CASE STUDY:

Accelerating Business Performance & Efficiency Via Vantage Investor & Vantage Insight Applications.

Business Challenge

Our client is a real estate investment firm with a singular focus of providing superior risk-adjusted returns to investors through direct investments in commercial properties.

They where using Microsoft’s Excel spreadsheets to manage the investor data. In the rapidly growing business, it became very difficult to carry out complex accounting and reporting tasks.

Our Solution

Our client engaged Vantage Software to deploy Vantage Investor and Vantage Insight applications.

The company soon realized the benefits of deployment with a complete solution for investor CRM, marketing, accounting and reporting. In addition, they also gained access to flexible analysis for performance reporting across the enterprise.

Business Benefits

Faster

0 %

from 1 week to just a couple of hours

On-Demand

0 /7

access for 500+ investors

K-1’s Delivered

0 +

via a secure investor portal

Keeping track of investors

Our Client was finding it difficult to keep track of and update investor accounts and contact info in one place. Accessing up-to-date information on the go was an added challenge.

By deploying Vantage Investor, our client provided effortless marketing and servicing for current and prospective investors. The application also helped them maintain complete investor profile information with comprehensive contact management, with 24×7 hour accessibility through a secure web-application.

Complex investor accounting

Capital Call and Distribution calculations were done in excel, a manual process that took significant time and subject to potential human error.

Vantage Investor provided automated partnership accounting to simplify their capital accounting allocations including complex waterfall calculations. The Excel import and export functionality enabled seamless integration with their existing workflows.

Producing timely reports

Generating timely reports was getting increasingly difficult and inefficient, for the client. Significant amount of time and cost was spent in addressing investor reporting requests.

Vantage Investor provided them with streamlined report generation for capital calls, distribution letters and capital account statements to investors, as well as a myriad of internal reports for investor analysis and compliance. The end result was a sophisticated, world-class experience for investors with self-service analysis, reporting and a centralized repository for performance and attribution analysis by internal management and investment teams.