Reporting

Investor Reporting
& KPIs

Unlock your potential and get tailored insights from custom KPIs and in-house reporting. Seamlessly integrate with your preferred tools.

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Custom Investor 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.

Reporting Benefits

Quva's Reporting functionality enables you to:

 

  • Create custom KPIs
  • View and analyse key metrics
  • Distribute reports internally and to clients
  • Make informed decisions based on data
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Reporting Features

Custom KPIs

Quva empowers users to create custom KPIs precisely tailored to their investment opportunities and portfolio requirements. These customisable metrics align seamlessly with individual needs, providing invaluable insights.

 

Users can effortlessly export these tailored KPIs, enabling informed decision-making and strategic planning to optimise investment performance.

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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.

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WIP Reports

Quva facilitates the creation of comprehensive WIP (Work in Progress) Reports, serving both internal management needs and external audit and compliance requirements.

 

Users can swiftly access and download all pertinent information stored within Quva, ensuring seamless data retrieval and compliance adherence with ease.

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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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What Our Clients Say About Us

Suzanne-Lupton
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Suzanne Lupton
Partner
MAVEN Capital Partners

“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."

Keith Benson DSW Ventures
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Keith Benson
Founding Partner
DSW Ventures

"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."

James Lawson Baker G-Force Capital
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James Lawson Baker
MD & Founder
G-Force Capital
"As a business focused on Equity Capital Markets, our primary objective was to offer our clients a cutting-edge, digitally-driven investment experience.

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."
Simon Lenney
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Simon Lenney
Chairperson
CARLTON Bonds

“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."

Simon Walker Homes by Carlton
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Simon Walker
Managing Director
Homes by Carlton
“We commissioned the Quva team to scope, develop and maintain a bespoke online investment platform to allow Homes by Carlton to launch a series of asset-backed bonds for experienced investors.

The platform is fantastic and now an integral and paramount part of the business.”
James Hargreaves Vida Capital
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James Hargreaves
Managing Director
Vida Capital
"Their digital solutions have modernised our daily operations, delivering significant time and cost savings.

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."

Who we work with

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Homes-By-Carlton
Vida-Capital-Logo
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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.