Investor Reporting

Don’t let a manual process rob you of time and agility.
The creation and distribution of capital calls, statements, K-1 documents, and other investor-specific reports are critical business activities for your firm. A manual process can take days to complete and be plagued by human error. Save yourself time, money and headaches with a leading on-demand solution.

Challenges & Opportunities
Splitting a single master document into multiple investor-specific reports is the most time-consuming element of reporting. If these documents are not accurate and on-time, you miss investment opportunities and degrade investor trust. To manage liquidity and legal requirements, you need to know that capital calls and K-1 documents have been received and viewed by their named recipients – a business need your manual process cannot support.

Products & Services That Can Help
IntraLinks for Investor Reporting automates the investor reporting and communication process. Deepen investor relationships with proactive, capital call management. Build trust and transparency with investors with accurate and timely reports. Manage firm liquidity and capitalize on investment opportunities with auditable and verifiable investor reporting capabilities.

• IntraLinks Exchanges provides a single, secure location for investors around the globe to easily access and exchange information. Documents can be accessed 24/7/365 from any computer via any standard web browser.
• IntraLinks' FileSplit capability swiftly automates the splitting of master documents into investor-specific documents suitable for posting and distribution in minutes vs. hours.
• Auditing and tracking capabilities show whether time-sensitive documents have been received and viewed by their recipients regardless of time and place.