POWERFUL REPORTING TOOLS
We’ve provided a host of reporting tools to help you track performance and activity in your portal. Coupled with a robust notification system, you’ll create a high level of transparency across multiple capital raises, investments, and investors.
Our reporting tools will make tax time a breeze and can help organize data for any situation.
Notifications ensure that you are always caught up with any updates your investors make to their investment profiles, as well as help you track the progress of your capital raises.
INCREASE VISIBILITY AND TRANSPARENCY
Whether you’re looking to generate performance reports after a capital raise, or an investment report to take to your CPA at tax time, we’ve got you covered. All of our reports export to a simple excel sheet that can easily be uploaded into any financial software.
Stop wasting time on tedious data entry, and start using technology to increase visibility and transparency across your enterprise. We’ll help you simplify tax time, and give you access to all the reports you need, when you need them.
WHAT DOES IT LOOK LIKE
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Additionally, we’ve provided several notifications to increase awareness and ensure that external records and back ups are always up to date.
These notifications can be customized as part of your unique investment workflow to further track investors as they progress through your capital raises.
Here are some of the notifications you can set up to further track portal changes.