Our intuitive Fund Management feature allows you to easily upload and monitor key fund performance metrics, including: Fund Performance Status, Cash Flow and Net IRR, Capital Account, GP Fees, Carry, and Expenses
Achieve efficiency in report compilation time. Build a strong relationship and amaze your investors/LPs with digital customizable reports, incl. Excel & PDF.
The Fund Overview dashboard empowers you to customize your view of fund-level metrics, such as TVPI, NAV, and Net IRR. Create personalized charts to track performance over time and make data-driven decisions with ease.
In addition to tracking who has viewed the report, you can now access deeper insights, including: The total number of recipients, Report open rates, PDF and Excel download rates, Detailed statistics at both the report and contact (email) level
