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Private Equity CRM - Investor Relation

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Home / Software / Alternative Assets / CRM & Investor Relations
 

Investor CRM

 
Efficient communication and accurate reporting to Investors is critical to the success of Private Equity companies. Creating and maintaining good relationships based upon these requirements can be extremely demanding.

FrontInvest's Investor Web Portal provide your investors with a more frequent, comprehensive, secure information on the position of their investments within funds. Private Equity professionals can thereby build tight, trust-based relationships with Investors by providing them with generic or specific reports, while lowering reporting costs and time.
 
 
The web interface for Investors is very easy to use and can be customised in accordance with your graphic charter. You are always in full control of the information distributed and you may decide on the selective availability of data through a very precise system of profiles and access rights.
Investor Web Portal
 
The Investor Portal offers a range of powerful and easy-to-use tools for sharing and presenting the information more efficiently, on a daily basis:
 
Pre-defined standard reports
A serie of pre-defined reports defined according to Private Equity best practices. These reports are dynamic: FrontInvest manages their synchronisation with linked databases. These reports may focus on the fund itself or on each investor's position.
Instant exports to Word or Excel
One-click export capabilites, allowing for further processing or consolidation of the information.
Online documents for download
Securely share documents online for investors to download: management reports, market analyses…
"Monitoring" by investors
Put investor-specific data online, concerning each investor's individual investments and position in the fund.
Fund/Investor communication
E-mail interface and feedback forum for an easier, faster fund/investors relation.
 






FrontInvest Brochure


Events

Paris, 05.20.2008

Private Equity professionals using Europe's leading software solution will meet in Paris


Madrid, Spain, 18-20 June 2008

Annual Symposium of the European Private Equity & Venture Capital Association

 
   
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