Customised Portfolio MIS Review
Transform how you share portfolio MIS with your IC team through a visually engaging interface that’s digital and mobile-ready
PROBLEM STATEMENT
Venture Debt Fund with over $300 Mn in AUM.
Portfolio of more than 100 companies; IC team wanted on-demand access to inhouse Portfolio Review Scorecard tracking key portfolio metrics.
Solution
Digital onboarding of all funds on AIFMetrics Platform.
Predefined access rights to Fund IC team.
In-house trackers configured to generate real-time Portfolio Scorecards with key metrics.
Digital interface accessible on mobile. Ability to make notes on-the-go across portfolio companies.
Outcome
Informed Decision Making - Critical Portfolio data and news accessible anytime, anywhere by IC team.
Enhanced Efficiency - Track previous investments; compare terms and make new investments more efficiently.
Increased Productivity – No more shuffling through laborious excels with immediate access to historic and current portfolio metrics.
Resource Optimisation – Reduced querying; free up valuable time of team for more productive tasks.
Success stories
Digital Marketing
Challenged to meet new Domestic & International Investors in the pandemic; this large PE Fund targeted stakeholders with an interactive approach
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LP Management Module
Seamless generation of Investor reports, Distributor reports, Portfolio Reports and AMC level reports across multiple funds
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Customised MIS Review
Transform how you share portfolio MIS with your IC team through a visually engaging interface that’s digital and mobile-ready
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Digital Reporting
Enabled Investor Level digital dashboard for performance & portfolio metrics and statements. No more opening PDF statements
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Factsheet Automation
Realtime factsheet publishing made Factsheets available to sales teams faster than before; sell more with recent fund metrics
Read MoreDigitize your business and cash in on tomorrow’s growth wave
Get StartedRequest for a Demo
Digitize now and profit from tomorrow’s growth wave! Write to us and we’ll schedule your demo.
Request for a Demo
Digitize now and profit from tomorrow’s growth wave! Write to us and we’ll schedule your demo.