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Fund Administration Software
Created by Aduro Advisors, one of the leading firms in Venture Capital fund administration, FundPanel enables your back office to quickly and efficiently handle the details of your most important investor communications. Trusted by dozens of the largest funds in the US and around the world, FundPanel is a reliable resource that streamlines the process of error-free reporting.
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Cloud Solutions for the Alternative Investment Industry
The FundPanel Investor Portal eliminates double-entry by syncing with the underlying enterprise-grade CRM database, allowing information to be updated real-time.
FundPanel Investor Portal
Provide Investors with a sleek and secure method for accessing key data and updating important information. Information presented to Investors on the FundPanel Portal is customizable, allowing each Firm to ensure that the Portal’s look and feel is in line with their individual preferences.
Fund Data
Investors can easily view funds, capital commitments, capital calls, distributions, and capital accounts in clear dashboard views.
Documents
Provide investors with a centralized and secure location to access their documents 24/7 in the cloud. Easily upload and organize documents by fund, investment vehicle, document type and date.
Fundraising
Securely share prior and current fund performance with new prospects.
Centralized
Simplify the management of multiple usernames and passwords. Each user has just one login that can be assigned to multiple organizations.
Access Control
Assign individual users with specific role types to ensure they can only view and download what they have access to.
Secure
Built on the Salesforce Multitenant Cloud for enterprise-grade security. Confidently scale operations by leveraging Salesforce’s robust and flexible security architecture.
Streamlined Operations
FundPanel allows your team to focus on higher-level tasks by reducing the manual and repetitive nature of key aspects of fund operations such as capital calls, distributions, and financial reporting. The underlying CRM database enables you to have one contact list, tagged by role, so you can easily send custom communications to the right contacts.
Create and distribute capital calls, distribution notices, capital accounts, and more
Manage all investor/advisor contact information and roles
Track all investment vehicle commitments across multiple funds
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2420 17th Street, Suite 240
Denver, CO 80202