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SONAR

INVESTOR COMMUNICATIONS WITH LP PORTAL

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Allow your portfolio companies to remain due-diligence ready at all times. Want to pursue a financing or exit? Simply grant third parties access to appropriate documents/folders and begin due-diligence immediately
Automate document collection through email reminders to portfolio company executives and view a matrix of collected material (Monthly Financials, Board Packages, etc.)
Automate LP communication using our timed email release (K-1s, cap calls, return of capital, fund updates, and more)

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

INVESTOR COMMUNICATIONS WITH LP PORTAL

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.

SONAR

DATA MANAGEMENT SOLUTION

* Click on green point to see more

Allow your portfolio companies to remain due-diligence ready at all times. Want to pursue a financing or exit? Simply grant third parties access to appropriate documents/folders and begin due-diligence immediately
Automate document collection through email reminders to portfolio company executives and view a matrix of collected material (Monthly Financials, Board Packages, etc.)
Automate LP communication using our timed email release (K-1s, cap calls, return of capital, fund updates, and more)

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

DATA MANAGEMENT SOLUTION

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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