Private Equity

Investor portal made easy. Secure, share and track documents

Central Document Hub

Whether raising funds or communicating with partners and investors, use a central document hub to control simultaneous and multiple projects. Having the right information not only eases the administration for each fund, but it also allows partners and investors to easily access information to analyse and track how each segment of the business is performing.

Granular Permissions

PE firms require an investor portal to share documents and reports in a secured environment (SSL). Likewise, financial and legal due diligence engagements for fund raising requires specific user access security matrix (example: read only non-downloadable formats).

DOCUTONE DATAROOM

Take the complexity out of managing a series of multiple funds.

To manage PE investor reporting, Docutone DataRoom offers:

  • Branded data rooms. Custom branding for firm’s data room account and individual funds
  • Easy investor access. 24×7 access to current and historical fund data, reducing calls from investors for information
  • Central repository. Switch easily between funds to access to trade receipts, investor statements, audited financials and more
  • Simplified setup. Easy admin page to manage users (investors, internal team) and data (funds, folders, files)

A virtual data room provides a secure sharing document platform for fund managers and external parties.

Security

Comprehensive security is considered at every layer, from our choice of infrastructure to our data encryption standards.

Features

Learn how to use Docutone DataRoom’s key features to your firm’s advantage.

Learn More

See how Docutone DataRoom helps you work better