Solutions

System modules

Fund Catalyst guides you through the investment process from beginning to end, providing a clear path through introductions, research and analysis, due diligence and meetings.

A complicated and disjointed process is brought under control as each of the modules within Fund Catalyst offer order, visibility and flexibility.

The platform offers fund managers and investors separate, customised work spaces within the same structure, keeping information easily to hand and processes simple and effective.

Control panel

See snapshots of important information, quickly and easily.

• The dashboard-style view gives summaries of all processes on the platform.
• Check the status of due diligence processes.
• View the status of uploaded documents.
• See tasks and requests requiring your immediate attention.

Organizer

Organize your workflow, meetings and communications.

• The user-friendly mailbox helps you communicate easily with investors and fund managers, instantly and for free.
• Alerts inform you of introductions and requests from new contacts.
• Customizable notifications and a built-in task manager keep you up to date with activity around your prospects and watch lists.
• A sophisticated roadshow and meetings module schedules sales trips and manages your itinerary, allowing you to invite contacts and book meetings directly within the system. Also, keep track of who is travelling in your area to take advantage of meeting opportunities.
• Personal and company-wide contact lists help manage and maintain business relationships through one intuitive, powerful interface.

My company

Manage all information relating to your company and funds in one place.

• Update your Company Profile, including investment strategy, key staff members and contact information so that the most complete and up to date information is available for searches.
• Easily access and update your profile in real-time so important information is always current.
• Build a library of documents and share them with investors; access and update them to stay one step ahead.
• Upload reports, updates and interesting information, even add video and audio messages.

Investing/capital raising

Find & organise potential partners, control multiple due diligence processes.

• Perform targeted searches of the full database of hedge funds and investors.
• Find investment partners that match your strategy and are legally able to do business with you.
• Investors: set watch lists of funds for analysis to keep up to date with performance.
• Fund managers: build lists of prospects and keep them informed of fund performance with regular updates.
• A comprehensive due diligence process is supported within the system. Upload and exchange documents, organise meetings and telephone calls, and analyze records all backed up with a fully auditable paper trail for peace of mind.

Knowledgebase

Make the most out of your subscription with online support and information.

• View research articles and analysis documents.
• See user guides, demonstration videos and tips and tricks.
• Get access to help and technical information.