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Access to reporting and communications that empower your investors

Sensr® Analytics provides capabilities for examining data in aggregate and enables detailed drill-down analysis across your funds, investments, and investors. It integrates smoothly with Excel for data analysis within a familiar interface, and with PowerPoint to incorporate fund data into presentations, aiding in the creation or improvement of pitch decks and marketing

A single investor portal for your entire investment lifecycle

Fundraising & Data Rooms

Streamline fundraising with secure data rooms and CRM integration to manage offering materials, track interest, and support investor onboarding.

Investor Reporting

Offers reporting tools enabling the creation of a secure online hub for shared documents and records, with personalized reporting and distribution centers.

Investor Portal & Dashboard

Provides investors with a personalized, mobile-friendly interface to track investments, distributions, and updates on a single page.

CRM Integration

Facilitates seamless integration with popular CRM systems, enhancing investor relations and fundraising efforts.

Investment Management

Equips firms with tools to manage investment ownership, capital accounts, and more, including features like document splitting, metric tracking, and workflow automation.

Security & Compliance

Ensures data protection with SOC 2 Type 2 certification, two-factor authentication, and robust permissions management.

Trusted by the world’s most innovative firms, big and small

$200B+

PRIVATE FUND CAPITAL

45,000+

INVESTORS

3M+

DOCUMENTS

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