Investor Relations Management & Reporting Software
Empower Fund Managers with Insightful Investor Analytics and Tracking
Empower Fund Managers with Insightful Investor Analytics and Tracking
PE Front Office solution streamlines the entire investor relationship management with seamless automated investor Onboarding & compliance management to securely managing documents & investor communications. Our solution enables you to track detailed investor attributes, manage fundraising process via stage-based workflow, monitor D/D transaction details and view investor capital accounts. Perform real-time data analytics and generate reports such as Fund-raising Funnel Chart, Investor Commitment Status & Investor meeting notes summary.
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Investor Attributes
Investor Attributes
Capture investor attributes like investor type, location, commitment and relationship manager details.
LP Team & Advisors
LP Team & Advisors
Track multiple investor contacts and external stakeholders such as advisors, domain experts, lawyers, and bankers. Manage relationships along with their communication preferences.
Fund Raise
Fund Raise
Transform your fundraising process with data-driven GP fundraising software. Effortlessly track potential investor details, such as interest level, status, and likely commitment. Personalize investor communication while tracking your fundraising pipeline-from initial contact to closing.
Fund Invested
Fund Invested
View summary of investor level investments into different funds with details like currency, investor class, commitment date, commitment amount, contribution amount, and distribution amount. Track real time investor-level performance metrices like gross/net IRR, NAV, DPI, RVPI, and TVPI.
Drawdowns & Distributions (D/D)
Drawdowns & Distributions (D/D)
Monitor investor-level D/D transaction details for each fund like letter date, GL date, transaction category, and amount. Additionally, view the summary of all historical D/D notices sent via email.
Capital Accounts
Capital Accounts
View investor capital accounts with portfolio-level contributions and fair value, along with fund expenses split.
Co-Investor Deal Preferences & Investments
Co-Investor Deal Preferences & Investments
Track co-investment sectoral or geographical preferences while keeping track of current deals and managed/ non-managed investments in portfolio companies.
Compliance
Compliance
Define rules-based investor specific compliances such as KYC, FATCA, and other custom covenants. Assign tasks and set up alerts & reminders.
Investor Communication
Investor Communication
Manage and track all investor communication touchpoints such as schedule meetings, capture meeting notes, upload documents and send personalised emails. Additionally, investor relations team can have a consolidated view of all historical communication to promptly manage investor queries and support requests.
Reports & Analytics
Reports & Analytics
Perform real-time data analysis and generate comprehensive reports with a variety of built-in analytics, such as Investor Diversification, Investor Drawdown/Distribution, and Investor Cashflow Report.
Productivity Multipliers
Productivity Multipliers
PE Front Office mobile app and email plug-ins help you efficiently manage key tasks such as access investor details including fundraising status, add/view contacts, capture meeting notes and view historical investor touchpoints, tag key emails and attach documents to investor record for later reference.
Our Clients
