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Your stakeholders are your most important clients. Continually updating the progress and status of their projects is a key to lasting success, however today’s hectic business atmosphere often interferes with vital communications. At Informia, we provide an easy way for companies to maintain investor confidence and credibility with timely, relevant data and status reports. Our easy to use collaborative reporting solutions enable organizations to have a continuous dialogue with their constituents - and facilitate the confidence needed to build successful and rewarding partnerships.
ABOUT INFORMIA
Our Approach
Informia's collaborative reporting solution stemmed from our CEO's many years of interaction in the 'privately funded' community –as an executive in a venture backed company, as well as a private angel and real estate investor. This diverse experience brought a unique perspective and a clear insight into the communication challenges that often impact investor confidence and project funding.
At Informia, we believe that consistent and effective communications is key to fostering relationships and confidence between organizations and their stakeholders. We have created an online software application that enables intuitive, streamlined stakeholder communications and that is designed with transparency, collaboration, timeliness and ease of use in mind.
SOLUTIONS
Private Equity
As the private equity industry continues to grow, it has become increasingly important to improve the consistency and transparency of information exchanged between all participants.
General partners, limited partners, managers and investors all have a desire to improve the information sharing process in a productive manner that didn’t create an information overload to investors. At Informia, we understand these issues and provide efficient ways to communicate with investors and LP’s in a timely and consistent manner. Whether dealing with one large investment or a portfolio of many, Informia Solutions will keep both your internal and external teams focused on the end result.
Coming soon, our new StakeholderPortal will help companies communicate online with numerous stakeholders simultaneously without compromising confidentiality. StakeholderPortal solves the problem of emailing cumbersome large attachments by providing an effective way to distribute updates, documents, alerts, and other important information. Through a customizable solution, companies are able to provide access to a secure, Web-based portal designed to receive documents and vital information that pertains to current investments or projects. The portal also allows for online collaboration among fellow stakeholders, storing updates and reviewing reports delivered by the collaborative reporting solution. And features like reminders, templates, prompts, and a streamlined reporting workflow will keep your internal and external teams focused on the end result.
Real Estate
In today's unpredictable real estate investment environment, it is more important than ever to keep in contact with your firm's partners and investors. No matter the situation it is vital to keep your stakeholders informed and Informia Solutions puts the control in your hands. The ability to notify investors of changes in your properties and projects is right at your fingertips, no matter if you are dealing with a real estate fund, investment pool or single large project.
Coming soon, our new StakeholderPortal will help companies communicate online with numerous stakeholders simultaneously without compromising confidentiality. StakeholderPortal solves the problem of emailing cumbersome large attachments by providing an effective way to distribute updates, documents, alerts, and other important information. Through a customizable solution, companies are able to provide access to a secure, Web-based portal designed to receive documents and vital information that pertains to current investments or projects. The portal also allows for online collaboration among fellow stakeholders, storing updates and reviewing reports delivered by the collaborative reporting solution. And features like reminders, templates, prompts, and a streamlined reporting workflow will keep your internal and external teams focused on the end result.
Angel Funded
At Informia, we understand that consistent and transparent communications helps to nourish positive relationships between investors and funded companies. Keeping investors informed is a priority for all executives, but day-to-day distractions often pose challenges. Informia Solutions provide an easy way for companies to maintain investor confidence and credibility with timely and relevant data and status reports. Using our hosted software technology and on-demand consulting services, companies can easily prepare and distribute updates that include accomplishments, challenges, key milestones and financial status.
Funded companies are able to:
- Communicate positive messages and progress to ensure confidence of existing and prospective investors
- Set clear expectations and identify where investors can be a source of strength and support
- Comply with reporting requirements as stated in investor agreements
- Keep communications simple with easy-to-follow report formats, subject categories and email reminders that keep contributors on task
- Get started today with out-of-the-box templates, or create one that fits your communication needs
Investors are able to:
- Gain deeper understanding of companies’ progress and challenges and turn passive awareness into active support
- Receive regular communications in consistent, easy-to-read reports
- Require the implementation of updates as a condition of funding
- Share reports with your investors to boost client confidence
Coming soon, our new StakeholderPortal will help companies communicate online with numerous stakeholders simultaneously without compromising confidentiality. StakeholderPortal solves the problem of emailing cumbersome large attachments by providing an effective way to distribute updates, documents, alerts, and other important information. Through a customizable solution, companies are able to provide access to a secure, Web-based portal designed to receive documents and vital information that pertains to current investments or projects. The portal also allows for online collaboration among fellow stakeholders, storing updates and reviewing reports delivered by the collaborative reporting solution. And features like reminders, templates, prompts, and a streamlined reporting workflow will keep your internal and external teams focused on the end result.
Consulting
Developing a relationship and creating an atmosphere of confidence is vital to any consultant working with proprietary clients. Communication leads to lasting partnerships, allowing for greater productivity, cost efficient strategy development and increased performance improvement. Informia Solutions streamlines the information sharing process, allowing both your internal and external teams to stay focused on identifying and solving key problems. Using our hosted software technology and on-demand consulting services, companies can easily prepare and distribute updates that include accomplishments, challenges, key milestones and financial status.
Coming soon, our new StakeholderPortal will help companies communicate online with numerous stakeholders simultaneously without compromising confidentiality. StakeholderPortal solves the problem of emailing cumbersome large attachments by providing an effective way to distribute updates, documents, alerts, and other important information. Through a customizable solution, companies are able to provide access to a secure, Web-based portal designed to receive documents and vital information that pertains to current investments or projects. The portal also allows for online collaboration among fellow stakeholders, storing updates and reviewing reports delivered by the collaborative reporting solution. And features like reminders, templates, prompts, and a streamlined reporting workflow will keep your internal and external teams focused on the end result.
