A FULL-STACK FUND MANAGEMENT SOLUTION
In the competitive world of private equity, 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.
KEY ADMINISTRATION FEATURES
Manage Investor Contacts
Calculate Call & Distribution Requests
Manage Projects & Tasks
Centralize Investor Data
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.