Real Estate Investor Accounting and Communications - Overview

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Investor Accounting and Communications Platform from Xinnovation will allow you to build trust with your current investors and become more efficient to grow your business.

Our solution will increase future investment commitments and amount of new referrals, provide a system-based, compliance-approved platform to better track and report investor information, align with traditional financial services companies that have educated the market on timely communications, deliver business insights into property and investor ownership, and provide a system to automate the generation of investor and property reviews.

BEST OF ALL, the entire platform is web-based and only requires a browser, MS Office, and knowledge in everyday tools your team already knows - Word, PowerPoint and Excel.

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Real Estate Investor Accounting and Communications - Overview

  1. 1. Innovative Solutions for your Client Communications Solution Overview: Private Real Estate Investor Accounting & Communications Platform Xinnovation, Inc www.xinn.com 781.272.3300Copyright © 2011 Xinnovation, Inc. All Rights Reserved..
  2. 2. Investor Accounting and Communications Platform CORE FEATURES AND CAPABILITIES INCREASE CURRENT CLIENT INVESTMENT, GAIN MORE REFERRALS FOR FUTURE INVESTORS, PROVIDE MORE ACCURATE INVESTOR ACCOUNTING,Client Reporting EXCEED EXPECTATIONS FOR TIMELY CLIENT COMMUNICATIONS.Pitch Books Simply put, the Investor Accounting and Communications Platform from Xinnovation will allow you to build trust with your current investors and become more efficient to grow your business.Retirement Plan Reviews Our solution will increase future investment commitments and amount of new referrals, provide a system-based, compliance-approved platform to better track and report investor information, align withRFP Responses traditional financial services companies that have educated the market on timely communications, deliver business insights into property and investor ownership, and provide a system to automate theInvestment Mappings generation of investor and property reviews. BEST OF ALL, the entire platform is web-based and only requires a browser, MS Office, and knowledgeFund Fact Sheets in everyday tools your team already knows - Word, PowerPoint and Excel.Accounting &Communications Platform CLIENT SUCCESS FACTORSCustom Solutions • Efficiency • Higher levels of tracking • Reduction of corporate calories • Better client service • Accurate investor accounting • Increased quality and accuracy of reports KEY SOLUTION FEATURES ACCOUNTING MODULES: • Permission based • Version control • Approval functionality • Completely ‘locked down’ DATA MANAGEMENT: • Waterfall calculations • Contributions, commitments • Paid/Accrued Interest • Paydowns and transfers BUSINESS INSIGHTS: • Property ownership • Entity ownership roll-up • Outstanding commitments DOCUMENT OUTPUT RICH GRAPHICS: • Solution takes advantage of the best MS Office charting and graphing capabilities CUSTOM DELIVERY OPTIONS: • Optimized PDF file including print automation • Eco-friendly e-delivery option Xinnovation, Inc www.xinn.com 781.272.3300Copyright © 2011 Xinnovation, Inc. All Rights Reserved..

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