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Simplify and Streamline Investor Relations The Investran suite can help enhance communications and interactions with investors and partners by providing timely access to information online. Investran provides you with capabilities to quickly and cost-effectively distribute information to investors, including capital calls, distribution notices, and performance reports. In addition, you can organize and streamline fundraising and responses to investor queries by consolidating all relevant information—including commitments, correspondence logs, and capital account activity— into one centralized source. - Identify and manage prospective investors; monitor interest and commitment levels
- Disseminate PPMs, DDQs, LPAs, fundraising, and/or investor material online
- Centralize and track 360° relationship management of key contacts
- Facilitate roadshow events by synchronizing contacts, calendars, and tasks with Microsoft Outlook®
- Distribute information to investors quickly and cost-effectively, including capital calls, distribution notices, and performance reports
- Auto-generate financial statements, capital calls, and other investor communications
- Archive historical investor contact and communications to help comply with anti-money laundering (AML) and know-your-client (KYC) requirements
- Customize content for FOIA and non-FOIA partners
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