Explore what your day could look like
Across Your Entire Fund
Technology Solutions
Data-hungry investors demand more transparency amid fierce competition for deals.
Follow a team to learn how they level up their tech to deliver what investors want.
Source: SS&C Intralinks 2022 LP Survey
of investors are “very satisfied” with GP reports they receive.
Only 20%
Greg, the CFO
Tasha, the Investor Relations Director
William, the Dealmaker
William is laser-focused on executing deals that deliver value for the firm’s limited partners. He needs to be in control across the deal lifecycle to succeed, but he also has to be faster and smarter than competitors to close deals. Unfortunately, the technology William's firm employs is behind the times. They use email, spreadsheets, file-sharing tools and other error-prone and unsecure solutions. That’s why he burns crucial hours managing processes rather than closing deals.
Challenges
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Managing the Deal
Disorganized Buy-Side
Deal Prep
William and his team struggle to organize and manage the mountains of data that accompany each deal. Files, email and data are sent back-and-forth among different people and applications as the deal progresses. This often causes miscommunications, slowdowns and unnecessary risks.
Disorganized, manual processes throughout the deal lifecycle
Challenge
CHALLENGES
VDRPro
DealVision
DealMarketing
Post-merger integration
A full suite of solutions for alternative investments
William solves his deal-management challenges with DealCentre, a platform purpose-built to help deal teams navigate the entire deal lifecycle with efficiency, speed and confidence. William sees DealCentre as an extension of his deal team because it is a 24/7 secure and centralized location for storing, organizing, sharing and accessing all deal data and transactions.
Problems solved — with a single platform
solution
When William starts due diligence, he needs more than just a secure repository of documents — especially in today’s fast-moving market. He needs to be able to quickly organize the data according to his checklist, assemble and assign tasks to team members, and track progress in real-time. He also needs to provide updates to deal team members on the progress of the transaction.
Buy-side due diligence is time-consuming and disorganized
DealVision’s artificial intelligence (AI) and machine learning enables William and his team to optimize the due diligence process. When files are uploaded into VDRPro, the Intralinks VDR, the files are automatically organized based on William’s checklist, and the application recommends files based on checklist items or questions. Additionally, he can access real-time dashboards for tracking analytics and progress.
Artificial intelligence automates organization for faster deals
William and his team are making smarter decisions and closing deals faster.
William’s current sell-side solution has a clunky user interface and limited functionality. Manually uploading and organizing files takes time. Another frustration — the system only takes text-based files, so videos, presentations and other visual files need to be stored and managed separately.
Uploading materials securely is a struggle
William has an edge on deal preparation because he uses VDRPro’s automated setups and preconfigured workflows, which he launches via an intuitive user interface. The AI-powered redaction tool automates protection of sensitive information. William can share the due diligence data with the integration team through DealCentre, further streamlining the process.
Intelligence and integration shrink the deal timeline
Video-Friendly Users can upload videos and presentations into VDRPro, the only VDR with Zoom integration.
Intralinks helps you close deals faster and smarter
DealCentre gives you a single, secure platform available 24/7 to store, organize and access all deal data and transactions. DealVision gives you AI-powered, automated file organization and real-time dashboards to track transactions and progress and optimize your due diligence process VDRPro’s automated setups and preconfigured workflows allows you to share due diligence data securely through DealCentre.
Go from chaotic and time-consuming to streamlined, centralized and automated. You’ll get more deals done and attract and keep more investors.
SS&C Intralinks provides a single suite of solutions to cover the entire fund lifecycle, a modernized approach for how you do business.
See how Intralinks can help across other parts of your business
Tasha’s firm is facing fierce fundraising competition. Due diligence requests from limited partners (LPs) have become more frequent and detailed. Getting information to LPs is challenging without a solution to manage the fundraising process. Onboarding investors is a manual, time-consuming process that can affect the relationship right from the start.
Crowded Fundraising Market
Faster Time to Close
Investor Onboarding
Standing out in the competitive private equity fundraising environment is difficult. LPs are bombarded with emails and calls from fund managers. Tasha is using email to communicate with LPs and prospects, and the state of today’s overloaded inboxes means her correspondence often gets lost.
