Respond to investor DDQs
Easy-to-learn, intuitive experience for responding to and collaborating on investor DDQs
Centralized library of investor document attachments
Maintain all documents attached to investor DDQs
Publish ongoing reports to investors
Publish reports to investors with controlled permissions
Respond to investor DDQs & collaborate internally
- Very intuitive user experience to respond to investor DDQs.
- Delegate DDQ sections or questions internally.
- Document library to control frequent uploads and versioning.
- Collaborate internally around DDQs.
Centralized library of investor document attachments
- Maintain all documents attached to investor DDQs in centralized repository and update as needed.
Publish reports to investors on an on-going basis
- Publish reports to investors with controlled permissions.
- All documents stored in centralized repository.
- Maintain single copy of each file and automatic publishing for updates.
- Collaborate with investors at the report or document level.
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