OverviewI have never heard of Invient. What’s your track record?
We have been serving LPs since 1998, monitoring tens of billions of dollars of their investments, spanning hundreds of funds. Read more about us.
Why should we outsource data monitoring to Invient?
With Invient, you will:
- Achieve typical cost savings of about 75%.
- Eliminate staffing headaches inherent in the erratic workload of quarterly report processing.
How do you acquire confidential information, such as quarterly reports, capital calls, and distribution letters?
With your authorization, we can collect this information directly from the funds you invest in. If you prefer, you can collect the information yourself and electronically transfer it to us.
How do you handle discrepancies and omissions in documents received from GPs?
We will gladly call or email the GPs on your behalf to follow up on questions or missing information. If you prefer, we can route all questions through you.
Our data is extremely confidential. Will outsourcing to you compromise it?
Absolutely not. We never share the information that you provide or we obtain on your behalf.
How secure is your process?
Our staff is trained, monitored and insured to maintain the highest level of data security. We remotely enter data into computers located in your office, allowing you to have total control of the database. We use an ironclad network encryption mechanism to keep data safe in transit.
Do I need to buy a special software system to work with you?
No. We can enter the data in your existing system, whether it is Excel, a third-party software package, or a homegrown database.
If you don't have an existing system, or if you would like a better one, we provide Invient Funds, a superior LP data monitoring software package, at no additional cost.
We use proprietary techniques for data monitoring? Can your service adapt to us?
Yes. We ensure success by blending our expertise and efficiency with your existing process. We also report our progress on a daily basis so you can monitor and control what we do and how we do it.
How do you ensure accuracy?
We recognize that data monitoring is a tedious and error-prone process. Our audit team reviews each and every piece of data that our analysts enter into your database.
How long does it take to process a quarterly report received?
From 24 hours to 2 weeks, based on your needs.