Funds SaaS
Investor Onboarding
- End-to-end investor onboarding platform including generating documents and powered by APIs to access regulatory information, verifications and signing
- Digitally mange information and document collations
- Automate KYC verification with our document reader and verification plug-ins along with global AML check
Investor engagement platform
Onboarding KYCS
Documentation and electronic signature
Ongoing repository
- Customized/ video enabled messaging
- Full-stack virtual data room
- APIs for CKYC, KRA, document verification
- Global AML checks
- Advisor/ investors can update information
- Customizable document generation
- Digital signatures include Aadhar-OTP / e-signs
- Link multiple KYCs to single investor for consolidated view
- Bulk upload documents
- Set reminders for renewal
Investor engagement platform
- Customized/ video enabled messaging
- Full-stack virtual data room
Onboarding KYCS
- APIs for CKYC, KRA, document verification
- Global AML checks
- Advisor/ investors can update information
Documentation and electronic signature
- Customizable document generation
- Digital signatures include Aadhar-OTP / e-signs
Ongoing repository
- Link multiple KYCs to single investor for consolidated view
- Bulk upload documents
- Set reminders for renewal
Investor Management
- Full-stack investor management platform to effortlessly manage information and interactions for existing and prospective investors
- One touch view of all investments, KYCs, and other details for an Investor / Investor Group
- Ability to do more with digitally managing meeting notes, queries, approvals and more
- Personalised logins and notifications for investors
Investor Reporting
- Help LPs track investments, commitments, capital calls and fund performance
- Personalized investor logins for a repository of information with notifications on Email, WhatsApp and more
- Secure and customised information/ documentation sharing with LPs
- Generate hyper-personalised documents including drawdown notices, statement of accounts and more
- Full audit trails and time stamped communication to meet regulatory and governance requirements
Drawdowns Management
- CapHive’s platform empowers you to manage drawdowns and distributions, making the process smooth, precise and efficient
- Automate complex computation for drawdowns linked to basis for calls or fund closings along with ability to intelligently add expenses and unit allocations
- Set-up highly customizable drawdown notices and let our super powerful document generator create and ship out to investors (including sending reminders!)
- Payment integrations to automate multi-party and multi-tranches payment reconciliations
Complex Allocations
- CapHive’s powerful algorithms help automate complex allocations of portfolios, expenses and income to generating personalised statement of accounts, investor return metrics and distribution waterfalls among others
Upload Account Entries
Set-up your own Allocation Rules and Formulas
Generate Statement of Accounts
- Easy bulk upload or set up APIs with your accounting system
- Set up your rules to run customised computations and allocate portfolios, expenses and income
Upload Account Entries
- Easy bulk upload or set up APIs with your accounting system
Set-up your own Allocation Rules and Formulas
- Set up your rules to run customised computations and allocate portfolios, expenses and income
Generate Statement of Accounts
Portfolio Management
- CapHive’s comprehensive portfolio management tool facilities monitoring and computing multiple outputs in relation to the portfolio company related allocations and performance, including running multiple exit related scenarios
- Real time accounting and monitoring metrics (FIFO, weighted average costs, current value, IRRs and fund ratios) at your fingertips
Portfolio Reporting
- Digitize portfolio companies reporting with highly customizable documents, dashboards for key indicators and reminders
- Direct uploads by the portfolio company and ability to set up APIs from their accounting platforms
Compliance and Reporting
- CapHive helps manage compliances including generating templated regulatory filings at a touch of button
- Set up customised reminders for time critical filings eg: filings for receipt of foreign remittances
- Enable customised access for compliance advisors
- Ability to add plug-ins to auto-review portfolio company compliances / AMLs
Investor Onboarding
- End-to-end investor onboarding platform including generating documents and powered by APIs to access regulatory information, verifications and signing
- Digitally mange information and document collations
- Automate KYC verification with our document reader and verification plug-ins along with global AML check
Investor engagement platform
Onboarding KYCS
Documentation and electronic signature
Ongoing repository
- Customized/ video enabled messaging
- Full-stack virtual data room
- APIs for CKYC, KRA, document verification
- Global AML checks
- Advisor/ investors can update information
- Customizable document generation
- Digital signatures include Aadhar-OTP / e-signs
- Link multiple KYCs to single investor for consolidated view
- Bulk upload documents
- Set reminders for renewal
Investor engagement platform
- Customized/ video enabled messaging
- Full-stack virtual data room
Onboarding KYCS
- APIs for CKYC, KRA, document verification
- Global AML checks
- Advisor/ investors can update information
Documentation and electronic signature
- Customizable document generation
- Digital signatures include Aadhar-OTP / e-signs
Ongoing repository
- Link multiple KYCs to single investor for consolidated view
- Bulk upload documents
- Set reminders for renewal
Investor Management
- Full-stack investor management platform to effortlessly manage information and interactions for existing and prospective investors
- One touch view of all investments, KYCs, and other details for an Investor / Investor Group
- Ability to do more with digitally managing meeting notes, queries, approvals and more
- Personalised logins and notifications for investors
Investor Reporting
- Help LPs track investments, commitments, capital calls and fund performance
- Personalized investor logins for a repository of information with notifications on Email, WhatsApp and more
- Secure and customised information/ documentation sharing with LPs
- Generate hyper-personalised documents including drawdown notices, statement of accounts and more
- Full audit trails and time stamped communication to meet regulatory and governance requirements
Drawdowns Management
- CapHive’s platform empowers you to manage drawdowns and distributions, making the process smooth, precise and efficient
- Automate complex computation for drawdowns linked to basis for calls or fund closings along with ability to intelligently add expenses and unit allocations
- Set-up highly customizable drawdown notices and let our super powerful document generator create and ship out to investors (including sending reminders!)
- Payment integrations to automate multi-party and multi-tranches payment reconciliations
Complex Allocations
- CapHive’s powerful algorithms help automate complex allocations of portfolios, expenses and income to generating personalised statement of accounts, investor return metrics and distribution waterfalls among others
Upload Account Entries
Set-up your own Allocation Rules and Formulas
Generate Statement of Accounts
- Easy bulk upload or set up APIs with your accounting system
- Set up your rules to run customised computations and allocate portfolios, expenses and income
Upload Account Entries
- Easy bulk upload or set up APIs with your accounting system
Set-up your own Allocation Rules and Formulas
- Set up your rules to run customised computations and allocate portfolios, expenses and income
Generate Statement of Accounts
Portfolio Management
- CapHive’s comprehensive portfolio management tool facilities monitoring and computing multiple outputs in relation to the portfolio company related allocations and performance, including running multiple exit related scenarios
- Real time accounting and monitoring metrics (FIFO, weighted average costs, current value, IRRs and fund ratios) at your fingertips
Portfolio Reporting
- Digitize portfolio companies reporting with highly customizable documents, dashboards for key indicators and reminders
- Direct uploads by the portfolio company and ability to set up APIs from their accounting platforms
Compliance and Reporting
- CapHive helps manage compliances including generating templated regulatory filings at a touch of button
- Set up customised reminders for time critical filings eg: filings for receipt of foreign remittances
- Enable customised access for compliance advisors
- Ability to add plug-ins to auto-review portfolio company compliances / AMLs
