New Release: Personalized Inboxes
Keep track of complex financial information without effort
Simplifying operations for Private Investment
Keep your custom email address in the loop and gain clarity on your portfolio.
Complexity of investment products and clarity around performance and reporting remain the biggest challenges for non institutional investors engaged in private and alternative assets. High Net Worth investors are ultimately seeking higher relative returns with lower correlations to their existing portfolios.
Unfortunately, today gaining access to private markets also includes operational challenges. In order to make better investment decisions and establish successful processes to support financial plans, investors need
to be organized in order to manage the paperwork that comes along with a wider range of private assets,
a structured approach to measuring performance in a timely way.
Today, email remains the most common form of communication between managers, founder and investors. These exchanges not only contain information, which may be crucial at a later date, they also trigger required tasks for one or more parties in a private transaction. Distributary is built for investors who may lack the resources to disentangle both complex structures as well as the experience to separate what is important form what is not. We support advisors who aim to efficiently provide services for managed private assets and the engaged investors who want clarity about what they have held away.
Streamlined inbox for investment data
Custom Inboxes are virtual inboxes which allow users to continue managing their network, help founders and keep track of their private investments as they naturally do via email, while we extract data, provide context and enable efficient workflows for keeping up to date on tasks and measuring performance automatically.
For the user, it is as simple as cc-ing your custom inbox, adding us as an observer on any platform or forwarding emails from anywhere. We use this consolidated data to:
Keep custody of private assets and maintain a ledger of events and transactions
Measure economic performance and keep track of operational data
Provide cashflow and scenario analysis for financial planning
Highlight secondary liquidity opportunities, highlight relevant information and tax rights
Keep investment accounting data up to date and track K-1’s
Secure and Automated Operations
Our users can now choose a segregated and access controlled inboxes which will better foster trust with their counterparts.
We’ll continue to automatically build a ledger and track performance, adding tools which enhance the quality of information and reduce the effort required by private investors.
Use Cases
A smarter inbox: Forward emails and we extract attachments, identify relationships and retain the context of the communications. We use the latest technology to make all of this data consistent and searchable as we automatically build and manage entities, accounts and transactions to retain a record of your private asset activity.
Consolidated Portals: Replace your personal email contact information on all fund admin portals with your custom inbox and receive a single stream of information. Ask us how we can help you move to a single portal for private assets with a digest of crucial information at a scheduled cadence.
In the coming weeks we’ll enable features which allow the users to easily ask questions about what they own and establish routines which support the way they like to invest.