BuyProperly Enterprise

Solutions

INVESTOR PORTAL MODULE

	FEATURE	DESCRIPTION	PROFESSIONAL	EMERGING	ENTERPRISE
1	Sign-on	Creating customer account for login and accessing deal overview	✅	✅	✅
2	Detailed profile creation	Customer creates a detailed profile (one time activity for the customer) and goes through all requisite compliance checks [KYC/AML/ID verification]	✅	✅	✅
3	Investment processing	Customer can choose deals to invest in, types of shares to invest in, choose how they invest- individual/ corporate/ trust etc	✅	✅	✅
4	Deal Details Page	Customer is able to access all deal details on this page, including financials, updates, documents, access to deal room and estimate their returns potentials through calculators	✅	✅	✅
5	Portfolio Dashboard	Customers get access to all portfolio information in one place including all relevant documents and deal and portfolio performance	✅	✅	✅
6	Payment automation	Connecting bank accounts, investment accounts, and setting up online bank transfer options, tracking funding status	❌	✅	✅
7	Secondary Marketplace	Customers have access to a trading platform to trade their shares	❌	✅	✅
8	Differential data sharing	Invite only rooms behind NDA with data filters to have different data access for different investors	❌	❌	✅
9	AI BOLT-ON	AI Bolt-on for customer recommendation based on their profile, preferences and behaviour	❌	❌	✅

FUNDRAISING MODULE

	FEATURE	DESCRIPTION	PROFESSIONAL	EMERGING	ENTERPRISE
1	Upload a new deal	Upload deal details, legal documents, text, pictures, videos. Edit for updates ongoing	✅	✅	✅
2	Track Deal Progress	Track interested investors, soft commitments, progress through the process, Investor process issues (KYC/ document issues, changes etc.) and move process forward	✅	✅	✅
3	Auto reminder and CRM functions	Send emails to customers from your dashboard to nudge them	✅	✅	✅
4	Deal level details	Transaction status at customer level, deal level, all deals level	✅	✅	✅
5	Investor reporting	Update reports, report on distribution, statements, deal metrics, tax statements through bulk upload	✅	✅	✅
6	Data Security	Securely store data in cloud based systems with pre-defined data storage tiers	✅	✅	✅
7	Secondary marketplace	Enable secondary marketplace for investors to trade [requires setting up legal process and representatives to enable process]	❌	✅	✅
8	Customer profile access	Ability to answer customer questions, track their issues, accounts, statements, etc. without accessing sensitive information through real-time custom reports	❌	✅	✅
9	Data warehouse integration	Securely integrate Beacon data into your existing data warehouse for robust analytics.	❌	✅	✅
10	Access to BuyProperly Investors	Access to marketing to BuyProperly investors through BP team. If listing on the website and processing through BuyProperly- additional fundraising costs would apply	❌	❌	✅
11	Distributions	Do all waterfall distribution calculations in an automated manner and generate Custom investor centric reports for all investors giving them details of their portfolio and deal level information	❌	❌	✅
12	AI BOLT-ON	Predict most likely investors for a particular deal and target those with extra effort, incentives, and reach-out for highest conversion outcomes	❌	❌	✅
13	Dedicated Account Manager	Point of contact to manage implementation and training, with years of financial services experience.	❌	❌	✅
14	Accounting system integration	Automatically sync investment data between Beacon1 and 3rd party investment accounting systems	❌	❌	✅

ACCOUNTING MODULE [IN BETA]

	FEATURE	DESCRIPTION	PROFESSIONAL	EMERGING	ENTERPRISE
1	Support multiple classes of LP units/ shares	Create, track and manage multiple classes of shares, their corresponding distributions, their individual performance fees	❌	✅	✅
2	Tax estimations	Ingest P&L information - from accounting books/ accounting software , or through documents, to generate costing for NAV, current values, and Tax and accounting statements	❌	❌	✅
3	Generate T5013	Auto-populate T5013	❌	❌	✅