Our Solution
Cynad is an investment platform for investment managers, which allows them to present their fund products, fulfil investor diligence enquiries, and to handle the entire investment lifecycle from subscription over portfolio monitoring through redemption.
Key Functions
A Better User Experience
Streamlined investment process
We have greatly expedited the investment process so that vetted investors can make an investment application with only a few clicks. Investors can simply submit their information through our intuitive platform and let our system automatically generate the subscription form in electronic format for easy review by the fund manager and fund administrator. Cynad saves time, minimizes scope for transcription errors and ensuring relevant information is readily available.
Built for You to Scale
Simplified due diligence
Present your funds with all investor letters, presentations, and case studies as well as the necessary legal documents in one place, so that investors can access and assess them at their convenience. You can quickly upload or update your funds' information, and inform your investors of major market developments or new products that you are launching. Cynad allows your to streamline the investment diligence process, helping you to address more clients and to scale your business.
Enhanced Transparency
Continuous investment monitoring
Investment managers or fund administrators can update investors on the latest developments and fund performance by uploading the latest data or statements with a few clicks. Investors can immediately see the outcome of their investment applications and can keep themselves up to date on the latest fund developments. An interactive and informative website that contains valuable information is no longer only affordable for large banks or large institutional fund managers.
Wide range of features
For Fund Managers
Customized website
Set up new funds and share classes for investment
Present your funds with all customary diligence materials
Publish investor updates
Manage fund information, e.g. share price performance by series
Onboard existing investors in bulk
Manage new investments
Manage redemptions
For Investors
Diligence funds offered for investment
View fund documentation, e.g. PPM, term sheets, presentations
Access all investor letters
Easy investor information management
Make an investment application
View the subscription form
Monitor progress of your investment application
Monitor your investment portfolio and performance
Redeem your investments
View and download your statements