Workflows

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 compliance, risk exposure, and performance across funds and portfolios.

• Reports can then be exported to Microsoft Excel®, PDF, Microsoft Word®, and Investran Data Exchange.
• 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