Get onboard Fundwave's Investor Portal

An investor portal is a digital portal allowing investors to access their portfolio information.

As investors expect more transparency and remote access surge, Investor portals are increasingly being used by Private Equity firms to communicate with their investors. They offer a centralized experience for studying, analyzing and accessing data.

Fundwave's Investor Portal lets you have secure access to capital calls, NAV statements and other investor docs. It helps in Reduced Workflow and allows you to have Custom Branding.

The Fundwave investor portal has hundreds of features to bring seamless communication and transparency between the fund manager and the Fund's investors. Key highlights: Better Insights: Investors can see key performance metrics for their investment on a dynamic dashboard. Secure access: Investors get 24/7 secure access to all their reports, capital calls, tax documents and other files from any device. Reduced workflow: Lets investors see and update their contact details and bank details on your investor portal. In addition, Custom branding options available are available on-demand!

Apart from the option of Custom branding, you also get interactive dashboards & self-service options for your investors. Fundwave's investor portal helps you seamlessly share capital notices and reports with your limited partners. Fundwave offer's a Modern Dashboard that is easy to hover around and gives a seamless experience. You can publish key metrics and let investors visualize progress on interactive dashboards. With Custom Branding, you can promote your brand by adding your Fund's logo on the Investor Portal. You also get the convenience of Digital signatures and can authorize capital notices using digital signatures with the help of DocuSign. Fundwave's Investor portal boosts transparency by publishing key policies and let investors view their management fees, performance fees and equalization. You have Secure Datarooms where you can seamlessly share capital notices and reports with your limited partners. You also get Access Management to give role-based access to unlimited team members and securely share resources.

We offer simple plans hosted over cloud. The First Close service is for ventures with 10 investors. You can have Unlimited users, Investor data rooms, Interactive dashboards, Self-service bank and contact details, One-touch data publish and can instantly send notices & reports. For up to 25 investors, we have the Final close plan with Unlimited users Investor datarooms, Interactive dashboards, Self-service bank and contact details, One-touch data publish, Instantly send notices & reports and Custom branding for a personalized experience Fundwave's Investor Reporting software is a one-stop solution for your investment reporting and documentation. With a simple and easy to read interface, you can focus on essential numbers and tasks while also having the option of multi-tasking.

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