PE Front Office Investor Management module allows GP investor relations team to track investors during their entire life cycle – fund raising, investing and reporting.

private equity front office investor management
 private equity front office investor management analytics
private equity front office investor management reporting

PE Front Office Investor Management module allows GP investor relations team to track investors during their entire life cycle – fund raising, investing and reporting.

Key Features

  • Track investors’ entire life cycle – Fund Raising, Investing, Distribution and Reporting.
  • View Investor level drawdown/distribution history along with capital accounts and automated IRR calculations.
  • Capture investor’s investment preferences and track managed & non-managed co-investments.
  • Option to link LP/investor team and advisors.
  • Attach documents and track meetings, activities and tasks linked to an investor.
  • Attach all the related emails using Outlook plugin

Reports & Analytics

  • Fund Raising Pipeline
  • Fund Raising Analysis by Stage
  • Fund Raising Investor Summary
  • Travel Planning Report
  • Meeting and Activities Report