USEÂ CASE
Save up to 80% of time spent on manual coordination by automating quarterly reporting across teams, portfolio companies, and systems.
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Schedule automated reporting requests to your portfolio companies or investments in batch. Include instructions and automate follow-ups.
Manually request customers to provide supporting information (e.g. Proof of Wealth Statement) over email or letter.
Structure quarterly reporting in compliant format and send automatically to shareholders.
Whether you’re Fund Ops manager or a seasoned low-code builder – get started your way.
