Investran Launches Version 6.0

Investment Structure

Private Equity
Family Offices
Fund-of-Funds
Limited Partners
Real Estate 
Venture Capital

Workflows

CRM 
Investor Relations
Fundrasing
Deal Management & Portfolio Monitoring
Portfolio & Partnership Accounting
Reporting 
Technology 

Investran Products

Investran for IR and Investment Teams
Investran for Finance and Operations 
Investran Data Exchange

ADDITIONAL FEATURES

  • View full investment, investor or fund history at-a-glance, including: meetings, notes, e-mails, documents, account transactions, and relationships

  • Generate and easily distribute account statements and other account documents

  • Generate high-quality marketing materials and investor communications

  • Powerful blast tools allow you to create templates, merge contact information, and track mailing results

  • Link email messages to investor, investment or fund records

  • Track fund, investor or share class liquidity and fee terms

  • Store, manage and search subscription documents and other account related documents

 Bridging the Gap from Front-to-Back

With Investran 6.0

In a year of complexity and market uncertainty, fast, efficient communication is key - from each of you to your investors, and from our team to yours. In our efforts to bridge the communication gap between front-, middle-, and back-office, Investran introduces Version 6.0.

We understand the difficulty in finding a system that can accommodate the needs of the different user profiles within any given firm; from front-, to middle-, to back-office. Consulting with our base of over 300 global customers, from largest to leanest, and, simplest to most complex, we have invested our efforts in creating a cohesive solution that can truly bring Investran to a firm-wide audience – a natively integrated customer relationship management, performance management and accounting solution, specifically for the alternative space.

ELEVATE CUSTOMER RELATIONSHIP MANAGEMENT

Web-based, state-of-the-art relationship management, designed specifically for the alternative assets industry.

Investran provides all the functionality of a best-of breed CRM system purpose-built for the alternative investments industry that facilitates investor communications, deal and pipeline management, and activity tracking and reporting. Investran’s new flexible, intuitive interface gives users complete control over how data is viewed, captured and reported, enhancing the overall user experience and elevating your level of relationship management.

  • Capture data according to specific needs with customized business rules 
  •  360 degree relationship management capabilities provide a complete picture of contact relationships to entities, with ability to drill-down to roles for other entities 
  •  Powerful search tools allow for a global search across all investments, investors and opportunities
  • Synchronize Outlook calendar items and tasks
UNIFY OPERATIONS

Streamline the exchange of information throughout your firm by connecting front-, middle- and back-office operations

By bringing front-, middle- and back-office users together, Investran provides a common frame of reference for all users in a firm to communicate with each other, their investors, and their investments. Investran 6.0 provides users ranging from Investor Relations and Marketing to Investment Professionals, with timely access to investor, investment and fund information, all through the intuitive browser-based front-end.

  • Provides fund referential data including transactional data that feeds capital accounts, schedules of investments and portfolio returns complemented by real-time information from accounting: commitments, remaining commitments, capital balances, performance returns, financial statements, transaction ledgers.
  • Leverage real-time accounting data to produce on-demand performance reports – IRR’s and time-weighted returns – helping to provide faster responses to incoming investor inquiries.
REDUCE OPERATIONAL BURDEN

Reduce cost and stress on technology and back-office resources by utilizing a single solution

Through native integration to Investran’s back-office accounting solution, Investran alleviates the operational burden placed on firms by streamlining the exchange of information. Utilizing Investran 6.0, firms can reduce their technology spend and workload, by eliminating the need for disparate systems and redundant data entry, and by providing the front- and middle-offices a self-service portal. Front- and middle-office users are provided with access to quicker, more detailed reports -- which include accounting data (commitments, capital balances, and financial statements) – in a CRM-context, directly from the back-office system without burdening back-office teams to provide the information for them.

  • Access more detailed reports directly from the back-office, without burdening back-office teams
  • View commitments, capital balances, financial statements, performance and other finance and accounting information in a CRM-context
MANAGE AND MITIGATE RISK

Manage and mitigate risk across funds, investments and investors

Investran 6.0 offers a firm-wide solution that is shareable and accessible between groups yet is secure and controlled. Additionally, Investran provides extensive audit capabilities, with the ability to track all data changes – including time stamp, old value, new value and user.

INCREASE EFFICIENCY WITH SIMPLIFIED, STREAMLINED WORKFLOWS

Investran helps users to maximize productivity so you can focus on closing the deal. With a web-based CRM, Investran allows for information access, anytime, anywhere, eliminating the burden of searching through old emails and files. Investran also allows users to manage all supporting documentation from a single location in Investran, providing access to spreadsheet models, LPA’s subscriptions, .pdf files etc. through a browser-based application.