Key Features & Benefits
- Streamline the private placement memorandum development and approval process by collaborating online with fund managers and attorneys
- Control information distribution throughout your marketing cycle; continually narrow participant access to documentation as you move from pre-marketing to due diligence to road show
- Use audit reports at the user and document levels to monitor investor interest
- Publish multiple investor-specific due diligence questionnaires simultaneously
- Make historical information available to prospects, including quarterly reports, investment memorandums, and portfolio summaries
- Watermark your documents to protect them from forwarding and unauthorized distribution
| Key Features |
Data Exchange |
Data Exchange with Investran |
| Folder and Document Level Security |
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| Digital Rights Management |
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| Watermarking |
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| Website Private Labeling |
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| File Parsing |
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| Customizable Email Notifications |
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| Workflow based Document Publishing |
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| Automated Index Creation |
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| Batch File Uploading and Downloading |
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| Audit Reporting by Document and by User |
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| Customizable Reporting with Crystal and MS Office |
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| Real-Time Reporting from Back Office System |
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| Web Portal eForms and Workflow Solutions |
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