Competitive environment makes it hard to stand out
Tasha stands out by using Intralinks. Most of her prospects are already using Intralinks — more than 245,000 LPs log into the platform daily, engendering more trust among LPs and prospects. Using a widely adopted platform conveys that working with Tasha will be streamlined and seamless.
Get noticed with the leading fundraising platform
Tasha’s manual process slows down the overall fundraising timeline. She lacks valuable insights because she can’t see if LPs are opening her emails. Tasha needs a more streamlined way to securely distribute information to investors so that she can respond to requests faster.
Manual processes lengthen fundraising timelines
Tasha uses SS&C Intralinks to streamline her capital raising process. Intralinks lets her identify which investors are most interested in her fund, allowing her to direct her focus on building those relationships. She can share video content directly from Zoom, which is integrated into her dataroom. Intralinks helps make Tasha’s fundraising process fast, transparent and efficient.
Automation and insight help close funds faster
*USD
more than $1 of every $2*
Over the last 12 months
raised globally for private capital was raised using the Intralinks platform
Managing the investor onboarding process is challenging for Tasha because it requires manual completion of documentation and wet signatures, which require back-and-forth with busy LPs. For Tasha, there’s friction at every step — and potential risk to the firm.
Manual and error-prone processing causes back-and-forth
Once investors have made a commitment, Tasha can onboard them through the integrated digital onboarding feature in Intralinks. Investors find the online subscription documents are easy to navigate. Anti-Money Laundering (AML) requirements are included, and investors can use instant e-signatures instead of supplying a “wet” signature. Tasha can check at-a-glance status tracking to make sure onboarding is progressing smoothly.
Good experiences from the start seed long-term relationships
Intralinks helps you stand out in the competitive PE fundraising environment
Intralinks for Fundraising gives investors a streamlined, seamless process using their already existing Intralinks platform login and password. Detailed user reports help you identify interested investors; digital onboarding includes AML requirements and instant e-signatures. Intralinks UNShare protects confidential information and allows video content sharing to make your fundraising process fast, transparent and efficient.
Get more deals done. Attract and keep more investors.
Greg strives to provide timely and transparent reporting to investors, but he doesn’t have standardized or automated processes. He is struggling to keep up with manual reporting, and he is concerned about losing investors.
Streamline Investor Reporting
Transparency Requirements
Seamless Technology
Without an integrated platform, sending out investor-specific reports for multiple funds is a tedious process. Since he sends reports out via email, he can’t make sure investors received and viewed his communications.
Investor reporting and communications are time-consuming
InvestorVision modernizes investor reporting with an intuitive portal that delivers timely and secure access to business-critical information to investors. Greg can easily upload data across his funds and track investor activity across his portfolio, so he can flag and follow up if an investor has not reviewed a critical report or fulfilled a capital call.
Faster and easier reporting and communications
Greg struggles to meet increasing demands for information with his current processes and tools. LPs want more data and detailed reporting that complies with Institutional Limited Partners Association (ILPA) standards. Fund managers need to keep up to stay relevant.
Lack of transparency gives investors a reason to say no
InvestorVision allows Greg to go beyond reporting obligations and be more transparent and responsive to his investors. Greg transforms the way he shares data using standardized ILPA templates for best-in-class transparency to investors.
Reporting aligns to LPs hunger for more data
Investors are extremely limited in resources and bandwidth. Greg feels he doesn’t have the technology solution to give LPs a seamless experience where they can see across their fund managers.
Investors don’t engage because of time-consuming complexity
Greg is aligned with the needs of LPs and is able to meet them where they already are within the Intralinks platform. Achieving investor adoption and engagement are a lot easier now. More than 245,000 investors log into Intralinks’ platform daily, making it the most widely adopted fund-reporting platform.
Ease of use streamlines adoption and keeps investors engaged
individuals from 57,000 organizations use Intralinks for investor reporting
245,000+
Intralinks helps you streamline and automate reporting
Deliver timely and secure business-critical information to your investors—without time-consuming manual reporting processes—via Intralinks InvestorVision. InvestorVision lets you meet LP demand for more data and detailed reporting with data sharing using standardized ILPA templates. Give investors a seamless experience where they can see across fund managers using the most widely adopted fund reporting platform.
