Load, sort and delete documents, assign files to all, some or individual investors. Prevent printing, downloading and copying.
Email List Management
Create and manage email lists, email investors based on criteria, such as key contacts, those on the Christmas card or tax-filing list. Email archives and maintain information for regulatory compliance.
Store any and all information regarding contacts, investors and funds. Log phone calls, classify conversations into categories, such as fundraising, coinvest opportunities, information requests and more. Upgrade from storing information in Microsoft® Excel, Outlook, or other systems that lack features specific to the alternative asset industry.
Capital Account Management
Present capital accounts much like an online banking system, allowing investors to view starting and ending balances, and underlying transactions supporting those balances.
Keep all current and historical documents in an online, organized library, easily accessible 24x7x365.
Assign who gets access to information at the fund, investor and contact levels. Ensure that sensitive materials are seen only by authorized individuals.
Store information at the investor level, such as investor classifications, tax, wire instructions, gatekeepers, lead origination and much more. Store commitments, sharing percentages, management fees and other critical accounting information.
Create and manage fund families, funds and fund vehicles in a tiered structure.
Activity Report Management
Monitor logins, document access and much more.
Risk and Regulatory Management
Store and track who said what to whom and when. Monitor which investors and contacts accessed information, and maintain data for compliance and regulatory requirements.
Don't be slowed down by mundane and inefficient processes. See how life is better at Investment Café. Call (212) 213-0153 or email email@example.com for an online presentation.
Easy Access With Just a PC and Internet Connection
Investment Café products are fully hosted by our firm. It requires no new hardware or software, no technical knowledge or additional staff on your part. The tools needed to gain access to the Investment Café include:
- A personal computer with Internet access
- Microsoft Internet Explorer version 5.0 or greater, or Netscape® version 7.0 or greater
- Adobe Acrobat® Reader or other widely used applications such as Microsoft Word, Microsoft Excel and/or Microsoft PowerPoint