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METIS Financial Network has launched an alternative investment marketplace allowing private equity, venture capital and hedge funds to market their offerings to a global network of accredited investors and advisors.
METIS Fund Portal allows all parties involved to manage data, documents and communications throughout the investment lifecycle.
Monterey Financial Services is the first company to use METIS Fund Portal to globally market its new USD50 million fund and manage the participating investors.
“We’re thrilled to launch METIS Fund Portal with Monterey on board,” says Joy Hou, CEO of METIS. “The Monterey team has been instrumental in contributing their knowledge and experience as we continue to refine the Fund Portal to address practical challenges faced by fund managers."
“Monterey has been a growing leader in consumer financing, loan servicing and delinquent debt recovery since 1989. To continue that growth, we have decided to expand our investor base,” says Chris Hughes, president and CEO of Monterey Financial Services. “We selected METIS Fund Portal because it enables us to market globally and manage locally, while providing full transparency to our investors.”
METIS’ technology enables Monterey to communicate directly with potential investors, and manage the entire lifecycle of the investment efficiently and cost-effectively. METIS also collaborates with Monterey on marketing efforts, to bring an even greater impact to the fund.
Advisors and investors focused on alternative investments may use METIS Fund Portal to search for investment opportunities, conduct due diligence, express interest, request further details, submit accreditation documents and electronically execute all documents.
Fund managers may verify investor accreditation, communicate directly with any prospect and accept or reject investment requests. Once closing documents have been executed, the relationship between all parties in the investment network is centrally managed through the platform.
Advisors and investors may view portfolio concentration and individual fund performance, and continue to communicate with fund managers directly.
Fund managers can share fund documents and financials, and retain a centralised location where all investor information and investment activity is easily accessed.
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