Limited partner reporting | Fundwave

Limited Partner Reporting Portal

 

Are you fund raising for your next investor close? What’s missing in your deck?

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Track record and investment thesis aside, a great deck needs to mention how the fund managers can provide a transparent and readily available reporting to their investors. In fact, such is the importance of a transparent reporting process that were there a trade off, a sophisticated investor would be willing to sacrifice some performance in favor of greater transparency. We invest in off market securities after all!

In response, a great wave of reporting standards have emerged recently such as the Institutional Limited Partners Association (ILPA) or European Venture Capital Association (EVCA) reporting standard. Of course, with Fundwave you can already report in a compliance to these and other similar standards. So we decided move to next piece of the puzzle with the Fundwave Investor Portal.

With the Fundwave Investor Portal, your investors can have their data with you neatly organized and available at a tap. On your end, you can easily upload reports, track investor views and make a great first impression to your investors. It’s out for beta┬ánow, so you can check it out right away!

By |June 7th, 2016|Fundwave Blogs, Limited partner reporting|

Tired of custom reporting? Drop the spreadsheet and delight investors.

Research shows that 76% of investors in private equity funds expect to increase their requests for customized reports. With the average headcount of the finance team already at 20% – 28% of the total, there is little bandwidth left to meet the increased volume of requests.

What if a ‘custom reporting request’ is no longer the horror word that sends your fund accountant into a tizzy at the quarter end? With Fundwave, we’ve made custom reports as natural as they could get. You define the variables, the report design and generate a so called ‘custom report’ in no time.

Yes, each investor can have a different reporting template. You can even ensure that your templates adhere to the reporting guidelines that your investors love, such as ILPA, IPEV or AVCL. Welcome to the next generation of private equity fund operations. Welcome to Fundwave.

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A sample report generated through Fundwave

By |March 26th, 2015|Limited partner reporting|