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.
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
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.
