Quantium’s Post

The Institutional Limited Partners Association (ILPA) & Invest Europe reporting templates provide the private markets industry with a standardized framework for investor reporting. Learn how Quantium helps GPs incorporate these templates into their workflows with ease. Read more below. #ILPA #InvestEurope #investorreporting

The Institutional Limited Partners Association (ILPA) and Invest Europe templates provide the private markets industry with a standardized framework for investor reporting. In our recent blog, our Co-Founder Sun Suriyapatanapong explains how Quantium helps GPs incorporate these templates into their workflows with ease. Read more below. #investorreporting #investorrelations #privateequity

The Institutional Limited Partners Association (ILPA) & Invest Europe reporting templates provide the private markets industry with a standardized framework for investor reporting. Though they are an excellent starting point, there’s still significant work required on both the fund managers' and administrators’ sides to implement them. In Quantium's recent blog, Sun Suriyapatanapong explains how our software helps GPs incorporate these templates into their workflows with ease. Read more below. #ILPA #InvestEurope #investorreporting

The private markets industry often operates like a black box, with reporting workflows that completely differ from firm to firm. Institutional Limited Partners Association (ILPA) and Invest Europe have provided templates to standardize GP-LP reporting, but implementing these poses some key challenges for the ecosystem. “The guidelines are a great start, but adapting them to individual systems still requires a great deal of ongoing work from GPs and fund administrators, and leaves a lot of room for error,” says Sun Suriyapatanapong, Co-Founder at Quantium. Additionally, constantly evolving guidelines require fund managers and administrators to constantly adapt their reporting processes, which demands firms to continually invest resources into training, process improvements, and technology upgrades. At Quantium, we've simplified this by integrating the most commonly used ILPA and Invest Europe templates into our reporting module. Clients can access bespoke reports via our library of best-practice templates, ready to use in a plug-and-play format. Read more below on how Quantium's award-winning software benefits private markets professionals with plug-and-play reports. #privatefunds #ILPA #InvestEurope #reports #reporting

In the private capital space, we've heard many stories of GPs and fund administrators grappling with significant challenges in meeting the enhanced reporting requirements as there are increasing demand from insitutional LPs and regulatory bodies for better transparency on their track records. At Quantium, we provide advanced tools designed to manage and analyze your fund/portfolio/investor data, enabling GPs and administrators to automate and streamline their reporting processes in compliance with Institutional Limited Partners Association (ILPA) or Invest Europe standards. Check out our recent blog on some best practices reporting below. https://lnkd.in/g45UDr9D

Operationally, the private markets industry can be a black box. The standardized reporting templates from Institutional Limited Partners Association (ILPA) & Invest Europe provide an excellent starting point, but there’s still additional, ongoing work required from fund managers and administrators to adapt their existing workflows. In our latest blog, our Co-Founder and Partner Sun Suriyapatanapong offers his insights on navigating these challenges, and explains how Quantium's plug-and-play templates minimize work for GPs and fund administrators. ➡️ Read more below. #privateequity #investorreporting #ILPA #InvestEurope

As promised, we've assembled key takeaways from last Thursday’s panel discussion at Information Management Network (IMN) CRE Asset Mangers’ Forum.” https://hubs.li/Q02PyRPy0 During the session titled “The Latest Tech Trends and Improving AUM Analytics & Reporting,” Pereview Software Founder & CEO Jeff Wilson and other industry experts discussed the many opportunities for adopting tech in asset management. However, despite new innovations, the industry still faces significant challenges such as inefficiencies, fragmented solutions, and more. Check out our full blog post, where we explore: ➡️ Heavy reliance on Excel and its limitations ➡️ The need for standardized data ➡️ How focusing on people, processes, and technology can transform asset management Want to discuss how to streamline your operations and take advantage of data-driven decisions? Click here to schedule a quick 15-minute chat: https://hubs.li/Q02PyTzL0 #PereviewPower #IMNEvents #IMNAMF #AssetManagement #RealEstate

At the beginning of 2024, we suggested resolutions that private markets GPs could make to improve their investor relationships. Today, we turn our attention to 𝘂𝗽𝗴𝗿𝗮𝗱𝗶𝗻𝗴 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 𝘁𝗼 𝗯𝗲 𝗺𝗼𝗿𝗲 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝘃𝗲 𝘁𝗼 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗿𝗲𝗾𝘂𝗲𝘀𝘁𝘀. Preparation can help you deliver a best-in-class experience to your LPs: 𝟭. 𝗦𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲 𝘆𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗱𝗮𝘁𝗮 by collecting it in a single spreadsheet. This will allow investor inquiries to be answered more quickly. Many of the buyout and growth equity GPs we work with utilize the Institutional Limited Partners Association (ILPA) Portfolio Company Metrics template as a starting point. Work with your investment and finance team to make sure that the data is updated quarterly and accessible to everyone responding to LP queries. 𝟮. 𝗕𝘂𝗶𝗹𝗱 𝗮 𝗿𝗼𝗯𝘂𝘀𝘁 𝗱𝗮𝘁𝗮 𝗿𝗼𝗼𝗺 𝘁𝗼 𝗽𝗿𝗲𝗲𝗺𝗽𝘁𝗶𝘃𝗲𝗹𝘆 𝗮𝗱𝗱𝗿𝗲𝘀𝘀 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀. This includes a detailed DDQ that covers most of what LPs have in their own DDQ templates. Including a robust selection of portfolio- and performance-related documents can preempt many investor questions. Take care to name all data room documents in the most obvious way possible. The data and documents are only useful if the investors can actually find them! 𝟯. For your existing LPs, make their lives easier with a 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗮𝗻𝗱 𝗲𝗮𝘀𝗶𝗹𝘆 𝗮𝗰𝗰𝗲𝘀𝘀𝗶𝗯𝗹𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗽𝗼𝗿𝘁𝗮𝗹. You can consolidate all reporting, announcements, notifications, and relevant portfolio company information here. Ad hoc information requests should become less frequent (and therefore less time-consuming) as LPs become accustomed to the thorough and relevant information you are posting. #investorrelations #privateequity #venturecapital

How do you get better marks from your LPs? Yes, performance is critical, but delivering excellent support makes all the difference -- especially in periods of challenged performance. Top-quality IR support is underpinned by solid processes. Here are 3 tactical suggestion from InRider Partners that have been proven to enable better investor support and communications. What have you found to key to improving IR processes? Please comment!

How can a data platform streamline the investor experience and improve reporting efficiency?   For many private equity firms, building a clear picture of LP exposure and performance across all investments is a manual, fragmented process — making scalable, accurate investor-specific reporting highly complex.   To overcome these challenges, Holland Mountain's ATLAS Track Record provides: ▶ Centralized data for seamless investor reporting ▶ Automated complex calculations, saving significant time ▶ Enhanced data quality, boosting trust and accuracy ▶ Configurable dashboards for instant, in-depth insights Read the full case study 👉 https://lnkd.in/dMK2Hxnd Harpreet Lakhan | Katie Brown #privateequity #investorexperience