Software designed to help emerging VC and PE firms growFIND OUT MORE
In this two-minute demo, Solutions Engineer Barb Rockenbach shows how Allvue can help you seamlessly generate investor notices, such as a capital call, in an end-to-end process that takes as little as ten minutes.
Learn how Allvue helps emerging venture capital and private equity funds supercharge their growth with accounting, reporting, and investor communication solutions. And see more of our 2- and 3-minute demo videos here.
Hi, I’m Barb Rockenbach, and I wanted to take a few minutes to show you how Allvue can help streamline your investor communications. In this video, we’ll show you how you can seamlessly generate investor notices such as a capital call in an end-to-end process that takes as little as 10 minutes.
Let’s get started!
To start, a capital call is booked to the general ledger and broken out to the level of granularity desired. For example, the amount for investments, management fees, and expenses. The call is then automatically allocated to the underlying investors based on predetermined allocation rules, such as pro-rata by commitment.
After allocating in accounting, Allvue provides a single workflow for users to pull allocations and fund balances from fund accounting, apply investor contact preferences based on the document type, and then use a mail merge template to edit, review, and finalize LP notices. Finalized notices can even include an ILPA appendix for institutional investors. When notices are ready to be delivered, you can send the document as an email attachment or automatically upload the document to the investor portal and email investors a secure link to access the notice.
Thanks for watching, and to learn more about streamlining your investor communications and to see a full demo, please visit AllvueSystems.com.
Learn more about how Allvue can help your business break down barriers to information, clear a path to success and reach new heights on the investment landscape. Fill out the form below and we’ll reach out to talk more about how we can help your business.
At Allvue, we’re committed to harnessing technology and expertise to tackle the biggest challenges facing the private capital space. Our Resources hub, offering blog articles, whitepapers, case studies, videos, and more, shares industry best practices and reflects the experience and learnings of top Allvue experts and our partners motivated to see this industry continue to grow and thrive.
Our goal is to provide guidance as well as food for thought for anyone interested in the private equity, venture capital, private debt, and public credit spaces – whether you’re learning the fundamentals or getting ready to raise your fifth fund. Many of our articles contain links to trusted third-party resources to support our takes, and all our content is regularly reviewed and updated to keep current with the fast pace of alternative investment innovation.