How Four Leading Investment Firms Modernized Fundraising and Reporting

In today’s private markets, fund managers are navigating a widening gap between rising investor expectations and the constraints of legacy workflows. Limited partners (LPs) now expect faster responses, seamless access to information and greater transparency — all while fund structures grow more complex and data volumes continue to surge. Yet many teams still rely on email chains, consumer-grade file-sharing tools and disconnected systems to manage fundraising and reporting, resulting in friction, inconsistent experiences and avoidable delays.

Savvy managers are closing that gap by adopting purpose-built platforms that centralize content, automate distribution and enhance visibility across the entire fund lifecycle. These technologies don’t just streamline operations — they elevate the investor experience and free internal teams to focus on value-driving work. Below, we explore how four firms, Crescera Capital, MA Asset Management, Riverstone Holdings and Sectoral Asset Management, are elevating the way they engage with investors at every stage of the relationship.

Crescera Capital: A faster, more organized fundraising workflow

Based in Brazil, Crescera Capital manages private equity and venture capital strategies across Education, Healthcare and Technology. As the firm prepared to raise a USD 500 million fund, the team recognized that their email-based diligence workflow had become unsustainable — fragmented, hard to track and increasingly risky.

By adopting SS&C Intralinks FundCentre™ Fundraising, Crescera replaced manual outreach with a secure, centralized hub housing more than 70 due diligence and marketing documents. Granular permissioning ensured each LP saw only the content relevant to them, while engagement tracking revealed who was reviewing which materials in real time.

The result: a more controlled, structured and scalable fundraising process and a noticeably smoother experience for both the investor relations (IR) team and their global LP base.

“It’s so much easier now … Instead of sending multiple emails and uploading files repeatedly, I just upload once, add the investor’s email and the platform handles the rest.”

— Isabel Lefevre, Investor Relations Analyst

Crescera also credited Intralinks’ responsive customer success team with making the onboarding process seamless.

MA Asset Management: Elevating the LP experience through streamlined fundraising

MA Asset Management, a U.S.-based private credit manager launching its flagship interval fund to North American investors, needed a secure and efficient way to share fund materials with investors. Their prior solution — an off-the-shelf file-sharing tool — created significant friction for both the team and their investors. Investors struggled to locate diligence documents and reset login credentials, and the system lacked the security controls and scalability theirm needed.

The team turned to Intralinks to streamline fund marketing, due diligence and investor engagement. By centralizing all diligence materials in FundCentre Fundraising, MA Asset Management eliminated manual work, reduced investor questions and created a repeatable, frictionless fundraising process backed by a trusted partner.

"Once we get through the initial diligence process for this fund, I don’t think we’ll ever stop using Intralinks … With this streamlined process, I no longer have to send emails with our prospectus, DDQ and deal sheets. I can just drop them into Intralinks and alert investors to new content."

— Alan Alsheimer Jr., Head of U.S. Marketing and Distribution

Riverstone Holdings: Reporting that once took days now takes hours

Riverstone Holdings, a private markets asset manager specializing in energy, power and infrastructure, manages reporting for thousands of investors across dozens of funds. With heavy posting volume and strict deadlines across capital calls, distributions, quarterlies and tax documentation, the team needed a more efficient way to manage investor communications.

After 15 years using Intralinks VDRPro™, Riverstone upgraded to FundCentre Reporting powered by InvestorVision™, a purpose-built investor portal designed specifically for private markets reporting. The portal offers intuitive navigation, one-click document access and detailed engagement metrics that help IR teams monitor activity with clarity.

A major challenge during migration involved transferring 150,000 historical documents, some more than two decades old. Intralinks’ data upgrade specialists ensured everything was moved accurately and without disrupting investor access, even as the transition took place during Riverstone’s busiest reporting season.

The efficiency gains were immediate.

“Our quarterly reporting used to take a few days — now it’s done in a few hours. It’s much easier with InvestorVision.” 

— Diana Greig, Fund Coordinator

Today, FundCentre Reporting powered by InvestorVision supports over 2,600 investors and 6,600 users across 63 active funds, making reporting smoother, more accurate and more transparent.

Sectoral Asset Management: One portal, zero friction for investors

Sectoral Asset Management, a global healthcare-focused public equity and venture capital investor, faced a common industry challenge: each fund administrator required investors to use a separate portal. The result was multiple logins, difficulty with locating documents and a steady stream of support requests that consumed the three-person operations team’s valuable time.

By consolidating everything into FundCentre Reporting powered by InvestorVision, Sectoral streamlined reporting across all funds and created a unified access point with standardized folder structures, ILPA templates and robust permission controls for over 300 users. The consolidation improved accuracy and freed the operations team from constant administrative troubleshooting.

“We’re getting great comments from our investors and business development team … We’re really happy with InvestorVision.” 

— Gauthier Sanz, Operations Team

With fewer questions about where to find documents, both investors and internal teams gained time to focus on more meaningful work.

The future of fund management is integrated, transparent and investor-first

Across these four firms, spanning geographies, asset classes and operational models, several themes emerge:

• Dramatic time savings
  • Riverstone reduced quarterly reporting prep from days to hours
  • Crescera and MA Asset Management eliminated repetitive, email-driven workflows
  • Sectoral significantly decreased support requests by consolidating systems
• A more seamless LP experience
  Investors benefitted from intuitive navigation, personalized landing pages and single-login access across funds.
• Streamlined, secure workflows
  From granular permissions to centralized content and detailed engagement tracking, each firm improved control and transparency across the fund cycle.
• Exceptional implementation support
  Each firm emphasized the value of Intralinks’ customer success and upgrade teams as instrumental in ensuring smooth transitions without operational disruption and continued optimization.

As alternative asset managers scale and competition intensifies, technology becomes a key differentiator. These four firms demonstrate that modern fundraising and reporting platforms don’t just reduce manual workload, they elevate every touchpoint of the investor journey. Platforms like FundCentre enable firms to deliver that elevated experience consistently, giving LPs the clarity and speed they expect while allowing internal teams to operate with greater efficiency and precision.