Investor Quality - Penny Accounting Software

G/L: allocations; A/P; checks & wires; journal entries

Investor: partner; private equity; shareholder; transactions

Fees: incentive; load; management; redemption

Performance: benchmarks; fund estimates; investor quality; reporting

Taxes: aggregate; K-1; layering; schedules

Investor Quality By Size

Immediately know which of your investors invest the most capital.
Investor Quality By Age

Find out which of your investors has been invested the longest.
Investor Quality By Frequency

Track which investors contribute most frequently.

Investor Quality

Analyses: get a review of capital sources to determine retention history by investor type.
Concentration: determine the diversity of the investors.
Age: calculate and diagram investor longevity.
Sensitivity: measure the likelihood of withdrawals during down turns.

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Why is our software called "Penny" ?: Because our founder - a CPA, former hedge fund CFO, and programming guru - was hoping to purchase an accounting package. But none of the existing fund accounting systems could handle balancing complex partnership accounts down to that last penny. So he created one that could.

Is it "I.T. Works" or "it works" ?: Actually, its both. After a 2 week installation, our first customer was running so smoothly he told us we should call the software "it works". We had a name, but happily adopted the sentiment as our tagline. The logo artist thought it was "I.T." - as in information technology - and a pun was born.

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