Powerful Tools
PEO has powerful tools for managing investor relations. Fund level roles allow correspondence distribution for capital calls, distributions CCs or general mailings. Correspondence can be faxed, emailed or printed out hardcopy with labels. Instant investor snapshots are available with an ingenious capital account reconciliation matrix with drill-down granularity available with a click of a mouse. Robust investor profiles represent one stop shopping for contact, fundraising, and active investor snapshot information.
Automated Batch Investor Report Generation
Completely automate capital call and distribution notices with separate phases for generation, review, and approval. Send capital call notices out in a batch email, combined with full investor reporting. Generate investor batch reporting, including letters and reports from remote locations to approve and send. Automatically generate investor PDFs to either (1) Send out in a batch email, or (2) Push out to WebLP for immediate consumption by limited partners, or both.
Fund Raising
Track prospective investors including expected commitments, probability, and phases. Instantly view fundraising pipeline on demand. Immediately access the investor capital reconciliation for funds they are already participating in. Track activities in detail including meetings, interactions, documents, and emails.
