Investor Reporting
Deliver clear, concise investment performance metrics with visually appealing, on-brand reports.
Real Estate Investor Reporting Software
Your investors shouldn’t need to contact you to know how much they invested. Your team shouldn’t need to open five spreadsheets to answer simple questions. Connect's investor reporting software does it all for you.
Investor Reporting
Our real estate investor reporting software helps you elevate your game without creating more work for your team. Reporting deal metrics on an individual investor level is typically reserved for large institutional investors. With Janover Connect investment management software, you can offer investor reporting, no matter how large or small.
Report on real estate investment contributions, distributions, and return on equity. Track performance since inception or over a specified time frame. The quality of your reporting reflects how much you care about your real estate investors. When you offer high-quality reporting, your investors feel it.
- Generate on-brand, visually appealing reports from your platform for hands-off reporting
- Provide clear investment performance metrics
- Ensure appropriate access to information for the right people with account-based permissions
Why you’ll love this tool:
Technology has increased the table stakes for transparency, convenience, and security in all aspects of our lives. Newly minted investors enter the real estate market every day, while others leave their legacies to the next generation. Real estate investment firms who adopt better reporting and communication practices with an investment management software and adapt to these shifts stand to benefit, while those who neglect them run the risk of becoming extinct as competition for investor relations increases.
From a 30,000-foot view, making the switch to a software system that provides high-quality investor reporting and communication tools will improve investor relations and change your real estate syndication business immeasurably. You owe it to yourself and your partners to harvest the hard work you’ve done. Protect your company legacy, upgrade the way you run your CRE investment business, and improve the way your real estate investors see you as an operator.
Also in Janover Connect
- ⤷ Customer Relationship Management
Manage investor relationships effortlessly with our purpose-built CRM for real estate syndicators. Streamline communications and boost productivity. - ⤷ Fundraising Automation
Streamline every part of the subscription process, from publishing offerings to funding. - ⤷ Distribution Automation
Automatically calculate and post distributions, notify investors, and transfer ACH funds in minutes.