Portfolio Monitoring
Track your investments and stay on top of KPIs and performance metrics by monitoring all investment details like due dates, distributions, repayments through an intuitive dashboard.
Track Investments
Smart Insights
No more lengthy calculations and days spent on spreadsheet maintenance. Track operational KPIs, visualise trajectories in graphs and add commentary to the performance of the investments.
- Enhanced Analytics:
- Gain insights with advanced analytics by tracking investors activities like document views, email interactions and click-through rates.
- Investor-Friendly Portal:
- Offer a convenience-driven interface to investors, providing access to all relevant investment documents and information, including property details, valuations, insights, distributions, and contracts.
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Investor Relations
Manage investor relationships, from initial interest to distributions and everything in between, with a CRM tailor-made for investment management.
Reporting
Generate quarterly reports within seconds. Eliminate manual work and human errors using our AI supported templates, branded with your company.
Data Room
Centralize all documents in one secure space, with full control over access and visibility. Allocate documents to different investors, entities, and assets, and enable e-signing from within the platform.
Portfolio Monitoring
A beautiful, easy-to-use, and secure platform that gives you more transparency and increase your investors satisfication. Stay engaged and up-to-date with your investments and make informed decisions.
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Let's manage your investments together. Get in touch and let's talk about your needs.
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Frequently asked questions
If you still have questions, please read our FAQ to get all the information you need. Additionally you can contact our team.
Who Benefits from a Fundraising Software?
Our fundraising software is tailored for General Partners, investment managers, and firms in the investment sector. It enhances the efficiency of capital raising, investor relations, and compliance processes. This software is perfect for firms aiming to improve investor engagement, streamline reporting, and refine the entire fundraising cycle.
What Does Fundraising Enablement Entail?
Layest’s fundraising enablement encompasses various tools and functionalities that aid investment firms in capital raising and funding acquisition. This includes features like data rooms, public brochures, automated subscription processes, and lead management.
What Advantages Does a Fundraising Software Offer?
Integrating fundraising software into investment management is crucial for a fluid fundraising experience. The software’s integration with other essential tools like investor CRM, reporting mechanisms, and document management platforms enhances overall efficiency and efficacy.
What is a Investor Portal Software?
A Investor Portal is an online platform or software that enables investors to oversee their investments, discover new investment opportunities, and make commitments.
Why do companies need an Investor Management Software?
Investor Portals are essential for building and strengthening relationships with investors. They offer secure, straightforward access to investment data, such as portfolio details, financial reports, and performance metrics. This portal also allows investors to manage their accounts, conduct transactions, and interact with the companies. By providing this access, investment managers can boost investor confidence, streamline communication, lessen administrative burdens, and expedite capital raising.
Is There a Limit to the Number of Investors or Investments Managed in the Investor Portal?
The Investor Portal allows you to manage an unlimited number of investors, investments, and entities at no additional cost.