Investor Reporting
Empower your investors and keep them informed with personalized templates and automated reports. Accelerate back-office operations and streamline your reporting process effortlessly by using our automate AI-based reporting.
Streamlined Reporting
Better Investor Reporting
Ensure your investors stay well-informed with our comprehensive suite of investor reports.
- Instant Reports:
- Generate reports automatically from any data set and distribute them effortlessly. Select pre-defined recipient lists for faster delivery.
- Publish Documents:
- Publish key documents like financial statements, tenant lists, and balance sheets. Save time and eliminate errors by easily uploading various document types into your reporting.
- Branded and Personalize Templates:
- Craft polished reports aligned with your brand and fully customize it to meet your investors’ preferences.
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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.
How Does Layest Enhance Investor Reporting?
Layest streamlines the reporting process by allowing you to effortlessly generate and dispatch reports and statements to your investors. You can create reports directly on the platform or upload and disseminate them with a single click. Investors conveniently receive these reports via their Investor Portal or email.
Is Layest Capable of Creating Distribution Reports?
Absolutely. Layest facilitates the creation of distribution reports. You can upload your data in a spreadsheet format or input your investors’ pro-rata shares directly on the platform. Layest then automatically produces individualized PDF notices for each investor and sends them out.
Does Layest Support Automated Capital Call Generation?
Yes, Layest simplifies capital call processes. Similar to distribution reports, you can upload spreadsheet data or enter investors’ pro-rata shares on the platform. Layest then automatically generates and sends a personalized PDF notice to each investor.
Can Layest Produce Customized Investor Statements?
Indeed. With Layest, you can design a template for investor statements and upload investor-specific data. Layest then generates tailored statements for each investor, reflecting their unique information.
What Exactly is Investor Reporting Software?
Investor reporting software is a digital tool used by investment firms to efficiently create and distribute a variety of investor reports. This software streamlines the communication of investment performance and other relevant data to investors.