Nonprofit
Developing and strengthening relationships with donors and potential donors is at the core of every nonprofit organization’s fundraising efforts. Your organization exists because of the caring donors that believe in your vision, your work and your services. DonorUpdate allows nonprofit organizations to form a real and lasting relationship with those supporters. Through continuous communication, donors will get a back-stage pass to your organization and see first hand how their gifts are making a genuine difference.
DonorUpdate automatically reminds and polls people from across your organization to create regular, timely, and relevant reports. The software then formats and emails the edited report to designated donors. Your time is more productive and donors are confident and content that they are making a difference in the world by investing in you.
Coming soon, our new StakeholderPortal will help companies communicate online with numerous stakeholders simultaneously without compromising confidentiality. StakeholderPortal solves the problem of emailing cumbersome large attachments by providing an effective way to distribute updates, documents, alerts, and other important information. Through a customizable solution, companies are able to provide access to a secure, Web-based portal designed to receive documents and vital information that pertains to current investments or projects. The portal also allows for online collaboration among fellow stakeholders, storing updates and reviewing reports delivered by the collaborative reporting solution. And features like reminders, templates, prompts, and a streamlined reporting workflow will keep your internal and external teams focused on the end result.
Organizations
A common interference to productivity in many organizations is a laborious reporting process. Though necessary for positive internal communications, the process of providing reports, status updates or newsletters often takes valuable time away from clients and more pressing responsibilities.
Informia's OrgUpdate makes internal reporting and newsletter production fast, easy and effortless. No more “pinging” your team for input through email and phone calls - OrgUpdate does it all for you. With automated reminders, templates, prompts and a streamlined workflow, your team will spend the minimum amount of effort yet obtain maximum results.
Coming soon, our new StakeholderPortal will help companies communicate online with numerous stakeholders simultaneously without compromising confidentiality. StakeholderPortal solves the problem of emailing cumbersome large attachments by providing an effective way to distribute updates, documents, alerts, and other important information. Through a customizable solution, companies are able to provide access to a secure, Web-based portal designed to receive documents and vital information that pertains to current investments or projects. The portal also allows for online collaboration among fellow stakeholders, storing updates and reviewing reports delivered by the collaborative reporting solution. And features like reminders, templates, prompts, and a streamlined reporting workflow will keep your internal and external teams focused on the end result.
Others
Informia's family of Update software is highly configurable and adaptable to a wide variety of markets and industries. Any organization that needs to provide constituents or stakeholders with regular qualitative and quantitative reporting will quickly benefit from its use.
In addition to the industries described in the other Solutions sections, the following will also benefit from Informia's family of collaborative reporting solutions:
- State and Federal Grant Recipients
- University Alumni Associations
FAQ’s
1. How difficult is it to customize Informia Solutions to the communication needs of my company?
Once you have developed a clear list of topics that you would like to communicate on a regular basis, setting up corresponding 'prompts' in the system for each topic contributor is simple. Communicating with your investors is as easy as assigning contributors, selecting a template and determining the frequency of your communications. Consulting services are also available to help you determine the topics that make the most sense for your communication needs. Update topics may include:
Latest news – Stay up-to-date on status, timelines, new hires, partnerships, product shipping, new customers and sales.
- Competitive Update – Obtain a comparative analysis on your company’s competition, allowing you to stay one step ahead.
- Marketing Update – Keep track of trade event participation, press coverage and relevant published articles.
- Financials – Always be in the know regarding the latest financial information, provided in numbers, graphics and/or text and commentary.
- Investor Spotlight – Meet fellow investors for either networking or competitive purposes.
- Related Links – Insert links to articles, blogs or web pages that may be of interest.
- Crisis communication – Send updates and information on breaking news and events to your investors and stakeholders.
2. How do we make sure that our reports are sent out on time?
During system setup you determine how often contributors should submit status reports or information. Email alerts are then sent as reminders at the appropriate time. For example, reminders could be set to go out 15 days prior to the report publication date. When a status submission becomes overdue, a more urgent reminder is sent to the contributor and copied to the report owner or other designated person.
3. What are the different formats available for the reports and who customizes the look and feel?
Informia Solutions reports are available in HTML and PDF formats. Informia will work with your administrator to customize a report template with your company colors and logo. This is included as a start-up service for all new customers. Subsequent report design changes will be charged at hourly consulting rates.
4. Do we have to download or install any software to use Informia products?
Informia products are fully hosted so there’s no need to download or install any additional software. All that is required is a web browser, either Internet Explorer version 6.0 or Firefox version 2.0. Of course, an Internet connection is required as well.
5. How long does it take to get up and running on Informia Solutions?
Most companies are able to get their first update set up for input and delivery to investors within 30-45 minutes. After that, unless you want to make changes, there is no setup required for the next update. Of course, you and your team members need to provide input to their responsible areas and you must review and make final tweaks to the Update before it is published to investors.
6. Can Informia customize a version of the xUpdate products for my company?
The Informia products are highly configurable and designed to be adapted to meet the needs of many different organizations. However, if you have a unique set of requirements, Informia has talented resources that are able to create a version of Informia Solutions, DonorUpdate, or AnyUpdate that meets your collaborative status reporting needs. Please contact us to discuss your particular application.
7. Can I import Excel spreadsheets in to Informia Solutions?
Currently you cannot import Excel spreadsheets but there are numerous ways to include data that is generated by Excel in your updates. The easiest way is to take a screen shot of the portion of the formatted spreadsheet that you want to include. On a Mac, use Command-Shift-4, and on a Windows computer, use a screen capture program like http://www.techsmith.com/screen-capture.asp. Save the file as a .jpg and then bring it in as a picture. You can also attach files, including Excel spreadsheets, when you publish the update to your investor list.
