Shareholder meeting responses
Review portfolio-company meeting agendas and submit your vote. Track each response and reflect completed decisions in fund ledgers and valuation data.
IMworksInvestment, connected.
Every part of investing.
Connected in IMworks.
A shared way of working for fund managers, investors and startups.
Bring investment information and recurring work into one connected flow.
IMworks Integrated investment management
Product screenInvestment, connected.
THE IMWORKS FAMILY
Different roles. One connected flow.
Explore the IMworks products for fund managers, investors, and startups.
Fund managers · GP
GPworks
Investment management for fund managers, with connected reports, automation, and AI review.
Institutional and corporate LPs
LPworks
Manage institutional and corporate LP commitments, portfolios, cash flow, and performance.
Individual investors
LPworks Personal
Review investments, respond to fund meetings, and download investment certificates.
Startups
STworks
Connect startup reporting, shareholder meetings, and resolutions with your investors.
01 / Collaboration
Less back and forth.
More informed decisions.
Meetings, business reports and certificates. Keep requests and responses together across your investment network.
Fund meeting votes
Review fund meeting agendas alongside the relevant fund information. Upload a scanned response to reply without a separate email.
Business reporting, end to end
Create a reporting template with the fields you need and request updates from portfolio companies. Use submitted data to prepare reports in the Korea Fund of Funds format.
Contribution certificates
Request a certificate after contributing capital and track issuance. Keep document requests and responses in the same system.
02 / Funds & commitments
From a capital call
to the complete fund picture.
Put today’s requests in the context of your full contribution and distribution history.
Capital call details
Find the requested amount, bank account and other payment details in a manager’s capital call.
Contribution & distribution history
Review past contributions, distributions and cumulative amounts for each fund to inform your next commitment.
A complete fund overview
Review contributions, distributions, investments and financial statements together to understand a fund’s current position.
03 / Portfolio intelligence
From the original investment
to where the business is today.
Connect funds and portfolio companies to follow investment history, business performance and important developments.
Investment history
See which fund invested in which company, when and through which instrument, including exits. Compare changing terms across multiple rounds.
Portfolio updates
Follow managers’ updates to identify important portfolio-company changes and issues requiring attention.
Business performance & investment thesis
Review company operating data alongside the manager’s analysis. Keep investment rationale, business progress and monitoring information together.
04 / Analytics & reporting
A single view
of your investment universe.
Bring direct and indirect investments together, then get the insights you need on your schedule.
Direct & indirect investments
Manage direct investments and fund commitments across proprietary accounts and investment vehicles. Review fund details, holdings, returns and investment obligations together.
Investment analytics
Aggregate investment and exit data into charts and dashboards. Track valuation over time and analyze allocations adjusted to your ownership share.
Scheduled reports & alerts
Choose BI charts, dashboards and a delivery schedule for email reports. Receive alerts for redemption and conversion dates and capital impairment.
05 / Get connected
Keep your data.
Start a better workflow.
Connect information around your managers’ existing tools and bring historical records with you.
Connect your existing sources
Connect fund ledgers from GPworks. For managers using other systems, collect emailed business reports and use AI to extract and register the required data.
Migrate VICS & Excel data
Validate and migrate your historical records using VICS data and Excel uploads.
YOUR NEXT WAY TO WORK
Take the next step in investment management
Talk to us about the right product and onboarding for your organization.