500+ Investor
Statements in Minutes
Computations | Document Generation | Notifications
Challenge
An early-stage fund with over 500 LPs had the following requirements:
- Automate computation of fees and NAV for accurate computations
- Using the computed data to generate customised statements of accounts
- To use a fund defined format (and a separate one for a couple of LPs)
- Sending the statements to the LPs securely
Solution
Custom algos for allocation / computation
Personalised template-based document generation
Notification on email and WhatsApp + personalised investor logins
Document level security and password settings
Efficiency increase for operating team of over 5x
Next gen virtual data room with video messaging for effective communication
Customised forms for information collection
One-touch document generation with editable templates
APIs for integrated verification, e-sign and e-stamp
