The trend is towards electronic document delivery, not away from it. Use FundVault to securely place documents such as capital calls, distribution notices, annual and quarterly reports in each investors workspace. Create documents easily by using our mailmerge function. Simply upload an excel sheet with the relevant information, and via our powerful mailmerge, thousands of personalized PDF documents can be created on the fly , placed in the correct workspace, and alerts sent out. Categories of your preference can be created, and different groups of investors see only what you want them to.

Out of touch, out of mind. Think about potential investors for your next fund now – not when its upon you. Using our contact management module, which has many HTML format templates meant especially for investment managers, or templates created according to your format, you can send regular updates such as on deal information, newsletters, fundraising status, comings and goings, and even Christmas greetings! FundVault offers a simple and easy way to manage multiple lists of groups of investors, or potential investors or friends of the firm.

FundVault only focuses on investor relations, and what an investor needs to see, is not related to how you do your accounting. Our analytics module provides just that. With FundVault you can upload an excel data sheet with all the updated investor information, and instantly the investor will find a graphical representation of his investment position, what his drawdowns and calls were, when they occurred and by drilling down, what they were for. Client administrators see overall fund data.