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Investor Reporting

Investor Reporting

Investor Reports

PE Front Office Investor Reporting solution streamlines the reporting process, improves transparency, and enhances investor satisfaction.

Our solution simplifies the reporting workflow, reduces manual efforts, and enables the investor relations team to efficiently manage their reporting obligations. It provides a single source of truth for all investor data, making it easy to improve the accuracy, timeliness, and efficiency of Investor Reporting.

PE Front Office Investor Reporting solution not only streamlines the collection and aggregation of data but also makes it easier for the investor relations team to communicate with the investors and provide them with comprehensive and accurate information in a timely manner.

Investor Reports

Investor Commitments

Track commitment details of existing investors.

Track Co-investments

Capture details of any co-investments made by existing investors.

Drawdown & Distribution Notice

Generate Drawdown and Distribution notices based on pre-defined templates in a single click.

Capital Account

Automatically calculate portfolio-level investor contribution and fair value.

Investor Performance Metrics

Monitor investor performance with automatically calculated ratios including Gross/Net IRR and NAV.

Email Communication

Use the powerful mail merge tool to communicate with investors and send Drawdown/Distribution notices, fund documents, and reports.

Analytics and Reports

Perform real-time analysis of data and generate comprehensive reports with a variety of built-in analytics.

Our Solutions

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Investee-Portal
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Investor-Reports
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Drawdown-Distribution
Fund-Performance
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Productivity Multipliers