If you’re still manually building investor quarterly statements, it might be time to consider a change.
Venture360 is your all-in-one platform for everything from deal flow management to portfolio tracking, so packaging all of that information into beautiful investor portfolio statements it just another seamless feature.
Of course, investors can access their portfolio information anytime through a unique link we give you to place on your website for a fully white-labeled experience, but sending statements on a monthly or quarterly basis gives your investors that extra touch of service.
View and Sort Portfolio Information
The portfolio summary pages allow you to quickly segment any portfolio view for a specific point in time.
You can set-up statements to automatically send every month, quarter or year, or you can manually send a statement by setting the date and clicking “Send Statement.” All statements are stored in each investor’s profile for accessing anytime.
As an investment manager, we know servicing investors is your top priority. Your team at Venture360 is dedicated to assisting you in being a best-in-class service provider while saving you time in the process.
Ready to get started?