All-in-one investment management solution for Private Equity
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Delight investors with a secure,
fully-branded portal that delivers personalized reporting on demand Increase efficiency and reduce errors
through workflows and simplified investor management |
Better manage investors with a
relationship management tool designed for private equity Save time on back-office activities like
producing individualized reports and sharing documents |
Close faster and raise capital
more efficiently Seamlessly access data from all of
your systems |
Investor Reporting Portal
Delight your investors with a modern, easy-to-use portal that delivers personalized reporting securely available on demand
Provide clients with access to their investment performance, transactions, and documents in the cloud, available at any time Empower investors with consolidated reporting that enables them to track investments across all of their legal entities |
Relationship Management
Manage investors efficiently with a comprehensive relationship management tool designed for private equity
Automatically send personalized, branded communications to investors with our integrated email notification engine Effortlessly store and maintain key investor contact information |
Operations Automation
Save time and money on back-office activities like producing individualized reports and sharing documents
Produce customizable capital statements, investor balances, and other investor reports in minutes Effortlessly distribute reports and key documents through our modern, integrated document management system |
Security
Rest easy knowing your data is safeguarded with the same standards used by the world’s largest financial institutions
Our multi-layered approach to securing data and information is backed by Amazon Web Services All data and documents are protected using industry-standard secure web transport, payment-grade certificates, permissioning, and encryption As independent validation of our security, BaseVenture is SOC 2 Type II compliant |
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Easy to get Started
Up and running in a matter of days We make onboarding simple |
Powered in the Cloud
Nothing to install and no coding needed Built secure with bank-grade security |
Simple to Use
Modern, intuitive user experience Easily customized to your branding |
