Sonar Investment Document Manager

Sonar Investment Document Manager provides a centralized place to organize the information and documents related to your current, past and potential investment portfolio. The document manager also provides:

Pre-defined filing structure

Data summaries

Full-text search, making it easy to find the key details of your investment-related documents

Ability to upload materials into your account by simply forwarding an email

Sonar Investment Financials

Sonar Investment Financials is an application that allows you to view portfolio company metrics through customizable reports, making portfolio monitoring much easier. The application also provides:

Personalized dashboards for each company

Custom reports

A roll-up view of all metrics across your portfolio

The ability to add materials to your account by your portfolio companies or yourself

Additional Tools for Investment Management Include:

SmartBoard – Tools to manage boards and committees, including event notifications, minutes and resolutions, and committee management.

LP Communications – An online application that provides LPs a secure site to find fund information and track investment progress.

SmartCap – An application for accureate recording and history of your cap table evolution.

Radar – Internal document manager providing business continuity and document retention tools for the Alternative Investment Manager.