Investment Management

Integrate with third-party software to provide real-time data from your portfolio. Create custom dashboards to access analytics and measure the performance of assets.

 

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Investment Management Module

Integrate with third-party software to provide real-time data from your portfolio. Create custom dashboards to access analytics and measure the performance of assets.

Streamline Your Investments

Here's what you can do with our Investment Management feature:

 

  • Real-time data
  • Create custom dashboards
  • Custom reporting and analytics
  • Third-party integrations
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Customisable, Easy-To-Use Dashboards

Custom Pipelines

With no limitations on the number of pipelines, stages or deals within them, Quva's custom pipelines allow you to manage your workflow with ease.
Custom Pipelines

Opportunity Transactions

Quva allows you to manage, view and distribute opportunities, enabling your investors and limited partners to transact via their secure and dedicate client portal.
Opportunity Transactions

Client CRM

Streamline deal-sourcing activities with one centralised location for deal information in order to easily track deal financial performance and manage due diligence processes including deal expenses.
 
Client CRM

KPI Dashboard

Automatically produce industry-standard reports and custom templates, in order to seamlessly share information with key stakeholders.
KPI Dashboard

Investor Portal

White-labeled in your own brand colours, Quva's client portal allows your investors to securely login to transact and monitor investment opportunities.
 
Investor Portal

White-label Solution

Quva's white-label solution allows you to edit the look and feel of your platform, enabling you to showcase your company brand.

 

Updated within the settings area in seconds, you can update things like the colour scheme, upload logos as well change the terminology to suit your exact needs.

White-label Solution

Made by Investment Professionals for Investment Professionals

The team transforming alternative investments

 
Behind every great product, is an even better team. Meet the talented folk who have thought of, designed, and continue to develop Quva into the unparalleled solution it is today.

 

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Who we work with

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Request a Demo

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.