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Invoport is a comprehensive platform designed to digitalize the daily operations of various investment structures. It is versatile, accommodating investment funds, holding companies, target companies, general partners, and investor accounts across different asset classes like private equity, real estate, debt, and venture capital funds. The platform offers an all-in-one solution, providing modules for efficient management of administrative tasks throughout the lifecycle of investment structures.
Key features of Invoport include onboarding new investors, automating the preparation and delivery of capital and distribution notices, generating capital account statements, and facilitating periodic reporting. The platform also includes modules for recording and tracking investment transactions, managing operating expenses, and offering a digital treasury management system that syncs with bank accounts and automates transaction reconciliation.
Invoport is equipped with a digital accounting machine that recognizes and posts relevant accounting entries, ensuring an up-to-date general ledger. Additionally, it incorporates a digital document management system to back up transactions and easily retrieve supporting documentation. The platform seamlessly integrates with document processing systems like Microsoft Online, DocuSign, and Document AI for efficient document editing and saving.
For project management, Invoport features a system that automatically assigns tasks to team members and allows real-time progress monitoring. The platform also includes an investor portal, enabling investors to connect 24/7 and monitor the progress of their investments in real time.
To enhance efficiency, Invoport leverages technologies such as cloud computing, artificial intelligence, and distributed ledger, offering a user-friendly solution that significantly boosts team productivity.
Transfer Agent Platform with investor portal and digital onboarding features
Investment & Finance Tracker
Treasury Management
Robotic Accounting
Automated Reporting & Financial Statement
and more...