Management of commitments integrating the subscription premium for late-coming investors
Display of all your fund subsequent capital calls, with details for each investor
Generation and automatic sending of capital call letters
Display of all your fund subsequent distributions, with details for each investor
Automatic calculation of complex hurdle payment
Updated J-curve generation
For each Limited Partner, definition of individual(s) responsible for each main document/event
e.g: capital call letter, distribution letter, annual conference.
Follow-up of all documents sent/to send for each Limited Partner
Mass marketing such as automatic invitations to investors
Investor service quality measurement
Monitoring of investor queries/complaints
Measurement for number of open/closed complaints
Automatic Internet search, storage and classification of updated news relating to each of your Limited Partners
Secure and easy-to-use Web access for your LPs for the following information:
LP capital account
LP performance
LP reports such as fund quarterly report, portfolio companies’ updated summaries,
capital call and distribution letters
Reports' generation by the LP at any previous date
Portfolio investments' statistics including 3D graphs
News/Press releases relating to your activities
Fully configurable application by the end-user:
LP Portal can be personalized for each LP
The end-user decides and can modify at any moment the level of information displayed for each LP
