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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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Turn Fragmented Information Into Actionable Intelligence

Investor Attributes

IR Features Investor Attribute Track Investor Attributes 1 | PE Front Office
IR Features Investor Attribute Track Investor Attributes 2 | PE Front Office

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.

IR Features LP TeamAdvisors | PE Front Office

Fund Raise

IR Features Fund Raise Stage based Fund Raising Workflow | PE Front Office

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.

IR Features Fund Invested | PE Front Office

Drawdowns & Distributions (D/D)

IR Features Drawdowns Distributions DD Drawdowns Distributions Transactions | PE Front Office

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.

IR Features Capital Accounts Investor Capital Account | PE Front Office

Co-Investor Deal Preferences & Investments

IR Features Co investor Co Investor Deal Preferences Investments | PE Front Office

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. Assign tasks and set up alerts & reminders.

IR Features Covenants Compliance | PE Front Office

Investor Communication

IR Features Investor Communication Manage Investor Communication | PE Front Office

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.

IR Features ReportsAnalytics Investor Diversification Analysis 1 | PE Front Office
IR Features ReportsAnalytics Investor Statement of Account 2 | PE Front Office
IR Features ReportsAnalytics Investor Drawdown Distribution 3 | PE Front Office

Productivity Multipliers

IR Features Productivity Multipliers Outlook Email plug in 1 | PE Front Office
IR Features Productivity Multipliers Mobile App 2 | PE Front Office

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

Interested to see how it works?