We know that the process of providing information for due
diligence is time consuming and requires careful management. Furthermore,
investors are demanding more information than ever before and for it to be
delivered quickly. FundVault can help - by allowing fund managers to easily
deliver due diligence materials to new potential investors in a secure,
controlled way.
FundVault gives fund managers the ability to get a faster response from
potential investors by quickly capturing their attention. It does this by
giving fund managers the ability to:
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Instantly deliver PPMs and other confidential marketing materials to potential
new investors
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Make due diligence documentation available quickly, effectively and securely to
potential new investors
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Track who is accessing what documents when. For example, you may better track
the progress of your due diligence process by understanding if and when an
investor has accessed your documentation.
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Automatically alert new potential investors as to when documents are available.
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Better manage the delivery of documents by giving you a record of what
documents have been delivered when, and to whom, all in one location. It’s much
better organized than using email.
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Control the type of access each party may have to a document – view only, view
and print, or view print and save.
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Deliver documents securely. Most email is not secure.
FundVault also eliminates the costs associated with collecting, printing,
copying and collating documentation, stuffing envelopes, organising courier
services, and delivering documents
FundVault gives potential new investors the ability to:
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Be alerted by the fund manager via email as to when documents are available –
and then to access them instantly.
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Receive due diligence documents all in one location, particularly since
documents are usually delivered in stages throughout the process.
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Receive documents already organized into useful categories - saving time and
effort in filing and finding important documents when they’re needed.
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Access due diligence documents securely from any web browser, anywhere.
FundVault allows for simple, timely, high quality, cost effective delivery of
documents to investors.
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