Web Based Reporting

The Web-based Reporting optional product allows you to host secure, LP-specific folders on your web site. You gain total control over which LP representatives have access to what data, how it’s shared, and when it’s posted. Thus, you have complete confidence that your investors are viewing the most up-to-date information.

At the Core

• Online Repository of Fund Correspondence. Extends your web site with an archive of each limited partners’ call and distribution letters, quarterly reports and tax information.
• 24/7 Availability. Allows authorized LP representatives to gain access at any time.
• Consistent “Look and Feel”. Inherits the design and format of your web site.

Taking You to the Next Level

• Expedited Operations.
  • Built-in Web Server. Eliminates the time and expense needed to maintain a separate Web-based Reporting system.
  • Shared Security. Inherits the access rights of LP representatives from each fund’s mailing lists.
  • Fast Publishing. After generating a correspondence (e.g., call or distribution letter), the Merge Wizard posts PDFs to each LPs web folder.
• Successful Fund Raising with “Data Rooms.” Allows you to securely post PPMs and fund due diligence documents to a limited partner’s web folder.