A FULL-STACK FUND MANAGEMENT SOLUTION
In the competitive world of alternative investments, spreadsheets and antiquated processes will no longer cut it. A firm’s front, back, and middle office functions must be streamlined and in sync in order to attract and retain the top investors. 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.
A SEAMLESS EXPERIENCE FOR GPs & LPs ALIKE
GPs, Investor Relations, and Fund Administrators can manage and automate all investor relations services on one platform. Centralizing all fund-related data keeps teams aligned, informed, and accountable.
Investors can make more informed decisions with real-time fund information and dynamic reporting they can access through a customized portal anytime, anywhere.
CORE PRODUCT OFFERINGS
SmartExchange consolidates all your technology and applications to create a single source of truth.
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.
Custom App Builder
SmartExchange is a completely customizable solution. Build out your portal, dashboard and menus to mirror your existing workflows.
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 Report 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.
Manage the entire due diligence process within SmartExchange with our project management tool.
Securely share and collaborate on tasks, associated documents, deadlines and more.
Connect Silo Business Applications
Our API allows you to integrate your business applications to match your existing workflows. Integrate DealCloud, or any other CRM, to easily import and manage contacts.
Connect your DocuSign account to manage NDAs and other contracts within SmartExchange.
KEY GP ADMINISTRATIVE FEATURES
Manage Investor Contacts
Easily import contacts from Dealcloud integration or spreadsheets. Assign security profiles to control access and distribution to LP specific folders.
Calculate Call & Distribution Requests
Centralize and streamline fund accounting. Calculate calls and distributions using an import from Excel or custom calculations.
Manage Projects & Tasks
Assign tasks, due dates and collaborate on targets, portfolio company acquisitions, exits, compliance assessments/audits, and more.
Centralize Investor Data
Eliminate spreadsheets by consolidate all investor data and fund accounting into a secure, dynamic platform.
Automate Investor Reporting
Use our SmartLP tool to automate the generation of investor-specific reports based on your existing templates & distribute into individual portal accounts.
Conduct Due Diligence
Share Fund Information
Share pertinent fund information with the ability to customize which fund details are made available to any specific investor.
Automate Email Notifications
Automate alerts and instantly notify investors via custom email tempates when new information is available in the portal.
Fundraise & Market
Market available investment opportunities with potential investors within the portal and through automated email updates.
RETAIN & ATTRACT INVESTORS WITH BETTER ACCESS TO INFORMATION
KEY INVESTOR FEATURES
Modern Portal Experience
Impress your investors with a intuitive online experience. Customize the portal design to match your branding.
Fully-customizable dynamic dashboards and graphics with real-time data give investors the transparency they need more strategic decisions.