Investor and Fund Raising Portal

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Investors are the lifeblood of your business. And they are demanding. Providing them with timely, transparent and meaningful information is crucial to maintaining a healthy relationship, but the execution of this goal can be time consuming and problematic.

AltaReturn Investor Portal lets you be creative and innovative in your approach to communications. Present each investor with information that is pertinent to their organization, from their first welcome screen down to individual reports. Move beyond the standard customizations of name and fund. Remaining commitment and last capital call – dynamically rendered on their welcome screen? No problem. Branding to match your current website? Absolutely. And of course, all this is supported by a flexible security structure that allows you to be as specific as you need to be.

Communication is supposed to be a two way street – so we let your investors talk back. Questions and responses, tracked on the website go beyond the basic “click here to send an email.” On-line forms enable investors to modify contact information and wire instructions, which then go through your own workflow for approval and updates.

Investors are demanding more – and AltaReturn Web Portal gives you the tools to exceed those demands.

Key Features

  • Highly customizable and personalized investor welcome screens
  • Virtual Data Room (VDR) for fund raising due diligence
  • Static and dynamic reporting options
  • Detailed and flexible security configuration
  • Data collection options with built-in workflow and approvals

Key Benefits

  • Improve quality of investor relationships
  • Streamline communication process
  • Seamlessly integrate with your current web presence

Product/Service details