Investor Relationship Management System

The investor (LP) relationship management system is a CRM system designed and developed specifically to serve private equity funds LP. Assisting investment institutions in the maintenance and management of investor relations has not laid a solid foundation for future long-term cooperation. PEPM-LPRM realizes the online distribution of quarterly annual reports of funds, and sends payment notices and allocation notices in batches. For institutional investors, there is also a special data synchronization data export function.

Main Function Module

  • Home
    • desktop
    • Memo (task)
    • Address book
    • knowledge base
    • Work log
    • Home customization
  • LP Information Management
    • Browse
    • Add LP
    • Export
    • Import
    • View
      • Overview
      • Memo
      • Documentation
      • Account maintenance
      • Revenue measurement
      • Contact person
      • Advanced
  • Fund data
    • Browse
    • Add fund
    • View
      • Overview
      • Documentation
      • Portfolio
  • Document distribution
    • Browse
    • Add document
    • Export
    • Import
    • View
  • account number
    • account number
    • change Password
  • Contributions and distributions
    • Browse
    • New payment
    • New allocation
    • Import
    • View
  • Recycle bin
    • Investors
    • Documentation
  • System Configuration
    • Log
    • Configuration
    • user
    • user group
    • Document classification
    • Data model
    • menu
    • Custom Home

  • How To Become Efficient And Accurate Management Software?

    Investor Relationship Management

     

    Document distribution management

     

    Generate and send payment and fund allocation notices in batches

     

    Standardized data export

     

    LP cash flow management