Thanks to the 'My Team' section on Investor Portal, your investors could invite their team to view and download the latest quarterly reports and capital notices. With this update, your investors can also control what files a particular team member can access on Fundwave by simply choosing the relevant file tags.
a. Access rights to investor files
You can now save FX rates directly on portfolio company dashboards and get the latest portfolio KPIs in your fund's currency.
b. Save FX Rates on Portfolio Dashboards
Investment Summary is a nifty feature that helps fund managers review and compare their portfolio's performance across sectors, regions and vintages. In the latest release, managers with multiple funds can track performance metrics like IRRs and Multiples for a particular fund instantly.
c. Filter portfolio performance by fund
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