Increase efficiency and enhance communications with current and prospective investors
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Manage new investment opportunities, track activities, tasks and correspondence. Automate the subscription fundraising processes to improve efficiencies. Improve collaboration and communication to grow investor confidence.
"Investment Manager has increased the efficiency of our Investor Relations team and streamlined communications with executives."
– Scott McGinness, Cohen Asset Management
For Your Investor
Centralize and manage investor contacts and activities
Improve collaboration by providing access to information to internal stakeholders
Publish key information including photos and documents
Invite investors and prospects to participate in new opportunities
Automate the subscription agreement process and track fundraising status and key milestones
Calculate preferred returns and waterfall promote distributions
Adopt Investment Manager alone or connect it with Yardi Voyager or Yardi Breeze Premier to eliminate disparate data systems
"Our investors receive their reports in Investment Manager and know the money will be in their account when they expect it."
– Joe Anfuso, MG Properties Group
For Your Investor
Provide a branded experience for your investors
Allow interactive access to approved, published summary and investment-specific metrics
Post approved documents and reports for investors and their advisors to view and download
Share information about potential new investments, including documents and photos in a deal room environment
Alert investors when new documents have been published via automatic notifications
Investors see each step of the subscription agreement process from origination through electronic signature
