Investor Reporting

Enhance investor confidence with clear and insightful analytics

Deliver performance KPIs, benchmarks, and forecasts directly to investors

Trusted, investor-ready data delivered via API

Connect
Unify portfolio financial, operational, and market data for investor reporting
Standardize
Ensure consistency and accuracy across all investor-facing metrics and KPIs
Visualize
Transform raw data into insightful dashboards, summaries, and forecasts
Deliver
Distribute fund reports and transaction data to investors via secure APIs and web portals

Verified Asset Data for Investment Management Systems

Whether you use Salesforce, Microsoft Dynamics, or professional investment tools like eFront, Taliance, Fundy, or Juniper Square — BuiltAPI integrates them with live, validated asset and portfolio data from your asset management systems via APIs. Automate investor communications from capital call notices and commitment tracking to real-time drawdown updates, and waterfall distribution calculations.

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Benchmark Portfolio and Fund Performace

BuiltAPI connects your internal performance data with professional benchmarks from Real Capital Analytics, INREV, MSCI, and other trusted investor intelligence platforms. Easily compare fund KPIs against market levels. Enable smarter reporting and confident investor updates without manual data collection or duplication.

Explore Connectors
“As our software landscape evolves into a digital ecosystem, seamless integration is essential. We chose BuiltAPI to connect and scale our digital solutions.”
Stefan Rath
Team Leader Real Estate & Investment Management Applications, IntReal Solutions GmbH
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