InvestorFlow™ QMS is an online workflow application that meets the legal and financial requirements for private equity firms to increase the sales of LP interests an additional 8% without negative tax consequences.
This software-as-a-service (SaaS) private extranet web application
matches qualified buyers with qualified sellers in a neutral
environment and streamlines the back office and workflow requirements
for GPs. The application also separates private equity firms from the
role of negotiating the transaction, allowing for the creation of a
neutral marketplace of qualified buyers to become matched with
interested and approved sellers. InvestorFlow™ QMS ensures that the private equity firm does not interfere with, or become involved in, negotiations between sellers and buyers.
- Satisfies the IRS’s requirements for a Qualified Matching Service
(QMS), allowing an additional 8% of the fund’s commitment above the
normal 2%.
- Reduces the risk of partner defaults allowing sellers to be matched with buyers as quickly as the IRS regulation allows.
- Creates a positive buying experience for prospective secondary investors.
- Automatically hides buyer and seller contact details for 15
days after the listing is posted, to eliminate the risk of parties
entering into a binding agreement during the IRS’s minimum waiting
period.