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Investor Relations Software

Empower Fund Managers with Insightful Investor Analytics and Tracking

PE Front Office investor relations and reporting software streamlines the entire investor relationship management with seamless automated investor on-boarding & 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 Relations Software

Empower Fund Managers with Insightful Investor Analytics and Tracking

PE Front Office investor relations and reporting software streamlines the entire investor relationship management with seamless automated investor on-boarding & 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.

Request Free Trial

Turn Fragmented Information into Actionable Intelligence

Investor Attributes

Capture investor attributes like investor type, location, commitment and relationship manager details

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

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

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)

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

View investor capital accounts with portfolio-level contributions and fair value, along with fund expenses split

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

Define rules-based investor specific compliances such as KYC, FATCA, and other custom covenants and set up alerts to notify deviations. The system sends alerts to stakeholders based on the defined threshold and generates automatic updates on actual vs. threshold values.

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

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

PE Front Office mobile app and email plug-ins helps 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

Interested to see how it works?