Delivering accurate, timely information that keeps your investors informed, aligned, and engaged.
BUILT FOR CLARITY. DESIGNED FOR INVESTORS.
Modern Investor Servicing Built for Real Estate Funds
We bring together modern technology and hands-on expertise to ensure seamless onboarding and accurate, transparent reporting, freeing you to focus on capital and portfolio growth.
Whether you're new to fund management or a seasoned operator, we help you deliver an institutional-quality experience from day one.
Investor Portal and Digital Subscription Process A streamlined digital workflow that simplifies onboarding, ensures compliance, and gives investors real-time access to their information.
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Maintenance of Fund Investor Records Accurate registers and ownership records, including subscriptions, capital calls, waterfalls, distributions, transfers, and redemptions.
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Capital Calls and Distribution Payments Made Easy Capital call notices, tracked receipts, and simplified distribution payments, using NACHA files or integrated payment solutions.
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Investor Communications and Statements Institutional-quality statements and notices with customizable reporting, delivered securely through your investor portal.
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Alternative Investment Product (AIP) Reporting Direct reporting to custodians, enabling access to a broader investor base including RIAs and retirement accounts.
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Tax and Compliance Accreditation verification, AML/KYC, quarterly ERISA monitoring, 1099-INT preparation, and secure K-1 distribution.
SMARTER SYSTEMS. SMOOTHER OPERATIONS.
Technology That Streamlines Workflows and Improve YourInvestor Experience
We partner with Agora, an award-winning investment management platform known for its exceptional user experience and unified investment management capabilities. Deliver a faster, smoother and more polished investor onboarding experience, and real-time data access your investors will love.
Have an existing portal you love? No problem, we tailor our services and workflow to your operations.
Professionalize Your Investor Experience
Let us manage the details so you can build stronger investor relationships and focus on your core business.
