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Investor Relations Management

Investor Relations Management

Investor Relations Management

The PE Front Office Investor Management solution enables the efficient management of investor information and relationships. It empowers Investor Relations teams with all the tools needed to map investor preferences and maximize opportunities for tracking potential investors, for fundraising activities, and for reporting.

Investor Relations Management

Detailed Investor Information

Capture detailed investor information, such as geography and investor type, along with the flexibility to add custom fields and link investors to their Relationship Managers. Also, track multiple investor contacts and their preferences.

Capture Investment Preference

Capture detailed investor preferences, such as sectors and deal types, to access suitable investors during fundraising. Also generate investment preferences reports and strategize investor outreach initiatives.

Manage Fundraising Cycle

Customize the fundraising workflow to track any fundraising stage. Track potential investor details, such as interest level, status, likely commitment, and closing. Also track follow-up investments from the same investors in the same fund.

Drawdown and Distribution

Monitor investor-level drawdown and distribution with a summary for each fund. Track parameters, such as total commitment, contribution amount, balance committed, and unit allocation.

Monitor Investment Performance

Easily monitor investor performance with automatically calculated ratios. The summary of investments for each invested fund enables monitoring investor level gross and net IRR as well as fund NAV.

Capital Accounts

Automatic calculation of portfolio level investor contribution and fair value. Also track fund expenses and other income based on investor commitment. It utilizes waterfall mechanisms to arrive at capital accounts statements.

Co-investments

Easily access a summary of managed as well as non-managed co-investments made by investors.

Investor
Portal

Use the powerful mail merge tool for email communication to the investors. Choose recipients and preview mails before dispatch in addition to tracking the entire communication history for each investor.

Analytics & Reports

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.

Our Solutions

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