New York, NY (Vocus) November 23, 2010
Paul Capital, a global private equity firm, has selected SunGard’s Investran Data Exchange solution to manage the firm’s investor reporting processes. Investran Data Exchange is a Web-based, multi-directional portal that provides document management, reporting and workflow solutions to assist alternative investment firms in their fundraising, investor relations, portfolio monitoring and M&A processes. Investran Data Exchange integrates with SunGard’s Investran private equity solution, which Paul Capital has used since 1999 to support its entire investment lifecycle, from fundraising through reporting and portfolio monitoring.
Paul Capital chose Investran Data Exchange for its reliability and ability to help create greater efficiencies in the investor reporting process. Investran Data Exchange provides customers with a self-service portal to post performance reports and quarterly financials in a secure setting for investors to access on-demand.
Paul Capital will be able to save dynamic reports in Investran, publish real-time account statements, and offer its investors the ability to execute and download these reports into their Excel spreadsheets.
Randall Schwed, controller at Paul Capital, said, “When looking for a portal to manage our investor reporting, it was important that we chose a solution that was tailored to our business. Our investors are of the utmost importance, and we wanted to ensure they had consistent, secure access to information online. We believe Investran Data Exchange will effectively meet our investor online reporting needs and streamline the flow of information through integration with Investran.”
Lauren Iaslovits, chief operating officer of SunGard’s Investran business unit, said, “Paul Capital joins a growing number of private equity firms upgrading their systems infrastructures to respond more quickly to investor inquiries. Investran Data Exchange provides firms an online forum, tailored to private equity requirements, that allows them to push information out to investors in a secure, real-time environment.”
About Paul Capital
Paul Capital was formed in 1991 as a pioneer in the secondary market, providing creative liquidity solutions to investors in private equity limited partnerships and portfolios of direct investments. Today, Paul Capital’s investment strategy is focused across primary fund-of-funds, secondary private equity and the healthcare market, with over 90 employees and $7.3 billion in commitments under management, Paul Capital has grown their global business to include offices in San Francisco, New York, London, Paris, Hong Kong and Sao Paolo. For more information, please visit http://www.paulcap.com
About SunGard Investran
SunGard Investran is an integrated application suite that automates front-, middle- and back-office processes for private equity and alternative investment firms. Investran helps improve business efficiencies to facilitate collaboration, support deal flow and automate accounting. Firms rely on Investran’s integrated capabilities to help meet their needs in the entire investment life-cycle, including relationship management, reporting, monitoring, accounting, fund raising and deal pipeline management. For more information on Investran and SunGard’s portfolio of alternative investment solutions, visit http://www.sungard.com/investran/learnmore.
SunGard is one of the world's leading software and technology services companies. SunGard has more than 20,000 employees and serves 25,000 customers in 70 countries. SunGard provides software and processing solutions for financial services, higher education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software. With annual revenue exceeding $5 billion, SunGard is ranked 380 on the Fortune 500 and is the largest privately held business software and IT services company. For more information, please visit http://www.sungard.com.
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