58 West 40th Street, New York, NY 10018 USA

Phone: 212.661.6050

Fax: 212.661.6049

PerTrac, provides sophisticated analytics, reporting and communications software and services for investment professionals, including hedge funds, pensions, family offices, endowments, sovereign wealth funds, funds of funds, long-only managers, and industry service providers. More than 1,400 organizations in 50 countries rely on PerTrac software solutions to help them maximize returns, reduce risk and operate more efficiently.

PerTrac is a private, equity-owned growth company that has been partnering with clients from almost every corner of the alternative and traditional fund investment community since 1996. The company is headquartered in New York with offices in London, Hong Kong, Tokyo, Reno and Memphis.

PerTrac offers Investor Relations, Marketing and Fund Managers all the tools they need to help them distinguish their funds from the competition and streamline their capital raising and investor communications efforts including:

Advanced Performance, Risk Assessment and Reporting Package

  • Scrutinize your funds through the same lens as your investors.
  • Produce professional, graphically-rich reports in a matter of minutes.
  • Illustrate how you stack up against the competition.
  • Show the value of your fund in a prospective investor’s portfolio.
  • Be prepared for any investor question.

Complete Investor Relations and Marketing Communications Platform

  • Centralize client and prospect data so that everyone in your organization has the information they need at their fingertips.
  • Automatically capture all e-mails, meetings, notes and tasks in Microsoft Outlook – an environment you work in every day.
  • Track, locate and retrieve archived reports and agreements with a built-in document management system.
  • Maintain a complete audit trail of what was said, sent and received for last minute compliance reviews.
  • Configure the system to define your own action rules and alert settings.
  • Access information remotely.
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