Reporting

Investran includes an easy-to-use report-writing tool with user-defined fields for creating customized reports across industry segments and/or multiple funds. Users can generate ad hoc queries to analyze and manage compli¬ance, risk exposure, and performance across funds and portfolios.

• Reports can then be exported to Microsoft Excel®, PDF, Microsoft Word®, and SunGard DX.
• Create presentation-quality PDF reports in Crystal Reports format, including: .
• Complete financial statement package
• Stated versus practiced investment focus
• Aggregate underlying portfolio company exposure through all fund investments
• Gross and net IRR by fund manager and/or portfolio company .