Managing Securities and Corporate Actions

Asses valuation as Investera communicates with external data providers for pricing and facilitates the public securities valuation process.
Obtain pricing for securities from pricing vendors or via internal data feeds (CSV imports, etc).
Distinguish between private and public investments.
Process corporate actions from event capture right through to generating transactions.
Generate transaction advices for all transactions maintained in the system.
Translate all transactional activity into double-entry accounting postings.
Bulk upload transactions, securities creation, pricing, FX rates, etc. with the import tool feature.

Exposure Analysis

Our expert algorithms are designed to identify exposure of your investments to maximize profits and reduce the risks.

Exposure Analysis feature demonstrates direct and indirect exposure between investment entities to showcase exposure to risk.

Facilitates transparency into the underlying holdings of the portfolio funds, in order to make more informed investment decisions.

Due Diligence

Investera’s project management tools and virtual data room repository streamline the due diligence process in a safe and secure environment.

Support the Due Diligence process by allowing users to create user defined phases, tasks, documents upload, and workflow approvals to carry out the different stages of the Due Diligence process.

Contributes significantly to making an informed decision by enhancing the amount and quality of information available to decision makers.

Document Management

Manage all your documents on highly secure and encrypted document management platform.

Make confidential documents OTP protected, maintain document versions, and set reminders for document expiration.

Intelligent organization of documents where categorization, tagging and versioning will help you find the files you need as quickly as possible.

Workflows

Automate the full investment creation and management process by designing your own personalized workflows.

Control and coordinate your Reports, Due diligence process and Documents flow to the right people at the right time depending on the workflow configuration.

Dashboards and Graphs

Investera’s dashboards simplify complex data into simple and easy to read graphs.

Enables visualization of portfolio performance and provides valuable insights into your portfolios.

Flexibility to design and customize visually rich dashboards.

Encrypted Virtual Data Rooms

Encrypted virtual data rooms allow quick and easy sharing of confidential documents in a safe and secure environment.

Virtual data room facilitates the due diligence process during private equity and venture capital transactions.

Marketing, Financial and potential investment information can be shared with Investors using the Virtual Data Room.

Investor Portal

Our stand-alone Investor Portal integrates with Investera and allows investors to stay up-to-date with the performance of their investment portfolios.

Amazing digital experience for investors with an overview of their portfolio valuation, graphical representation of data, and reports.

Gives investors access to up-to-date and relevant investment news and strategies via Virtual Data Room repository.

Integration with External Systems

Investera seamlessly integrates with external systems like Bloomberg and ERP systems.

Data can be easily integrated from and to Investera for streamlining operations, improving decision making, and increasing productivity.

Centralizes data and makes it efficient for team members to retrieve, inspect, and analyze.

Client Relationship Management

CRM module facilitates improved information organization: Maintain data related to clients and track lead, prospect, opportunity and client stage in the client lifecycle.

Easily manage all client data and external interactions at all points during the client lifecycle.

Methodically manage investors and contacts and network across investor relations team through CRM functionalities.

Outlook Integration

Manage your calendar, contacts, documents, tasks and more via integration with Outlook.

Send KYC, legal, and marketing documents from outlook to Investera in one step.

Investment Structures

Easily build and manage your investment structures through our user-friendly interface.

Simplifies visualization of complex investment structures aiding in effective and timely decision making.