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What is Pereview?

Pereview provides real estate companies with the tools to swiftly and accurately address inquiries from stakeholders regarding their investments. This capability enhances risk management and supports informed decision-making by leveraging equity and debt information from funds to leases. From the inception of a deal, it enables the monitoring of equity and debt transaction details until the deal's closure. This data can also be utilized by various departments for asset management following the closing process. In addition, Pereview streamlines deal pipeline reporting and offers a suite of robust analytics. It integrates Excel models with the Pereview Database, facilitating the centralization of cash flows and underwriting assumptions. By centralizing data, Pereview simplifies the reporting process for both underwriting forecasts and actual performance metrics, ultimately improving the overall efficiency of real estate transactions. Furthermore, its comprehensive analytics allow firms to gain deeper insights into their investment strategies, fostering a more strategic approach to portfolio management.

What is InvestorFlow?

Tailored solutions featuring innovative experiences, efficient workflows, and carefully selected content are designed to improve distribution and simplify investor service operations for a variety of financial organizations including global asset managers, private equity firms, hedge funds, real estate companies, credit institutions, and funds of funds. A customer relationship management system that is specifically crafted for your sector empowers you to effectively handle contacts, investors, prospects, commitments, and transactions. It provides institutionally branded communications that are appropriate for private placements. This platform acts as a perfect gateway at a competitive cost, especially for firms that do not have a dedicated portal, facilitating quick implementation while ensuring a refined presentation for investors. It includes all the critical workflows and tools required for efficient reporting and communication. By merging CRM functionalities with performance dashboards, it significantly enhances the Essentials Portal experience. This offering is especially beneficial for firms aiming to move away from Excel or other obsolete methods of managing contacts and investor relationships, thus facilitating a more professional operation and improving reporting capabilities. Furthermore, this platform not only helps firms raise their operational standards but also streamlines processes, distinguishing them in a crowded market. Additionally, it fosters better engagement with investors, ultimately leading to stronger relationships and increased opportunities for growth.

Media

Media

Integrations Supported

Docusign
Salesforce
Seismic

Integrations Supported

Docusign
Salesforce
Seismic

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pereview Software

Date Founded

2011

Company Location

United States

Company Website

pereviewsoftware.com

Company Facts

Organization Name

InvestorFlow

Date Founded

2009

Company Location

United States

Company Website

www.investorflow.com

Categories and Features

Commercial Real Estate

Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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