Platform Feature Set

The Platform for Alternative Investment Professionals

Quva is a highly configurable and highly customisable platform that enables you to manage your entire investment operations in one easy-to-use solution.

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Features and Functionality

Welcome to Quva, where sophistication meets efficiency. Revolutionise your operations with our comprehensive suite of tailored features. From seamless client onboarding to robust compliance tools and dynamic back-office systems, Quva simplifies your investment process.

Say goodbye to paperwork chaos with advanced document management and gain insights through detailed reporting. Manage relationships effortlessly with intuitive CRM tools. With Quva, transactions are effortless and customisation options abound. Experience efficiency and flexibility through our integrated settings. Digitally transform your business with Quva.

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Client Onboarding

Effortlessly enhance your client onboarding process with Quva. Benefit from highly configurable and customisable features, enabling you to oversee every stage from investor categorisation to thorough Anti Money Laundering (AML) and Know Your Customer (KYC) verifications, ensuring robust regulatory compliance and delivering a seamlessly smooth experience for both you and your clients.
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Client Portal

Enhance investor engagement and streamline communication with Quva's innovative white-label client portal. Empower your investors with secure access to their portfolios, real-time investment opportunities, and seamless transaction capabilities. With intuitive features and personalisation, create deeper connections and facilitate informed decision-making for enhanced investment outcomes.
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Compliance

Quva's Compliance functionality ensures adherence to local and international regulations with customisable alignment. It conducts rigorous AML/KYC checks and monitors PEP and Sanctions lists in real-time. Administrators receive instant alerts regarding discrepancies, empowering organisations to manage regulatory complexities confidently, mitigate risks effectively, and maintain compliance seamlessly.
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Back Office

Experience unmatched efficiency and collaboration with Quva's back office platform. Effortlessly manage pipelines, collaborate with colleagues, and customise your experience with bespoke terminology, KPIs, and reports. Enjoy streamlined operations, improved teamwork, and valuable insights for superior performance and results.
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Document Management

Effortlessly manage, organise, and securely store all your documents throughout the investment journey with Quva. Our intelligent document features not only automatically generate and pre-populate various documents, including investor agreements and share certificates, but also facilitate e-signature, ensuring efficiency and compliance at every step.
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Reporting

With Quva's robust reporting functionality, you can effortlessly craft and distribute investor updates while tailoring custom Key Performance Indicators (KPIs) to suit your specific needs. Seamlessly integrate with intelligent and powerful reporting systems through our API, ensuring comprehensive insights and analytics to drive informed decision-making and optimise investment strategies.
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CRM

Quva's CRM function offers a comprehensive view of investor records and their portfolios, enabling seamless communication and targeted opportunity distribution. Quva can also integrate with platforms like HubSpot and Salesforce, further enhancing efficiency, streamlining investor relationship management and maximising opportunity outreach for optimal engagement and growth.
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Transactions

Quva's client portal empowers investors to securely invest online.  The back-office Transaction Feature allows administrators to efficiently coordinate capital calls for secure payments. With intuitive interfaces and robust security measures, investors confidently engage in opportunities, while administrators ensure seamless transactions, enhancing overall satisfaction and trust in your investment operations.
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Settings & Customisation

Quva offers unparalleled customisation and personalisation options, allowing users to tailor the platform to their unique needs. From branding and terminology adjustments to creating custom users and permissions, Quva's Settings and Customisation Feature empowers organisations to mold the system to fit their specific requirements.
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Frequently Asked Questions

  • Quva is a highly customisable, highly configurable White Label Investment Management Platform designed specifically for Alternative Asset Managers and Private Market Investors. It provides a seamless, integrated solution for managing investments, enhancing collaboration, and optimising the investment process.
  • Quva is designed for Alternative Asset managers, and Private Markets investment groups looking for a robust, scalable platform to manage their investment activities efficiently.
  • With all Quva solutions being fully customisable and bespoke to the client, an exact cost will be determined based on your requirements. Simply get in touch with us today and we’ll be happy to give you a custom quote.
  • Quva offers a comprehensive suite of features including; Customisable Dashboard, Deal Flow Management, Investor Portal, Analytics and Reporting, and Collaboration Tools. Check out the full Quva feature set here.
  • Quva is highly customisable to meet the unique needs of your organisation. You can brand the platform with your logo, choose specific features, and tailor the user interface to align with your operational processes.
  • Absolutely. Quva prioritises security with robust encryption protocols, secure data storage, and regular security audits. We ensure that your data and communications remain confidential and protected against unauthorised access.
  • Quva streamlines deal flow management by allowing you to track investment opportunities from initial submission through to final exit. The platform includes features for due diligence, document management, and workflow automation to ensure a smooth and efficient process.
  • Yes, Quva is designed to integrate seamlessly with a variety of third-party tools and platforms. Whether it's CRM systems, email marketing tools, or financial software, Quva ensures smooth interoperability to enhance your network's efficiency.
  • Getting started with Quva is simple. Contact our sales team to schedule a demo and discuss your specific needs. We'll guide you through the setup process and help you configure the platform to best support your investment activities.

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.