Investor services shaped around the needs of your investors
Ocorian services are a broad scope of venture capital and private equity clients we deploy a standard process globally to ensure the delivery of a seamless investor experience which is tailored to different alternative assets.
From fundraising and investor onboarding, to processing capital transactions and issuing investor reporting, our systems and processes are built around maximising efficiencies and accuracy in all of our dealings with your investors.
Our investor services team can help you
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Communicate effectively with investors
We take care of all investor correspondence across the fund‘s lifecycle so they have all the information they need.
Our streamlined processes with integrated workflows and multiple layers of defence ensure the highest levels of data quality, control and accessibility of your investor data.
Securely access information
Our cloud-based investor portal provides secure and real-time access to fund documentation, notices and reporting.
We proactively monitor local and global regulatory requirements to ensure your investor related operations stay compliant.
Investor relations expertise
Our investor services teams are comprised of professionals with strong alternative assets and compliance expertise who understand the needs of investors across the fund lifecycle.
Cloud-based investor portal
We can provide Investment Café as a secure, timely and efficient way to communicate with your investors
Our scalable technology platform, eFront, integrates end-to-end processes across all aspects of accounting, administration and investor services.
We take care of investor onboarding and perform AML/KYC checks, as well as ongoing monitoring in accordance with regulatory requirements.
We manage all correspondence and query handling between the investor and clients.
We manage all investor registers and investor information.
This includes payment of redemptions, distributions and dividend payments and monitoring of fund bank accounts for the receipt of subscription monies or proceeds from capital calls.
Including FATCA and CRS reporting.
We provide investor reporting such as statements and call notices in accordance with the fund documents and side letter provisions.
What you say
What you say
Cromwell Property Group
Contact us and a member of our team will be in touch.