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Virtual IR
Assistant
Empowering client with required skill sets
Trained Assistants
IR Assistant
IR Assistant
Virtual Solution
For the first time ever in the industry - uniquely bringing a wealth of experience in fund structures, asset classes, applications, and business functions to the Alternative Investment Industry.
IR ASSISTANT
Trained virtual assistants to support Investor Relation functions:
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Assist with due diligence, questionnaires and data rooms management
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Marketing material and collateral management including investor presentation, letters etc.
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Liaison with internal business functions and third parties like outside counsels, compliance teams, etc.
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Assistance with investor with KYC and AML processes
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Investor relationship management including on-boarding, queries etc.
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Investor documentation management including periodic statements etc.
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Investor Email management
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Investor Portal management
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Project management
Operations & Accounting Outsourcing
FAQ
Frequently asked questions
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