Full-stack Fund Management Solution
Simple Solutions for All Your Complex Fund Management Needs.
Modern Investor Portal Experience
Impress your investors with an intuitive experience complete with dynamic dashboards and real-time access to fund information. Customize the portal design to match your branding and choose what information to share with investors.
Smartroom Virtual Data Room
Get full access to our industry-leading virtual data room and all its functionality from directly within SmartExchange. Create custom user settings to enable secure file sharing and collaboration.
Smartlp Reporting Automation
Our SmartLP application allows you to automate the creation of investor-specific reports based on your existing templates and processes. Reports are automatically distributed to their secure, designated folders within the Investor Portal.
Why Smartexchange Is Powerful
SmartExchange consolidates all your technology and applications to create a single source of truth.
Help Investors Make Informed Decisions...
… by automating the distribution of fund information and reporting data in real time.
SIMPLIFIED & SEAMLESS EXPERIENCE
SmartExchange consolidates all your technology and applications to create a single source of truth.
From fundraising marketing, investor reporting to portfolio exits, SmartExchange integrates every stage of a fund’s lifecycle into a single platform, creating a streamlined experience for both fund managers and investors alike.
Streamline Workflows
With all data available real-time in one central location, you eliminate administrative processes that hinder efficiency and effectiveness of the deal team.
Increase Productivity
Keep teams focused on the strategic rationale of the deal during each execution phase helps them make more informed business decisions.
Reduce Risk
Custom user profiles and granular security rights keep information secure. Reduced manual processes help eliminate costly human error.
Save Money
Consolidating work management into a single source eliminates redudant processes and third party service provider costs.
Enhance Collaboration
Set due dates, assign tasks, track progress and share files. Work management all in one place helps teams stay organized, informed, and accountable.
Customized Configuration
Integrate enterprise systems you already use to maximize their ROI. Build out your portal and dashboard to mirror your existing workflows.
SmartExchange Is The Solution
The most efficient way to manage all investor relations services from end-to-end.
Fund Managers
- Manage & automate all investor relations services on one platform
- Centralize all fund-related data
- Keep teams aligned, informed, and productive
Investors
- Access to real-time fund information
- Access to dynamic investor reporting through a fully customized portal
- Make informed decisions anytime, anywhere