Hi Powder Community,
The firms that use Powder have been beating down the door asking us to officially support private assets. Therefore, today we launch support for commitment based assets such as PE/VC. If your brokerage documents have PE/VC assets co-mingled with public equity and bonds, we'll automatically parse and display. Usecase by usecase, we are getting rid of manual work and one day we'll make your firm twice as efficient as today! Please note that you have to email us to turn on this feature. If you are a firm that can benefit from this feature, please feel free to setup a demo from our site.
Thank you,
Powder Team
Hello Powder community, I am Jordan Powders AI Marketing Manager. Welcome to the latest feature release that we have launched for our users. Today I'll demonstrate how we're able to parse and extract information for private assets in POWDER. When we get consolidated statements, often there's alternatives listed in the statements. Compiling those alternatives alongside the public securities has been a hassle thus far because it creates copious amounts of manual work that drags your firm down. Therefore, we're trying to relieve that problem thereby giving a significant uplift your operations. If there's such a statement comes in, you can simply load that alternative asset statements into powder like so. And then once you load the statement, POWDER can now recognize that it's alternative assets and start to properly parse and enrich them. Let's wait a minute for the processing to finish. Now you'll see that Goldman Sachs is statement has been parsed. First, under the All tab on the top right, you can see the funds listed along with their asset value. However, when you choose private tab, a whole new set of information is revealed. In addition to asset value, you can also see the total commitment, unfunded commitment, total contribution, total distribution, and the vintage of the funds. This is the full set of data you would need in order to show a balance sheet for private assets. As usual, you can then extract the data out into a spreadsheet that allows you to then run analysis on the output. Or you can go to the analysis tab to run analysis directly and POWDER as well As an existing POWDER user. Private asset parsing is already available to you. Please inquire with our support team to turn it on. If you're a firm that can benefit from our platform, please feel free to set up a demo from our website. Thanks for watching. Have a wonderful day and see you next time.
𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝘃𝗼𝘁𝗶𝗻𝗴 𝗱𝗼𝗲𝘀𝗻’𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗯𝗲 𝗮 𝗵𝗮𝘀𝘀𝗹𝗲 𝗳𝗼𝗿 𝘆𝗼𝘂 𝗼𝗿 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀.
With Anduin, investor voting workflows are done in just 5 simple steps - all in one place.
Here’s how it works:
✔️ Investors can fill out forms, cast votes, sign, and leave comments effortlessly.
✔️ Fund teams can review and manage everything right on the platform.
Take a look at how Anduin simplifies investor voting https://lnkd.in/gWmYfsrP
Founder’s 2025 Resolution No. 1
✅ Get Investor Ready
You’ll look back this time next year and realise it or sign up for 2025 and use Dillie Data Rooms to help Fund Raise faster and impress investors during diligence.
👏 Thank you to everyone who attended our webinar with Ulyana Shtybel, Ph.D and Jed N..
We covered key insights on syndicate investing, from structuring for success to the step-by-step process of launching and scaling syndicates effectively.
Stay connected for more insights and updates on syndicate investing.
#SyndicateInvesting
📆 Wondering about the timeline for investing in one of our deals?
Here's the scoop! 🕒 Once we secure a deal, you'll have the chance to join a live webinar call 💻 to review details and ask questions. From there, paperwork and fund submission typically take 2-6 weeks, 📅 with funds due before property closing.
Ready to dive in? Let's chat! 💬
#InvestingTimeline#RealEstateInvesting 🏠💼
Hello Everyone,
Excited to share one more mutual fund analysis on "Groww Value Fund"
In this analysis you can see the past performance, strategy and key indicators of the mutual fund, and also see its compatibility with its benchmark Nifty 500.
Disclaimer: " This post and the report is not recommendations, and it's based on publicly available information."
#Growwvaluefund#Groww#financialanalysis#mutualfundanalysis
Who really benefits from unclaimed shares? 💰
While countless investors struggle to reclaim their wealth, we have to ask—is the IEPF process truly serving its purpose? 🤔
Unclaimed shares are sitting idle, but the process of recovering them can often feel like an uphill battle. At The Wealth Finder, we’re committed to simplifying this complex journey and ensuring investors get back what’s rightfully theirs. But what about the system itself? Is it working as it should?
Let’s discuss the realities behind this process. Drop your thoughts in the comments! 👇
Founding Team @ Powder (YC W24) | AI Agents for Wealth Advisors | Engineering Leader | Modern Health, Vida Health Alum
4moSo many firms have been asking for this!