Full-Cycle Investor Management
for Busy Fund Managers
Keep investors informed and distributions flowing with an automated software solution.
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Full-Cycle Investor Management
59% Reduction
in Investor Requests
in Investor Requests
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100% Error-Free
Waterfall Calculations
Waterfall Calculations
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3x Faster
Distribution Payouts with Automation
Distribution Payouts with Automation
Scale Investor Communication Without
Losing the Personal Touch
Send personalized updates to hundreds of investors while maintaining the individual attention each relationship deserves.
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Send Mass Communications That Feel Personal
Use Investment Performance Smart Cards with drag-and-drop functionality to create custom emails showing each investor's specific NAV, IRR, and equity multiple.
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Portfolio-Wide Tax Document Tracking
Track K1 delivery across your portfolio with expected dates and bulk upload that automatically matches documents by Tax ID, while investors request missing forms directly through their portal.
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Centralized Investor Communication History
Two-way email sync captures every investor conversation, document, and note, including co-sponsor communications, so your entire team has full context on every relationship across all platforms.
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Automate Waterfall Calculations With
Intuitive Configuration
Set up waterfall structures in minutes and let the system handle all future calculations with complete investor transparency.
Configure Any Waterfall Structure in Minutes
Guided multi-tier waterfall setup with unlimited investor classes, flexible compound interest, and support for complex partnership structures.
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Eliminate Errors and Build Your Single Source of Truth
Automated rule-based waterfall calculations eliminate spreadsheet errors while maintaining complete calculation history and audit trails.
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Investor Reports with Flexible Date Range Analysis
Run waterfall calculations for any time period with historical performance analysis and forward-looking projections to keep investors informed.
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Build Investor Confidence With Secure
Distribution Processing
Secure payments, complete investor visibility, and professional communications that establishes trust.
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Direct ACH and Check Processing
Send distributions directly from the platform with complete payment status visibility for your operations team.
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Professional Distribution Communications & Reporting
Create professional distribution communications with live performance metrics and systematic investor notifications.
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Self-Service Payment Status Tracking
Investors can check payment history and export tax statements without contacting your team.
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HEAR FROM OUR CUSTOMERS
“SponsorCloud has transformed our investment operations”
SponsorCloud has democratized investment management, providing sophisticated and accessible tools that were once limited to large firms, making it possible for us to scale our business.
Rich Jarvis
President, Epic Capital Funds
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