Communicate what’s crucial,
better and faster

No more waiting for data to take action. Empower teams and
clients with automated factsheets

What it does

Shift from manual error prone to customized automated monthly factsheets with just a click of a button

How It works

Real Data from Source to Stakeholders

One Time Customisation

One time Fund configuration of Fund NAVs, benchmarks, portfolio and White-labelled PDF template

Quick Turnaround

Upload monthly data with customised commentary inputs

Realtime Output

View real-time performance and portfolio metrics with risk ratios, sector & market cap mapping

Automation Drives Enhanced Sales

Share real-time PDF factsheets generated with sales teams and other stakeholders

Multi Currency & Multi Domicile

Generate your own factsheets across different currencies and fund domicile

Automated Fund Data Room

Automated Notifications on new factsheets to sales teams and distributors. Automatic repository of factsheets by fund

Success stories

Frequently asked questions

  • Private Alternative Structures - Venture Capital, Private Equity, Venture Debt, Private Credit, Pre IPO, Distressed, Special Situation, Real Estate Funds, ESG Funds, Angel Funds
  • Public Alternative Structures –Long Only AIFs, Hedge AIFs, Hybrid AIFs, PMS, ETFs and Mutual Funds (Debt, Equity, Liquid, Hybrid, Bond Funds etc.)
  • All other Alternate Structures not available in the public domain

  • Complete the SIGN IN Page
  • Verify your account on your business email id
  • Sign into the AIFMetrics Platform with your business email id and set your password
  • Dashboard will guide you on onboarding your Funds

Contact Us to set up your premium White-labelled private URL on the AIFMetrics Platform. This private URL enables you with Prospective Investor Marketing, Digital Reporting, Analytics Tools, Multimedia Marketing Dashboard and much more.

Yes. AIFMetrics platform helps white label and market your funds privately with Fund Manager videos, digital portfolio, notifications etc. to new prospective investors, with its Prospective Investor Functionality. Click statistics are provided on a regular basis for faster conversion.

Yes. Only authorised Users are allowed selective fund access by Fund Managers. Investors have to be authorised by the Fund Manager to view digital fund metrics, digital statements and multimedia fund communication.

Yes. Fund Managers can authorise existing Advisors and give access to their Funds on the AIFMetrics platform. Fund Managers can also evaluate new Distributors/ Advisors curated by AIFMetrics and share selective data.

Yes. Fund Managers can add sales, operations, investor relations, legal teams etc. and give multi device access to updated Digital Fund metrics; helping teams sell and service clients better.

Fund Managers can connect with several large Advisors and Independent Financial Advisors on the platform. These Advisors are curated by AIFMetrics and have marquee HNI clients; seeking alternative investments to diversify their portfolios.