
Joel Nelson | May 15, 2024
Posted in: Investment Manager
Want to Streamline Your Investor Capital Raising? Yardi Investment Manager Centralizes & Simplifies
Raising funds is one of the most important elements of real estate investment. Fortunately, the process can be vastly simplified when the right technology is brought to bear.
Using spreadsheets and/or multiple systems and system interfaces in the capital raising process presents the potential for data loss or inaccuracies and unduly complicated compliance and auditing — in a word, RISK. Risk matters because potential investors care about all varieties of it, including operational, investment and regulatory.
Yardi Investment Manager cuts risk by centralizing all aspects of raising capital within a single connected platform.

Investment Manager supports capital raising with:
- Convenience: Investment managers need only one platform to create and communicate new opportunities to investors, match leads to viable investments and access performance metrics.
- Efficiency: Automating operations throughout the capital raising lifecycle, including the subscription agreement process, saves time, avoids third-party fees with built-in e-signature functionality and quickly transitions investors into Yardi Investment Manager.
- Collaboration: Centralized contact and investor activity information promotes productive communication by delivering a complete view of prospects, proposals and capital-raising goals. Investment Manager also enables the presentation of key information to current and prospective investors with the push of a button.
- Risk mitigation: Manually compiled investor allocation spreadsheets can contain incorrect calculations that carry over and call for investors to contribute more than they should. Investment Manager, with its single point of entry for capital calls, prevents disconnects between the amount of capital requested and its allocation in a capital call to investors.
All this while avoiding the laborious process of raising capital by manually scanning documents into a portal and completing capital raising with separate systems.
Besides being suitable for ownership structures of all sizes, Investment Manager offers another special advantage: It’s the only investor portal that’s fully integrated with Yardi Voyager and Yardi Breeze Premier.
“By being able to deliver information when it’s needed, we don’t have to follow up with the investor later, which is easier on both parties. We get a lot of compliments from investors about our service, and Investment Manager is a major reason for that.”
Scott McGinness, CFO, Cohen Asset Management
By eliminating interfaces, manual data entry and faulty decision-making from erroneous or incomplete information, real estate investment managers can mitigate all categories of risk while building and sustaining productive investor relationships.
Learn more about Yardi Investment Manager.
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