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Investors expect a self-service portal. Streamline the subscription agreement processes, manage new investment opportunities, track activities and documents, automate capital calls and distributions and customize reporting to their needs. Increase investor confidence with Yardi Investment Manager.

For You

Centralize and manage investor contacts and activities

Improve collaboration by providing access to information to internal stakeholders

Publish key information including photos, 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

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

"Gain efficiencies to take on more investors and grow the portfolio without adding staff."

"I used to stress over investor letters and spend weeks on them, including late nights, before we started using Investment Manager. Now, it only takes a few days. We gained huge cost savings there in addition to greater efficiency."

"We can fulfill our portfolio growth because Yardi Investment Manager meets all of our needs for reporting, investor relations and enhancing our team’s efficiency."

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