comprehensive solution for real estate, private equity, venture capital funds, REIT’s and broker/dealers to manage all communication with investors. Built using latest cloud technologies and automation, it provides better operational efficiency and reduced costs in comparison to legacy software.

It’s rich feature set provides you multitude of options to suite your unique business requirements. Share and sign subscription docs or share monthly account statements with your investors. Display fund information, past performance and NAV on a regular basis. Let investors track the performance of their investments anytime and from any device. Send automated notifications to investors via email or SMS. All information is stored securely in private servers hosted on AWS platform. Access is tightly controlled via user roles, permissions and many other security measures.

Investor Portal

Investor portal is a comprehensive solution for real estate, private equity, venture capital funds, REIT’s and broker/dealers to manage all communication with investors. Built using latest cloud technologies and automation, it provides better operational efficiency and reduced costs in comparison to legacy software.

It’s rich feature set provides you multitude of options to suite your unique business requirements. Share and sign subscription docs or share monthly account statements with your investors. Display fund information, past performance and NAV on a regular basis. Let investors track the performance of their investments anytime and from any device. Send automated notifications to investors via email or SMS. All information is stored securely in private servers hosted on AWS platform. Access is tightly controlled via user roles, permissions and many other security measures.

Performance Tracking

Charts to display fund and investor returns

1

Share monthly returns and NAV information with investors.

2

Benchmark performances against S&P 500, DJIA or NASDAQ.

3

Export all information to excel and run advanced analytics.

4

Perform calculations at fund or investor level.

Performance Tracking

Charts to display fund and investor returns

1

Share monthly returns and NAV information with investors.

2

Benchmark performances against S&P 500, DJIA or NASDAQ.

3

Export all information to excel and run advanced analytics.

4

Perform calculations at fund or investor level.

Documents

Share

Share offering circulars, subscription agreements, PPM and account statements with investors

Sign

Let investors sign documents electronically (Hellosign or Docusign subscription required)

Secure

Save all documents securely in a central repository hosted in Amazon S3 buckets

Security

Security that you can rely on

  • All communication is encrypted using HTTPS/SSL protocols
  • Site runs from a private AWS (Amazon Web Services) server using dedicated hosting
  • Secure database behind a firewall to store all information
  • Option to set up two-factor authentication via email and SMS
  • Track all user activity from an admin dashboard
Dev Support

Programmed to make your life easier

Investor Portal has been programmed keeping in mind ease of integration with other systems. API level access enables you to connect with internal systems seamlessly. It is pre-configured to work with several industry standard API’s like HelloSign, DocuSign, Twilio, SendGrid etc. API provides you with the ability to upload information in bulk from other systems and send notifications via email/SMS. It can easily be connected with other API’s from social media platforms for an extended digital outreach.

Want to know more?

 

Schedule a Demo

Contact us