Great investor reporting begins with an exceptional investor portal. Offering your investors a seamless way to monitor their investments with you, including tracking interest payments on a monthly, quarterly, and yearly basis, can significantly enhance AUM with existing investors and foster referrals.
This article explores how Baseline can elevate your investor reporting experience.
Portfolio Analytics
Whether you manage a fund, syndicate loans individually, or utilize blanket promissory notes from your investors, Baseline enables investors to view their annualized returns across their entire portfolio. Additionally, investors can track their total monthly interest earnings across all their investments.
For each deal they're involved in, investors can monitor their earned income, active principal balance in the investment, and their contribution date.
Statements
Baseline automatically generates monthly investor statements, reflecting their activity, including distributions, new cash deposits, and placements into investments.
Transactions
Offering a consolidated view of all funds flowing in and out of investor accounts, Baseline provides transparency on interest payments, principal returns, cash contributions, and investment activity.
Documents
Request essential documents from investors, such as investor questionnaires, bank statements, and subscription agreements.
Interested In Learning More?
Discover how Baseline can streamline your investor management. Schedule a Demo!
