CategoryFeatures

Services for investment funds: how such software works?

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Investment companies use a variety of services in their work to coordinate different areas: for project management, tracking metrics, and building business processes. In practice, the number of programs the fund works with reaches 10, 15, and in some cases even more. This is no doubt inconvenient. Managers in the PE / VC markets are increasingly willing to accept and use modern technologies. And...

Why do you need CRM in investment funds?

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If you were asked, what is the most important thing you need to succeed in your daily work? What is the essential thing to have in order to successfully implement any project? Surely, the majority of answers would be based on two obvious concepts: time and data. What information you get and how quickly you can react is crucial. Earlier the main task of a CRM was to store customer data from...

BI in investment management

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Transparency is more important than ever in the world today. It provides access to information that does not change with regard to the viewpoint or the personality of the broadcaster. Many modern companies use BI systems in their daily activities, but it is very rare for investors to plunge into these systems.  In the best case, they are reviewed once at the due diligence stage and later...

The launch of a mobile application for venture investors

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The AIRR investment management platform has launched a mobile application that offers venture capitalists their portfolio data online and on-the-go. The service offers a single SaaS solution for venture funds, private equity funds, family offices and allows them to automate the investment management process. The platform was created inside an investment fund with a long track record, and a team...

LP reporting: how we’ve built it at iTech

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The quality of investor reporting is essential for every PE/VC firm, and there are multiple layers of it. First and foremost, every investor wants to know how much money he has spent and how much money he has received. This is the simplest question any GP can answer. All investment management platforms provide this functionality called capital accounts and allow fund managers to track their...

AIRR FundAPI: how to update your fund metrics in a smart way

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The ability to export the data is essential for any SaaS platform, otherwise the data gets buried in it forever. A well thought-out API makes it easy for the customers to integrate with other applications they use. However, when it comes to PE/VC software, the best one can usually get is the old-school “Download to Excel” button, which creates a static non-updatable file that isn’t refreshed when...