Investor Connect is the CapLinked solution for investor reporting.
The new feature automates the entire process of splitting a single PDF document into individual reports for each investor. Our cloud-based solution is secure and auditable, perfect for capital calls, K-1 Reports, fund updates, and other reporting functions.
Here’s how Investor Connect can help you:
- • Track if/when investors view their reports.
- • Save time splitting your files and emailing to each investor.
- • Investors only have to check one place for all of their reports.
- • Standardize the reporting process while utilizing your existing workflow.
Investor reporting has never been easier or more secure. Here’s how it works:
1. Select your files
2. Reports are created and available to preview
3. Reports are published and investors receive notification.