InvestorFlow™ Due Diligence, a software-as-a-service (SaaS) private extranet web application, is a module of the InvestorFlow™ suite of integrated marketing and investor relationship management applications. This secure private extranet enables an investment company’s fundraising team to be better informed and in-touch with potential investors by providing a branded and secure private digital environment, which simplifies the document distribution and tracking process. InvestorFlow™ Due Diligence also provides greater insight into investor behavior through real-time reporting on document downloads and access.

Unlike generic data rooms, InvestorFlow™ Due Diligence creates a highly-institutional image and the ability to customize the communication approach to reflect the uniqueness of your organization. Ultimately, InvestorFlow™ Due Diligence allows investment professionals to spend more time with prospective investors thus eliminating the administrative burdens of mailing and tracking hard copy documents.

InvestorFlow™ Due Diligence enables investment management companies to respond to potential investors’ questions and requests quickly and securely by allowing the direct posting of supporting materials at the investor account level. InvestorFlow™ Due Diligence capabilities includes the ability for administrators to restrict printing, forwarding, and saving of documents. Administrators can also apply coded watermarks and track documents with these unique document identifications.

The proprietary core of InvestorFlow™ Due Diligence is a private extranet application that provides security and administration, web-based publishing and controls, and integrated print and/or PDF publishing.

Advantages to using InvestorFlow™ Due Diligence

• Branded institutional wrap to differentiate your fund
• Streamlined and immediate document distribution for prospective investors
• Ability to post, watermark, distribute, and track all documents
• Personalized to the investor level with access controls to each document