DemaTrading.ai’s Post

Have we told you about one of our standout products – Fundy? The easy-to-use command center for property and private equity fund managers. Since its release in 2018, Fundy has gained a reputation for making fund management simpler. Unlike many larger and more complex solutions, Fundy is a web application designed to be intuitive and easy to learn — allowing fund managers to get started quickly while managing their funds effectively. With Fundy, you can: ✅ Automate Calculations: Manage capital calls, distributions, fund fees, and more without hassle. ✅ Generate Detailed Reports: Export Excel reports with embedded formulas for precise analysis. ✅ Track Payments in Real-Time: Stay updated on investor payments with direct integrations to banking and accounting systems. ✅ Ensure Security: Enjoy features like SSO, audit trails, and multi-user transaction confirmations. Fundy combines simplicity and functionality, making it a perfect fit for fund managers who value efficiency without the steep learning curve of other systems. Ready to see how Fundy can work for you? 👉 Learn more and request a free demo: https://lnkd.in/dhh-gBsi

Asset Class is the all-in-one platform powering the future of private capital, ensuring that your firm isn’t limited by outdated or disconnected systems. One system ensures that the information your team needs is free flowing and isn’t stuck in data silos. Asset Class helps you to: - Provide LPs with instant access to fund profiles via the Branded LP Portal - Streamline subscription signings with DocuSign eSignature documents - Instantly view your full firm health with auto-updated dashboards. - Maintain and Embed Compliance into your workflows. Future-proof your firm by clicking below to see why Asset Class is powering the future of private capital. https://lnkd.in/eif2pzyc

Introducing Exchangelodge’s newest solution, GP Suite! Private fund managers face a myriad of challenges due to current market conditions, increased regulatory concerns, investor scrutiny, higher interest rates, and pressure on valuations, just to name a few. Each factor alone can put downward pressure on performance, but when combined they create an environment where manager performance is at serious risk. In these circumstances, fund managers must focus on ensuring that they can meet all of their commitments, while driving operational efficiency. Our GP Suite is a powerful data workflow solution for private fund managers. It combines the power of our automated workflows to streamline processes and institutionalize knowledge with our automated data validation and integration tools. With Exchangelodge you’re able to automate data workflows, mitigate risk, and focus your time and attention where it matters most. #PrivateMarkets #PrivateEquity #VentureCapital #GeneralPartner #OperationalAlpha

Do all your share class launches follow nicely in line with the fund launch? Efficiently managing the launch of multiple share classes that, despite sharing many data points with the parent/each other, can progress at different speeds (due to internal or external forces), is a challenge for many asset managers. The FundSense platform automates the handling of ‘share class divergence’ based on the business rules of the firm, including: Applying all applicable data points across all share classes to eliminate re-keying; Prioritisation (where applicable) of the primary share class; Built-in pathways to handle progression to launch at different speeds, e.g., separate a class launch process entirely, hold some share classes until the slowest catches up, etc; If/when appropriate, bring all data back together, e.g. for reporting to data vendors. #assetmanagement #intelligentautomation

🚀 Introducing HedgeFacts Dynamic Tabs! 🚀 📢 We're excited to announce **Dynamic Tabs**, a major update to our HedgeFacts software. This new feature lets you create custom dashboards to monitor all your key firm information in one place. Features: 🔹 Custom Dashboards: Tailored for CIOs, CFOs, PMs, & more.  🔹 Status Dashboard: Track workflows, trades, allocations & risk calculations.  🔹 Live Trade Monitoring: Real-time insights.  🔹 Error Tracking: Monitor discrepancies between accounts & funds.  🔹 Reconciliation: Summary view of cash, trades & positions. 🔹 Streamlined P&L Views:** Simplified profit & loss insights   Discover how Dynamic Tabs and HedgeFacts' automated workflows can benefit you. Request a demo today at www.hedgefacts.com #HedgeFacts #CustomDashboards #innovation #TradeMonitoring #ErrorTracking #Reconciliation #profitandloss #finTech #InvestmentManagement #CIO #CFO #PortfolioManagement #DynamicTabs

Unlock the full potential of your real estate portfolio with Pereview Software – the only real estate asset management solution for equity and debt. https://hubs.li/Q02Vj7q10 Whether you're managing equity or debt, Pereview empowers you with a comprehensive, data-driven solution to optimize performance, streamline operations, and drive informed decision-making. Experience the power of a unified platform that delivers actionable insights and unmatched efficiency—bringing your entire portfolio into sharper focus. Schedule a 15-minute conversation to learn how Pereview can transform the way you manage your assets. https://hubs.li/Q02Vj1G70 #PereviewPower #realestate #assetmanagement

It's 2024. Why should fund managers have to spend their time chasing investors for the same info and docs again and again? Introducing Investor Data Management! ✨ Anduin's new solution supercharges LP workflows by helping GPs access all their investor data in one centralized place for: ➡️ faster fund subscriptions ➡️ automated compliance checks ➡️ better post-close interactions By bridging the gap between CRM and fund lifecycle workflows, Anduin is here to empower lasting LP-GP relationships from first contact to onboarding and beyond. Ready to see IDM in action? 👀 Learn more and book your demo here: https://bit.ly/4b74Piy #privatemarkets #privateequity #vc #alts #productlaunch #datamanagement #LPs

That’s one small step for Anduin, one big step for the private markets! I am excited to announce our biggest release ever at Anduin.  Investor Data Management (IDM) gives GP middle and back office professionals access to the most up-to-date investor information…without having to lift a finger.  So what does this mean for the busy IR Professional?  Well, private market transactions should never be at the mercy of an expired driver's license or passport.  So no more nagging investors about their expired drivers licenses or passports.  No more out-of-date KYC/AML statuses.  Most importantly, no more manual data entry into your CRM.  And that’s just for starters.  If you are a GP COO or Head of IR looking to reimagine your middle and office processes to provide highly-differentiated, cost-effective LP experiences, we’d love to talk!

This is our “simple & straightforward” campaign we just launched. It explains in 5 - 7 words or less, how we help #CRE asset managers do more and focus on what matters most - like seeing debt and equity investment performance in one platform rather than two or more disconnected systems. Follow Pereview Software for more straight talk as you prepare to optimize performance in 2025.

2024 has been a banner year for Carta fund admin. We launched dozens of new features and service enhancements. Automated money movement, CTA BOIR, the LP Dashboard ... oh, and ICYMI, we acquired Tactyc which lets you build sophisticated fund models in minutes, using real benchmark data.

 Join Carta CEO Henry Ward, Tactyc founder, Anubhav Srivastava, head of fund administration, Megan Greer, and CPO Vrushali Paunikar, as they recap our most innovative releases and preview the roadmap ahead. Here’s what you can expect:
 🪄 Product vision: Discover our blueprint for building the first ERP designed for the private fund CFO  🎁 What’s new: Understand how to leverage our most impactful 2024 releases, including our newly acquired forecasting and planning tool, Tactyc  🗺️ Product roadmap: Get a preview into our 2025 roadmap and what we’re building next (hint: if you’re a Ramp customer, don’t miss this part 👀) You’ll also have the chance to interact with our leadership team and get your questions answered live. So head to this link and we’ll see you there: https://lnkd.in/gJuA9YMP