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The white-label investor portal for VC/PE funds is a comprehensive solution for the effective management of investor distribution and onboarding, as well as the automation of fundraising processes. The platform provides venture capital and private equity funds with access to state-of-the-art tools that facilitate communication and the provision of periodic reports to investors. With this solution, funds can significantly streamline their operational activities and improve transparency by offering investors real-time access to key information on fund performance and strategy.
We know how complex the decision path can be when you are planning a new fund. We know all about alternative funds and are happy to help you through the process.
The investor portal manages the investor onboarding process, automates fundraising, distributes documents, reviews investment performance, communicates with investors and provides access to periodic reports and analysis.
Yes, the portal is offered in a fully customisable white-label model, allowing the fund to tailor the look and functionality of the platform to its brand and standards.
The portal enables the automation of fundraising processes, such as the management of offer documents, presentations, communication with potential investors and the monitoring of the progress of the process at each stage.
Yes, the portal provides access to up-to-the-minute data, analysis and periodic reports, enabling investors to keep up to date with the fund’s performance and key indicators.
The portal enables digital onboarding of investors by automating steps such as identity verification, reviewing KYC (Know Your Customer) documents and signing contracts online.
Investors have convenient, 24/7 access to investment performance, documentation, analysis, and can communicate with fund managers and monitor the progress of their investments.
Yes, the portal supports the automation of the distribution of funds, such as dividend payments and other benefits to investors, ensuring transparency and accuracy in the management of the flow of funds.
Yes, the investor portal uses advanced security features such as data encryption, two-factor authentication and continuous security monitoring to protect sensitive information.
The portal allows the management of investor communications, including sending messages, notifications and publishing announcements and reports, facilitating regular contact and relationship building.
Costs depend on the number of functionalities, the number of investors served and other factors, so it is worth contacting the provider for a detailed quote tailored to the fund’s needs.
