My investors are impressed with the professional quality of the portal and their ability to view all their investment returns, distributions and documents. I like that it streamlines my fundraising activities and investor communications.

The Bulk Upload operations (like distributions or contributions) are very seamless. Any time I have made an error in my source documentation (email address or name mismatch), the software recognizes the error and recommends the fix. So far the recommendations have always been correct and these bulk uploads have saved me significant data-entry time. I also have enjoyed the newsletter feature that customizes the investment updates into one email for our investors so that an investor in 4 assets will receive one email related to only those four assets.

Update Capital (UC) is very responsive. I am not in the UC system (working with our investors) every day so I sometimes need a reminder of how to do something. When I call or send an email, the UC Support team quickly responds with an answer, a link to an article, or video that provides the info. Sometimes they will even record a quick video that shows the clicks for how to do something. This helps me get done what I need to get done so I can serve my investors.