Online Tutorial

Virtual
Assistant

Empowering client with required skill sets

Trained Assistants

 

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:

  • Assist with due diligence, questionnaires and data rooms management

  • Marketing material and collateral management including investor presentation, letters etc.

  • Liaison with internal business functions and third parties like outside counsels, compliance teams, etc.

  • Assistance with investor with KYC and AML processes

  • Investor relationship management including on-boarding, queries etc.

  • Investor documentation management including periodic statements etc.

  • Investor Email management

  • Investor Portal management

  • Project management

Operations & Accounting Outsourcing

FAQ

Frequently asked questions