SQUARE4 FUND
Manage your investment products, investors, and their investments in one place.
Keep track of all the fundraising steps. Overview of investment products, fund agenda, share emissions, communication with investors, share value and investor portfolio calculations, regular reporting and redemption process.
Overview of investment products
- Investment product inventory
- Interactive dashboards with investment fund shares, bonds, loans and also active investments, redemptions, etc.
- Calculation of investments, payout to individual investors
- Tracking of share price history
- Cashflow forecasts
Keep track of investors
- Records of current and potential investors
- Overview of investor portfolios
- History of interactions
- Notifications on key events (redemption deadlines, birthdays, anniversaries, investment selection, etc.)
- Quick creation of contact lists for marketing communication with investors
Automate your work
- Automated transfer of contact data from/to email (Microsoft Outlook)
- Functional integrations with Asset and Land modules
- Easy creation of reporting exports of the entire portfolio or individual investments
- Value calculations
- Document management
- Power BI integrations
