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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Sign and track contracts using legally compliant electronic signatures and manage subscriptions, resolutions, votings, NDAs and more.
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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.
Can Layest automate financial reporting?
Yes, Layest can auto-generate tailored, pre-formatted summaries, highlight key metrics, and performance indicators. It allows users to generate quarterly reports within seconds using AI-supported templates, eliminating manual work and human errors.
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.