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FULL-STACK FUND MANAGEMENT SOLUTION

Simple Solutions for All Your Complex Fund Management Needs.

 

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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.

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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.

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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.

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WHY SmartExchange IS POWERFUL

SmartExchange consolidates all your technology and applications to create a single source of truth.

 

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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.

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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

Increase
Productivity

Keep teams focused on the strategic rationale of the deal during each execution phase helps them make more informed business decisions.

risk

Reduce
Risk

Custom user profiles and granular security rights keep information secure. Reduced manual processes help eliminate costly human error.

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Save
Money

Consolidating work management into a single source eliminates redudant processes and third party service provider costs.

collaborative

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.

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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

Simplified Experience
 

Investors

  • Access to real-time fund information

  • Access to dynamic investor reporting through a fully customized portal

  • Make informed decisions anytime, anywhere

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Ready to learn more?

LET'S GET ON A 15-MINUTE CALL

 

CLICK HERE TO BOOK A DEMO