Simplifying Investor Reporting and Fundraising with a Unified Platform

Overview

Fidera is a London-based long/short equity hedge fund management firm specializing in dislocated and distressed corporate and asset-backed investments. For years, the firm relied on Intralinks’ Fund Reporting to distribute quarterly reports, financial statements and fund documents to its investors. As Fidera’s fund activity and investor base continued to grow, the firm upgraded to Intralinks FundCentre Reporting — a centralized, modern investor portal designed to simplify fund operations, strengthen investor relationships and deliver a more seamless experience for limited partners (LPs).

Situation

With multiple active funds and highly engaged investor relations function, Fidera successfully used Intralinks’ Fund Reporting to distribute quarterly letters, financials and investor communications across its large LP base. However, the firm recognized an opportunity to modernize its processes and gain greater efficiency, visibility and control with FundCentre Reporting.

Each fund was managed in its own virtual data room (VDR), requiring the team to move between separate exchanges to upload documents, manage contacts and track investor activity. While functional, this approach limited Fidera’s ability to view investor engagement across funds and added unnecessary operational complexity for a growing organization.

Solution

Fidera partnered closely with the Intralinks customer success and upgrade teams to implement FundCentre Reporting. The transition involved consolidating thousands of historical records into a single environment — a process completed smoothly thanks to a structured upgrade plan and hands-on support.

At the same time, Fidera adopted FundCentre Fundraising to support an active capital raise, allowing the firm to streamline both investor reporting and fundraising operations within one ecosystem. Together, FundCentre Reporting and Fundraising provided a unified platform for managing the entire fund lifecycle, from marketing and due diligence through ongoing reporting and investor communications.

Results

FundCentre Reporting introduced modern capabilities that immediately simplified Fidera’s day-to-day fund operations. A unified, multi-fund interface eliminated the need to toggle between separate exchanges, allowing the team to manage all funds from one centralized view. “I can go through the funds using the drop downs instead of clicking in and out of different VDRs. When I’m uploading documents, I can see everything in one place and upload for all the funds in one go,” says Ingrid Hellman, Investor Relations, at Fidera.

Governance and security were further strengthened through FundCentre’s built-in review-before-publish workflow. This feature gave Fidera greater confidence when distributing sensitive information to large LP audiences by enabling teams to verify permissions and content before materials went live.

Enhanced reporting and activity tracking provided instant visibility into investor engagement. The team could easily see which users accessed or downloaded documents, improving transparency and responsiveness. “I can easily log in and see which users have accessed the platform on any given day, along with the documents they’ve viewed or downloaded. That’s a really nice feature,” says Hellman.

In addition, FundCentre Fundraising delivered a secure, centralized space for sharing due diligence materials during the firm’s capital raise. The familiar interface across both modules reduced friction for internal teams and investors alike, streamlining workflows and accelerating execution.

Looking ahead

With both FundCentre Reporting and Fundraising fully deployed, Fidera continues to advance its digital transformation by managing investor communications and fundraising workflows within a single, unified platform. FundCentre centralizes reporting, communication and due diligence while delivering a consistent, high-quality experience for LPs throughout the investor journey. Because most of Fidera’s investors were already active on Intralinks, adoption across both modules was seamless and reinforced the value of tapping into a trusted global LP community. 

“I’d absolutely recommend FundCentre. It’s a great platform,” Hellman notes, reflecting Fidera’s confidence in Intralinks as a trusted partner for their fund management needs. 

As Fidera expands its fund activity, FundCentre positions the firm to scale efficiently while maintaining the high standard of transparency and service its investors expect.