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Solutions for Investment Professionals, Investor Relations, Portoflio Monitoring Teams & Accounting Teams
Regardless of deal size, volume, or complexity, Investran helps venture capital and buyout firms organize, automate, and simplify their private equity workflow. Helping venture capital firms to efficiently manage increasing volumes of qualitative and quantitative information, Investran scales as the number and size of portfolio investments grows. ENHANCE PIPELINE MANAGEMENT, PORTFOLIO MONITORING, AND REPORTING Investran is a comprehensive solution suite that can help you analyze investments, facilitate the due diligence process, and assist in monitoring your portfolio investments from sourcing through realization. STREAMLINE INVESTOR RELATIONS
Investran provides you with capabilities to more quickly and cost-effectively distribute information to investors, including capital calls, distribution notices, and performance reports. In addition, you can organize and streamline internal fundraising and investor relations processes by consolidating all investor information— including commitments, correspondence logs, and capital account activity—into one centralized source. Learn more about Investran CRM AUTOMATE FINANCIAL AND PERFORMANCE REPORTING
Investran Accounting helps simplify the accounting for even the most complex private equity transactions. Investran’s robust multi-currency ledger can serve as the book of record for your investing entities or as a sub-ledger. The flexibility of the accounting structure allows for any level of detail when reporting. You can generate standard reports like financial and investor capital account statements, or slice and dice performance with user-friendly ad hoc reporting; then instantly distribute reports electronically to your stakeholders. . Learn more about Investran Accounting LEVERAGE ROBUST 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. You can generate ad hoc queries to analyze and manage compliance, risk exposure, and performance across funds and portfolios. To create high-quality presenta¬tions, you can export reports to Microsoft Excel®, PDF, Microsoft Word®, or Crystal Reports. You can then distribute and archive them with SunGard DX. |