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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

PoliBit serves as a comprehensive investment management platform that streamlines the entire fund lifecycle for managers in real estate, private equity, and private debt sectors. It efficiently manages fundraising through digital subscriptions and e-signatures, facilitates investor onboarding by conducting KYC/AML checks against over 300 global watchlists, and processes capital calls while accommodating multi-currency payment collections. The platform also offers robust fund administration capabilities, including automated waterfall calculations for both American and European fund structures, net asset value computation, and maintenance of capital accounts across various fund vehicles. Additionally, its white-label investor portal provides limited partners with uninterrupted access to real-time performance data, distribution history, K-1 tax documents, and essential fund communications. By automating ILPA-standard quarterly reporting and providing real-time dashboards, PoliBit significantly reduces the need for manual report creation. Furthermore, the integration of cross-border payment solutions, including stablecoin use, can decrease the costs associated with international transfers by as much as 90%, enhancing overall operational efficiency. This makes PoliBit an indispensable tool for fund managers aiming to optimize their investment processes.

Description

Yardi Investment Suite offers a seamlessly integrated solution that enhances communication with both existing and potential investors. It allows users to oversee new investment opportunities, including the subscription process while keeping track of activities, tasks, and correspondence to strengthen and expand relationships. By centralizing contact management and monitoring the engagement of current and prospective investors, the platform fosters improved collaboration by granting internal stakeholders access to vital information. Users can also review and authorize essential metrics, reports, and documents before they are made available on the investor portal. Furthermore, Yardi Investment Accounting streamlines the entire investment accounting, performance measurement, and investor reporting cycle, leading to reduced costs and heightened operational efficiency. When combined with the robust operational accounting features of Yardi Voyager and the investor relations functions of Yardi Investment Manager, Yardi Investment Accounting ensures complete transparency from the investor level down to the asset level while enhancing strategic decision-making capabilities.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

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Integrations

Payscore
Reputation.com
SuiteSpot

Integrations

Payscore
Reputation.com
SuiteSpot

Pricing Details

$1250/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

PoliBit

Founded

2023

Country

Mexico

Website

polibit.io

Vendor Details

Company Name

Yardi

Founded

1982

Country

United States

Website

www.yardi.com/products/yardi-investment-suite/

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