Solutions

Investor Reporting

Investors are demanding increased transparency and more frequent reporting. This process can be time consuming, and distract you from managing your fund and staying competitive. IntraLinks Dealspace provides you with a powerful investor reporting solution to streamline communication and enhance the transparency of your fund in a controlled and secure environment.

VISION AND PLATFORM

Enhance fund reporting and strengthen investor relationships.

In the wake of turbulence in the financial markets, institutional investors want greater insight into fund activity on a timely basis. Successful investment firms are able to balance these requirements while managing operating costs and maintaining their competitive focus.

IntraLinks Dealspace was designed to save your firm time by enabling you to execute a professional, best-in-class reporting program that meets the growing need for institutional quality infrastructure. Investment firms that use IntraLinks can automate and eliminate steps in the reporting process while providing investors with a convenient way to access their capital calls, statements, fact sheets, and tax documents using their existing IntraLinks ID. Additionally, IntraLinks tools help automate the time consuming and error-prone process of splitting a master file into multiple, investor specific documents, which reduces the risk of sending a sensitive document to the wrong investor.

Additional key capabilities include:

  • Advanced document and investor management capabilities combined with powerful reporting and workflow tools streamline routine processes
  • Security features enable firms to securely share confidential information outside of the firewall
  • Secure access for investors to reports whether they are in the office, or on-the-go using their mobile device of choice, such as the iPad or iPhone
  • Branded alerts ensure your firm’s brand is front and center on all investor communications
  • Integration between IntraLinks and CRM solutions, enables your firm to maintain consistent information between systems without having to rekey it
RELATED WHITEPAPER

Build vs Buy: The Investor Portal's Role in Growing Business – The direct costs of building an investor reporting portal — especially staffing — can be substantial.  Find out how partnering with the right provider gives funds access to the advanced technology and global client service organization needed to launch a reporting portal that helps increase re-investment and decrease redemptions. It also reduces the risk associated with introducing new technology to investors, accelerates the solution’s time to market, converts fixed costs to variable ones, and eliminates capital expenditures.

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Case Studies

  • Investor Reporting

    Gresham

    Gresham LLP was one of the first private equity firms to embrace electronic document sharing with its limited partners. Switching to IntraLinks enabled Gresham to streamline and improve its investor reporting and fundraising. Based on the success of using IntraLinks for its fundraising process, Gresham decided to expand use of its solution to complement the firm’s internal tools.

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  • Investor Reporting

    The John Buck Company

    The John Buck Company (TJBC), a leading full-service real estate firm, turned to IntraLinks® to automate its investor reporting process. TJBC reduced its turn around time by 95% and started using IntraLinks for year-end and tenant audits, board of directors reporting and project management. IntraLinks is now the main tool for communication with TJBC investors.

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  • Investor Reporting

    Oxford Bioscience Partners

    Life sciences venture capital firm Oxford Bioscience Partners reengineered its investor communication process, first supplementing and eventually replacing its manual, paper-based approach with IntraLinks. As a result, the company slashed months of administrative time while better serving the needs of its limited partners.

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