Investor - Shareholder

  • Capital: records are broken down by contribution.
  • Investor Roles: flexible roles and fees.
  • Side-Pockets: segregate funds into side-pockets or illiquid capital pools.
  • Series: automates series and year-end roll-ups and conversions.
  • Share Equalization: generates equalization shares, including loss carry-forward consideration.
  • Dividends: distribute earnings.

Learn More…

  • Register

    Penny Shareholder Register

    Register shows the number of shares, plus gross and net NAV.

  • Series Conversions

    Penny Series Conversions

    Roll-up shareholder series from one to another.

  • Share Equalization

    Penny Share Equalization

    Penny allows you to optionally calculate equalization shares.

  • Shareholder Statements

    Penny Shareholder Statements

    Quickly print and provide information to your shareholders.