Should I Manage My Fund in the Cloud?

Venture Capital and Private Equity rms are facing more and more scrutiny from government compliance, increased risk and an over abundance of paper-work ow. Is it time to streamline your processes and consolidate your programs in order to bring better e ciency to your work ow? Many tools used to bring e ciency to your operations are moving to the cloud. This guide takes you through di erent circumstances faced by Venture Capital and Private Equity rms to determine if the cloud is right for you. I share my fund o erings to prospective investors through postal mail or email.
Utilize the cloud to prepare and conduct o erings with ease by tightly controlling access for all users. Drag-and-drop your o ering into LP Portal and have it immediately available to your entire investor database.

I receive my K1 and Capital Call statements in One large PDF.

Have your K1 and Capital Call statements automatically split and delivered into individual reports for each of your LPs

I manually track reports with spreadsheets.

Smart reporting tools give you insight into which potential investors are interested in speci c funds or portfolios. Interact with real-time reports or export these reports to ExcelTM

I need to keep historic data for my entire fund in an accessible archive during the life of the fund and for years after.
Minimize calls and email requests for previous reports, K1s and Capital Call statements by keeping a living archive of all fund materials. When your fund is ready to enter its archive phase, easily keep your entire archive available for instant, auditable access.

I have to adhere to corporate governance principles.

Facilitates compliance with Sarbanes-Oxley act section 404 reporting requirements and the SAS70 audit standard for accounting with preparations underway for SSAE 16 and ISASE 3402.

If you identify with any of these statements, you can bene t from ShareVaults LP Portal. LP Portal helps streamline your process work ow by:
O ering a complete Cloud Solution that allows you to share documents with anyone from anywhere. Reducing overall administration cost by saving on individual emails and postage. Customizing to your business to give you options to split and deliver K1 and Capital Call statements, sending o erings and prospectuses, communicate reports to LPs, third parties and governing bodies. Being easy to deploy and use, requiring no additional burden from IT.

I communicate sensitive information with my lawyers, my bank or my accountants.

Secure all outgoing information by sending only through bank-grade secure protocols that require no additional setup.

I send monthly, quarterly or annual reports via postal mail or email.

Instantly share all data within seconds with all investors, limited partners or board members with no secure access requirement from their network.

I have documents scattered over my network, my computers and my SharePoint.

Centralize all fund documents, reports and nancing in a single location that can be accessed from anywhere in the world and readily shared with anyone with the most stringent security measures. No FTP, VPN or other setup required.
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Contact us today to try LP Portal for free! (800) 380-7652, opt. 1 sales@ShareVault.com

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