Investor Document Management
Automate, generate and pre-populate documents. Experience seamless document management with Quva.
Secure. Streamlined. Scalable.
Quva's Document Management functionality enables you to:
- Upload and securely store documents
- Distribute documents internally and to clients
- Automatically generate and pre-populate documents with key information
- Collaborate with cloud documents
- e-Signature capabilities
Document Features
Secure Repository
Quva serves as a secure repository for critical investment documents, accessible to both internal teams and clients. By centralizsng document storage, it ensures data security and easy access.
This streamlined approach enhances collaboration, transparency, and compliance, fostering trust and efficiency in investment operations.
Update Reports
On the Quva client portal, investors can receive email and portal notifications for any new documents and reports, ensuring prompt access to essential information. Administrators can also track whether the document has been opened and read, providing transparency and accountability.
This streamlined process enhances communication efficiency and strengthens trust between investors and administrators.
Document Automation
Quva automates the generation of essential investment documents, such as investor agreements and share certificates, pre-populating them with necessary investor data.
This streamlined process ensures accuracy and efficiency, facilitating prompt distribution both internally and through the client portal. Ultimately, it enhances transparency and compliance while saving time.
Cloud Documents
Quva simplifies document management by allowing traditional uploads like PDFs and PPT files, while also enabling users to connect and collaborate via direct links to cloud-based repositories like Google Drive and Microsoft SharePoint.
This integration enhances accessibility and fosters seamless collaboration, optimising workflow efficiency and productivity.
e-Signature
Quva streamlines document processing by automatically requesting and embedding e-signature capabilities, enhancing compliance and efficiency.
This feature enables swift document execution, reducing manual handling and ensuring regulatory adherence. Ultimately, it expedites workflows and enhances overall operational efficiency in managing investment documents.
Folders
Quva not only functions as a secure repository, but it also empowers you to tailor your organisational structure with custom folders. With a simple click, these folders can be designated for internal or external use, enhancing your control over data accessibility.
Moreover, Quva imposes no restrictions on the quantity of folders you can create. This ensures that you can securely store your documents while maintaining a structured system that aligns perfectly with your needs.
Made by Investment Professionals for Investment Professionals
The team transforming alternative investments
“The software development team at Quva have provided Maven with a bespoke Investment Platform that has streamlined the management of our Private Investor Network.
The Quva team worked closely with our project team to scope, develop and launch a custom-made software solution that has transformed the investment management, transaction and distribution process."
"We've had an exceptional experience partnering with Quva. Their collaborative approach and deep understanding of the early-stage space and investor requirements in our niche have been invaluable.
Quva adapted their platform seamlessly to align with our specific needs, resulting in a user-friendly, intuitively designed system that has garnered praise from our investors.
What truly sets Quva apart is their incredibly responsive customer success team, who have been instrumental in ensuring that the system not only meets but exceeds our workflow expectations. Quva's dedication to customer satisfaction is a real differentiator and has made them an indispensable partner for us."
Since the integration of Quva, our entire operational landscape has undergone a digital transformation.
From the automation of documents to a streamlined registration process incorporating the highest standards of AML/KYC compliance, our platform now stands as a secure and intelligent space for our investors, who can now seamlessly access exclusive opportunities and track performance.
Quva not only met our bespoke requirements but continues to collaborate closely with us, ensuring ongoing compliance, operational efficiency and operational resilience.
We wholeheartedly recommend Quva for their commitment to delivering and maintaining a top-level platform for both our business and our valued investor network."
“When Regional Housebuilder Homes by Carlton wanted to explore innovative ways to finance its growing residential development programme we turned to Quva to explore options.
We wanted to develop and launch an online investment platform that would allow experienced investors to invest and provide development loans to Homes by Carlton.
Our Project Team worked closely with the Quva Team to create and launch Carlton Bonds, an online investment platform that allows experienced investors to invest in a series of asset-backed bonds.
The platform provides Homes by Carlton with an innovative way to fund our growing pipeline of residential development projects."
The platform is fantastic and now an integral and paramount part of the business.”
Moreover, Quva's platform provides a secure and seamless experience for our investors, ensuring their trust and satisfaction.
Thanks to Quva, we've elevated our efficiency while enhancing investor accessibility - a partnership we value immensely."
Whether you’re looking to streamline how you manage your investments, or simply have a burning question, get in touch today and see how Quva can help take you and your business to the next-level.
Simply fill out the form and of our digital transformation experts will be in touch.