Investor/Family Member Relations
Powerful Tools
ONW has powerful tools for managing investor/family member 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/family member snapshots are available with an ingenious capital account reconciliation matrix with drill-down granularity available with a click of a mouse. Robust family member profiles represent one stop shopping for contact, fundraising, and active snapshot information.
Automated Batch Investor/Family Member 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/family member batch reporting, including letters and reports from remote locations to approve and send. Automatically generate PDFs to either (1) Send out in a batch email, or (2) Push out to WebLP for immediate consumption by participating family members, or both.
