A Better Approach to Investor Reporting
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High Impact's Data Trustee service is the simple, proactive solution to investor reporting. While every dollar counts, the reporting that comes with investments can be a huge burden on CDFIs. Now there is a new way to get professional, timely reports to your capital providers without spending dozens of staff hours preparing them each quarter: Data Trustee, a service of High Impact Financial Analysis.
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Data Trustee uses raw data right from your loan servicing and accounting systems to produce reporting packages tailored to each of your investors' needs. A typical investor package includes a Uniform Investor Report (interim financial statements and a summary of the portfolio, delinquencies, and impact), a covenant calculation worksheet, a cover letter, and any unique reporting requirements not met by the UIR.
Because Data Trustee is a service, not a software, it has the flexibility to meet every individual need that your capital providers have. We do the number crunching and report formatting for you. Subscribe to Data Trustee, and you will never worry about investor reporting again.
Because Data Trustee is a service, not a software, it has the flexibility to meet every individual need that your capital providers have. We do the number crunching and report formatting for you. Subscribe to Data Trustee, and you will never worry about investor reporting again.
Ready to get started with Data Trustee? Email us at [email protected].
If you'd like to learn more, follow the links below:
If you'd like to learn more, follow the links below:
