Performance monitoring
For our private equity clients, we have developed bespoke software designed to centralise fund operations and monitor investor performance seamlessly.
Investor portal
Each LP has access to a dedicated portal where they can track their investment performance. You have full control over what information is displayed to investors, from specific KPIs to details on portfolio companies Additionally, you can notify them of any alerts such as missing documents, ensuring clear and efficient communication.
LP Monitoring & Communication
LPs are seamlessly onboarded and managed through a single interface that handles their personal information, subscriptions details and investment status. All documentation can be securely stored individually and communication, including regulatory reporting, can be sent out efficiently as needed.
Capital Calls
Capital calls are efficiently communicated and monitored directly through our software platform. This allows for tracking of pending statuses and enables reconciliations directly within the interface. Investment data is automatically updated for each LP, ensuring accuracy and transparency throughout the process.