With all data available real-time in one central location, you eliminate administrative processes that hinder efficiency and effectiveness of the deal team.
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.
The most efficient way to manage all investor relations services from end-to-end.
Manage & automate all investor relations services on one platform
Centralize all fund-related data
Keep teams aligned, informed, and productive
Access to real-time fund information
Access to dynamic investor reporting through a fully customized portal
Make informed decisions anytime, anywhere