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Investor Services

Meet the demands of your investors by leveraging our cloud-based investor portal and due diligence processes.

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.

  • Protect data

    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.

  • Remain compliant

    We proactively monitor local and global regulatory requirements to ensure your investor related operations stay compliant.

Why Ocorian?

  • 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.

    Investor relations expertise
  • Cloud-based investor portal

    We can provide Investment Café as a secure, timely and efficient way to communicate with your investors

    Cloud-based investor portal
  • Market-leading technology

    Our scalable technology platform, eFront, integrates end-to-end processes across all aspects of accounting, administration and investor services. 

    Market-leading technology

Our 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

  • "What sets Ocorian apart from the competition are the people; not only are they efficient and demonstrate a strong desire and willingness to get the job done, but more importantly, they understand real estate and provide a great service at every level across the organisation."

    Cromwell Property Group

Let’s talk

Contact us and a member of our team will be in touch.