Dedicated Portals

Capital Venture software provides dedicated portals to help you better communicate and share with your partners.

Customizable Access Page

Data transfer from the app: transactions, performance...
Documents available: letters of appeal, distribution letters, capital accounts...
Share documents: management reports, legal information....
Send emails to investors to inform them when documents or reminders are available
Monitor downloads and activity on the Portal

Manage distributors and underwriters with all their KPIs
Customize KYCs and subscription forms
Online subscription for CGPs with subscription life cycle management and e-signature
Document management with reminders
Manage management fees and retrocessions of entry rights with invoicing
Built-in subscription information in the app, including fund management
Additional access for subscribers to track their positions and documents.

Our solutions can help you save time in managing your contacts and your entire deal flow.

You can efficiently manage your investment lines regardless of the investment strategy and asset class.

Find out how you can manage the lifecycle of your funds and ensure reliable and comprehensive tracking of all your Investors.

You want to discoverour software?