AIRR 4+

Summer Advisors Ltd

Diseñado para iPhone

    • Gratis

Capturas de pantalla del iPhone

Descripción

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.

Novedades

Versión 1.19.32

auth updates

Privacidad de la app

El desarrollador, Summer Advisors Ltd, ha indicado que las prácticas de privacidad de la app pueden incluir la gestión de datos descrita a continuación. Para obtener más información, consulta la política de privacidad del desarrollador.

Datos vinculados contigo

Los siguientes datos pueden recopilarse y vincularse con tu identidad:

  • Datos de contacto

Las prácticas de privacidad pueden variar, por ejemplo, dependiendo de tu edad o de las funciones que uses. Más información

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