Alternative Investment’s
New Frontier

Exchangelodge is a SaaS company focused on providing digital process automation and data integration solutions to Alternative Investment Managers that solve operational challenges, while reducing expense and risk.

How Exchangelodge Works

1

Design Workflows

Set the proper workflow by predefining steps to complete a business event

2

Connect Data

Integrate all your data that currently resides in disconnected systems

3

Report Information

Report information to your investors, management teams, third party service providers, and the regulators

Exchangelodge streamlines and controls data and processes previously executed through time-consuming manual efforts that flexed your teams, often resulting in continuous confusion in who did what when and is our data accurate?

The Old Way

  • Documents, Spreadsheets, PDFs
  • Shared Drives
  • Document Management Portals
  • Emails
  • Phone Calls
  • Written Notes

The Old Way makes it impossible to view manage your data. Continuous time-consuming monitoring is needed to ensure all information is accurate and up to date.

The Exchangelodge Way

Manage the end-to-end processing of information flow. Exchangelodge Workflows, Exchanges, and Analyzes information in one central application. No more confusion in managing multiple systems and distribution methods. A real-time 360-degree view shows everything is running like clockwork.

  • Design business event processes that assign tasks and set reminders
  • Build data capture forms using a streamlined, intuitive interface
  • Connect all data in existing best-of-breed systems
  • Upload documents and files to consolidate in one location
  • Access data and files from all devices anywhere, anytime
  • Create custom reporting to access business event data
  • Simplify and organize work efforts

Use Exchangelodge to Introduce Data Transparency and Control

What That Means

Today in Alternative Investment we manage our business processes manually and view our data through disconnected systems—Exchangelodge is changing that. Exchangelodge makes managing activities and materials for fundraising, due diligence questionnaires, quarterly fund and investor reporting, capital calls, portfolio monitoring—and much more—easier, transparent, and controlled.

Who Benefits

  • Fund Managers: COO, CFO, CTO, Fund Accounting, Investor Relations, Operations, IT, Portfolio Monitoring, Fundraisers, and the firm as a whole!
  • LPs: Investors, Investment Analysts, and Investment Consultants
  • TPAs: Fund Accounting, Portfolio Liaisons, and Fund Onboarding
  • Family Offices: COO, CFO, CTO

How Exchangelodge Does It

  • We made the software simple
    Focus on Business Events and Tasks
  • Everything is laid out visually
    All information is displayed via Data Cards
  • Intuitive, user-friendly interface
  • We give the user control
    Self-service set up with us available for support at any time
  • Easy to decide when to use which feature and in which situation
    Simple question mark prompts to help you along the way—no need for complicated FAQ and User Guides
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Exchangelodge at a glance

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WORKFLOWS

Workflows route tasks and create clear roles and responsibilities assignment

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TASKS

Set tasks, assign to teams and individuals, add identifying details and due dates

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DATA FORMS

Framework to create documents and gather data

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PROGRESS, HISTORY, AUDIT

Real-time visibility to track activity present, past, and future

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CONTENT

Organized folder for storing documents, spreadsheets, and PDFs with ability to view them

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REPORTS

Visual way of presenting an analysis of data

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COMMENTS

Capture collaboration around content and tasks; feedback looped into content via links

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NOTIFICATIONS

Automatic notifications with four distinctive types: action, activity, reminder, alert

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CONNECTORS

Integrate with other applications, pull and push data based on information flow

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SECURITY

Secure access protected by encryption with robust security controls

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USER ROLES

Control permissions of users

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CLOUD BASED

Available in browser on any device

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SAAS OR DEPLOYED INSTALLATIONS

Freedom to choose method to deploy the application

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