A Post-Investment Tool for Effectively Managing an Alt Investment Process

Venture.co has been listening to the needs of the alternative investment community and over the past year has developed a practical tool within the virtual deal room to support investors and maintain compliance throughout the lifespan of an investment.

Maintaining accurate investor data is easier than ever with VENTURE.co's Investor Relations module.

Venture.co has been listening to the needs of the alternative investment community and over the past year has developed a practical tool within the virtual deal room to support investors and maintain compliance throughout the lifespan of an investment. The new Investor Relations (IR) module gives existing clients a competitive advantage by supporting high standards in user management, communication, and reporting, while balancing the need for compliance, transparency, and trust.

The industry’s challenge — manual back-office processes and compliance tasks — are completed across many systems, consume substantial amounts of time, and are prone to costly human errors. The Venture.co Solution — a new Investor Relations module — is an indispensable element in the compliant distribution of reports, notices, and tax documentation.

Easily track distributions and manage client profiles throughout the hold term of investments. Securely manage investor accounts and relations in one virtual deal room, saving time, effort, and money. Data is entered once and used as needed to mitigate human error and greatly improve back-office throughput. Our flexible platform can be configured to meet a firm’s goals and standards, while allowing users to only pay for the modules needed.

This recently introduced enhancement is an IR Module that allows existing users to efficiently and securely transition from capital raising to an all-digital post-investment investor relations workflow. Users can maintain timely and accurate communications and securely store, distribute, and track documents distributed to investors with a robust set of tools all in one system that’s now being used by leading firms for their alternative investments.

Venture.co’s engineers worked with the our clients, who are sponsors and managing broker dealers, to create a streamlined set of functions that is built once and activated automatically again throughout current and future offerings. This practical tool gives users a competitive advantage by maintaining high standards in user management, communication, and reporting, while balancing the need for compliance, transparency, and trust. Venture.co’s IR Module is built for today’s alternative investment environment in a way that is efficient, secure, seamless and compliant.

Venture.co’s IR Module becomes indispensable in the compliant distribution of reports, notices, and tax documentation. It allows firms to easily track distributions and manage client profiles throughout the hold term of investments. While manual back-office processes can be prone to error, Venture.co securely manages investor accounts and relations in a single platform, saving time, effort, and money.

More than 5,000 users today benefit from, and appreciate, a platform that is a single-stop experience, especially for those involved in investor relations activities. It allows them to add sustainable, long-term value, and scalability to workflows and engagement with all parties involved in alternative investments.

Sponsor Benefits

Efficiently submit, track, manage, and report on securities investments. The platform offers a streamlined one-time implementation process in ways that are clear, concise, and repeatable throughout all offerings. Those who frequent investor relations tasks benefit from Venture.co’s seamless integration into the back-office processing of investors so they can focus on what matters most, the relationships and navigating today’s fast-paced environment.

Managing Broker Dealer Benefits

A competitive advantage is facilitating the transition of an offering from raising capital to managing its investors. They can quickly access offerings with a consolidated experience, as well as an intuitive account and distribution management process. Sponsors may deliver a variety of tax and account maintenance forms. Investor relations professionals can get a quick view of an offering's key details, and contributions/distributions over time.

Those who use the Venture.co platform find that it allows them to easily distribute quarterly and annual reports, documents, and notices to investors. This elevated experience drives full accuracy, compliance, and ultimately trust in the process to keep users engaged and informed about their investments. Ultimately, the Venture.co platform helps facilitate better communication throughout the alternative investment process within a uniform and consistent user experience. This tech-powered straight through processing solution truly is helping everyone do more in the fast-paced securities and investment process.