AIRR 4+

Summer Advisors Ltd

Designed for iPhone

    • Free

iPhone Screenshots

Description

AIRR is a single SaaS solution for professional investment activities, where all data is integrated from any external system you use and consolidated on a single platform

AIRR mobile automates your daily investment decision-making process. The platform integrates all processes that are crucial for an investment professional: portfolio management, pipeline monitoring, real-time portfolio valuation, consolidation of accounting data, automated investor onboarding and subsequent KYC procedure, as well as storage of all documentation accompanying the investment process. With AIRR you can easily integrate any external system you use and consolidate all the data on a single platform. Data isn’t buried within the system but can be easily exported / reused / transformed via standard reports or via the API for a customized version of your choice. AIRR generates and calculates the fund's past, current, and future expected NAV online. This global view displays important performance data for your investors, allows them to compare their investments and leads to greater liquidity for your portfolio.

We offer a real-time visual reporting tool where all data is transmitted through an API, updated continuously and available to you 24 hours a day.

AIRR Features:

- Real-time portfolio valuation;
- Pipeline management, integration with CRM systems, Crunchbase, local and global databases;
- Live NAV and notifications;
- Automated investor onboarding process;
- Synchronized accounting data, accessible from outside via API for customized reports;
- Real-time updates and live metrics from your current portfolio;
- Systematic data storage, portfolio structure, investment rounds, dividends - all in one platform;
- Custom integrations with any BI system of your choice.

AIRR is a multi-level solution that synchronizes the work of each participant in the investment process. Investors get up to date, real-time visual reporting to value their investments. Analysts can set up a valuation process, keep track of the incoming pipeline and generate new investment opportunities. Lawyers can keep detailed records and easily manage KYC document flow. Accountants can create reports and monitor key financial metrics on all levels.

What’s New

Version 1.19.15

bugfixes

App Privacy

The developer, Summer Advisors Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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