USEÂ CASE
Save up to 80% of time spent on manual coordination by automating quarterly reporting across teams, portfolio companies, and systems.
Quarterly portfolio reports are just one of several documents VCs create on a regular basis that eat up tons of time. Scheduling QPR reports, automating coordination with portfolio companies, and providing an online portal to upload quarterly performance and documentation can drastically reduce the overall manual workload and time required to submit compliant reporting. Best of all, there's no need to hire a third party to help.
Schedule automated reporting requests to your portfolio companies or investments in batch. Include instructions and automate follow-ups.
Manually request customers to provide supporting information (e.g. Proof of Wealth Statement) over email or letter.
Structure quarterly reporting in compliant format and send automatically to shareholders.
Whether you’re Fund Ops manager or a seasoned low-code builder – get started your way.
