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Overview Fund Managers Investors Data Room Support Security


Fundvault for Fundraising and Data Rooms
Streamlining your investors' decision process

we know that the process of providing information for due diligence is time consuming and requires careful management. furthermore, investors are demanding more information than ever before and for it to be delivered quickly. fundvault can help by allowing fund managers to easily deliver due diligence materials to new potential investors in a secure, controlled way.

Fundvault gives fund managers the ability to get a faster response from potential investors by quickly capturing their attention. it does this by giving fund managers the ability to:

  • Instantly deliver PPMS and other confidential marketing materials to potential new investors
  • Make due diligence documentation available quickly, effectively and securely to potential new investors.
  • Track who is accessing what documents when. for example, you may better track the progress of your due diligence process by understanding if and when an investor has accessed your documentation.
  • Automatically alert new potential investors as to when documents are available.
  • Better manage the delivery of documents by giving you a record of what documents have been delivered when, and to whom, all in one location. it's much better organized that using email.
  • Control the type of access each party may have to a document view only, view and print, or view print and save.
  • Deliver documents securely. most email is not secure. Fundvault also eliminates the costs associated with collecting, printing, copying and collating documentation, stuffing envelopes, organising courier services, and delivering documents

Fundvault gives potential new investors the ability to:

  • Be alerted by the fund manager via email as to when documents are available and then to access them instantly.
  • Receive due diligence documents all in one location, particularly since documents are usually delivered in stages throughout the process.
  • Receive documents already organized into useful categories - saving time and effort in filing and finding important documents when they're needed.
  • Access due diligence documents securely from any web browser, anywhere.

FundVault allows for simple, timely, high quality, cost effective delivery of documents to investors.