PE Front Office Investor Management module allows GP investor relations team to track investors during their entire life cycle – fund raising, investing and reporting.

private equity front office investor management
 private equity front office investor management analytics
private equity front office investor management reporting

PE Front Office Investor Management module allows GP investor relations team to track investors during their entire life cycle – fund raising, investing and reporting.

Key Features

  • Track fund raising activities and status for each investor
  • Track investments in existing funds
  • Track investor level drawdown and distribution history
  • Track investors co-investments in portfolio companies
  • Option to link LP/investor team and advisors
  • Attach documents and track meetings, activities and tasks linked to an investor
  • Attach all the related emails using Outlook plugin

Reports & Analytics

  • Fund Raising Pipeline
  • Fund Raising Analysis by Stage
  • Fund Raising Investor Summary
  • Travel Planning Report
  • Meeting and Activities Report