Investran Support

Sedna provides dedicated support for all areas of Investran. Our team members maintain 20+ years' experience providing Investran support and guidance for many of the leading private equity and venture capital firms. By working closely with firms, we enable users to optimize functionality, enhance procedures, automate workflows and build-out reporting processes in-order to meet an organizations’ specific needs.

Benefits of Investran Support from Sedna

Leverage our experience of 20+ years of providing support for Investran

Gain efficiencies and automation across all areas within the application

Enhance reporting and data capabilities

Fund and Partnership Accounting

Expertise in analyzing and providing solutions for complex processes (Profit and Loss allocations, Management Fees, Subsequent Close and similar complexities).
Design, configuration and validation for chart of accounts and hierarchies.

Portfolio Management and CRM

Support, enhancement and automation for deal pipeline, financial modeling, portfolio monitoring, performance measurement, capitalization tables and customized reporting.
CRM support for tracking investor information. Data integrity for validation of key data items.
Fundraising - Optimize processes associated with fundraising.

Carried Interest & Preferred Return Calculations

Automation and transparency for preferred return and waterfall calculations; providing detailed information for each step of the calculation.

Interfaces

Design & development of interfaces to automate the movement of data to and from Investran.

Investran Reporting Solutions

Report Wizard - Design and development for Report Wizard reports, including development for Excel OLEDB Reports.
Crystal / SSRS Reports - Many firms struggle using Crystal or SSRS Reports with Investran. Through enhancements of existing Crystal / SSRS Reports or via new development, we can significantly improve the reporting process.
Reporting Services - Develop a more efficient method for generating investor specific reports.
Customized Solutions - Design and develop customized solutions including reporting portals that allow for information to be consolidated across multiple applications and files.

Implementations and Upgrades

Provide support, guidance, project management, customization and testing for upgrades and implementations.