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Clear & Organized
Portfolio Management


For venture capital and private equity firms seeking software to organize their portfolio companies' key corporate documents and have greater visibility into financial performance and reporting across their entire portfolio.


Sonar Portfolio Manager, a Software-as-a-Service application, is a centralized, available, organizational tool for any and all information related to portfolio companies. By using Sonar Portfolio Manager to organize key company documents and financials, venture capital and private equity investors gain greater visibility into the performance of their entire portfolio for more empowered decision-making.

  • Store the investment-related documents and other critical information?
  • Share information between partners in your firm?
  • View multiple portfolio companies?
  • Collect financials, board information, etc. from your portfolio companies?
  • Review information collected from your portfolio firms?

Easily Navigate Through Your Investments

  • A centralized, secure, cloud-based repository for all portfolio company information
  • Built specifically for the private capital industry
  • Understands board packages, minutes, resolutions, financials, D&O insurance, and more
  • Sort and filter with granular information; by sector, date, category, etc.
  • Easily view data collected with comprehensive portfolio grid views
  • Multiple, easy ways to upload information
  • Intuitive design and navigation
  • Improves operations, promotes transparency and provides a corporate governance premium
  • Superior to unstructured centralized drives and hard-to-maintain cloud storage solutions.

 

Investor Communications
with LP Portal


For private capital investors and real estate investment firms who are seeking to improve their communication with investors and securely communicate investment information through an individualized portal channel.


Sonar Investor Relations is a management tool for sharing investor information, fund updates, K1s and other updates with limited partners. By using Sonar Investor Relations to engage limited partners in a regular cadence of updates, investors can improve and strengthen relationships with their LPs. It provides essential transparency and security for LPs and securely streamlines the communication process.

Securely Communicate With Your Limited Partners

  • Capital Calls
  • Return of Capital
  • K1s
  • Fund Updates
  • New Investments
  • Marketing

Sonar Investor Relations is specifically designed to simplify correspondence and improve workflow efficiency, letting you spend more time managing your investments as opposed to your investors.

  • Provide easy accessibility for your LPs with individual portals
  • Investment information backed up and always available
  • Fund management segmented by fund or by limited partner
  • Secure communication lines that are DOD compliant
  • Automated workflow
  • K1 automation and batch loading
  • Professional distribution that creates transparency for your firm

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