For today’s investors, allocation decisions are no longer based on performance alone. The rules of engagement have changed, and investor communications has emerged as a key competitive advantage, and GPs are seeking new ways to deliver a best-in-class investor experience. Watch the video below, then read our white paper here.
For today’s investors, allocation decisions are no longer based on performance alone.
The rules of engagement have changed, and investor communications has emerged as a key competitive advantage, and GPs are seeking new ways to deliver a best-in-class investor experience.
Visibility is more important than ever, with investors seeking more opportunities to connect with and hear from GPs.
At a time when in-person meetings are not an option, regularly scheduled video conferences and “ask-me-anything” events provide updates on fund performance, fees and expenses, and liquidity needs and enable LPs to pose questions to senior executives.
Responsiveness is equally critical. GPs need to be proactive about sharing updates. Respond to LP queries promptly. And accelerate activities such as distribution processing, closing the books, finalizing valuations, and issuing financial and capital statements.
During market volatility, LPs want access on demand to fund and portfolio data.
As investor communications shift to digital delivery, next-generation investor portals go beyond secure document delivery to offer 24/7 data visualization, real-time access to underlying fund data, and detailed performance reporting, including DPI, RVPI, TVPI, IRR, and capital-call and distribution details.
Reporting standardization is another way for GPs to enhance efficiency, and demonstrate transparency and help LPs navigate complex markets.
Adopting reporting standards such as the GIPS® and those developed by ILPA, NCREIF, and PREA give LPs access to a wider range of investment data and enable them to compare performance across each fund and the entire portfolio.
As the private market continues to evolve, LPs are seeking out GPs who can demonstrate communication excellence through visibility, responsiveness, data access, and reporting standardization and visualization.
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