The MiFID II compliant Data room investors love.

Share information securely. Track access. Optimize engagement. Grow your fund.

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OvalData was created to help your team share information with investors, in a secure and auditable way.

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Intuitive and Efficient

Our user-friendly interface was designed to optimize the documentation management workflow in order to save you precious time and effort

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Automated

From daily NAV updates, to annual reporting. We integrate with your existing process and tools to keep investors informed.

Customisable

Select the best best layout to match your corporate identity and brand consistency.

Robust and Secure

OvalData’s infrastructure was designed following the SaaS industry’s best practices.

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Effortless Reporting

Integrate with your existing infrastructure, being excel sheets, Bloomberg terminal or any other data-source for automatic NAV reporting.

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Document Sharing

Share annual reports, fact-sheets or other fund documents with your investors directly from dropbox, google-drive or any other tool.

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Email Notifications

Communicate smoothly with your investors and keep them informed of any update in real-time.

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Permission Management

Granular authorisation system allows configuration of which funds and fund classes investors have access to, and which tasks collaborators can execute.

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Fully Auditable

Track who accesses the system, what operations were performed and when.

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Website Integration

Integrate with your existing web-site without making significant changes to the existing infra-structure.

Pricing

Manager

Suitable for a small team, managing a couple of funds or fund classes.

  • 2 fund-structures (i.e. funds or fund-classes)
  • Unlimited investors
  • Invite team members

£250 per month, annual payment

Boutique

Suitable for a boutique with several funds/classes

  • 5 fund-structures (i.e. funds or fund-classes)
  • Unlimited investors
  • Up to 5 team members

£400 per month, annual payment

Most Used

Corp

If you manage more than 5 funds/classes

  • Unlimited fund-structures (i.e. funds or fund-classes)
  • Unlimited investors
  • Unlimited team members

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