Repool’s 2022 Year In Review

Since Repool began back in summer of 2021, we’ve built an elegant and modern product that has been specifically designed to automate and simplify fund services for emerging managers.

Posted on
Read time
5 mins

Over $1 billion of trading volume in 2022

Historically, the process of launching a new fund has been extremely time consuming, complicated, and confusing, while established fund managers have been left to rely on spreadsheets,  PDFs, and outdated software to run their funds.

Our Fund In-a-Box and Fund Administration tools make life significantly easier for emerging managers. The easy-to-use platform handles everything from entity formation, legal documents, and regulatory filings, to administration and accounting, investor onboarding, background checks, compliance, and banking.

Monitoring Fund Performance

Fund managers using Repool can easily monitor fund performance at a glance and give their investors visibility into the performance of their fund in the Fund Dashboard. It’s easy to view the overall performance of the fund and review how it performs over time, as well as the performance for each individual investor. 

Within the Dashboard, managers can view NAV and total capital raised, absolute returns and percentage returns, and performance over 1, 3, or 6 months, 1 year, or all time.

Dashboard of fund performance

It’s easy to check the performance of each individual investor: simply search for an investor by name or scroll to an investor to view their individual performance graph. Answering investor questions just got much easier!

Graph of investor performance

Integrating Fund Bank Account

With our integrated banking feature, fund managers can view their fund bank account details and download monthly bank statements directly from their Repool account.

Bank account software for funds

The Banking section also makes it easy to view all the financial activity for a fund, including:

  • total account balance
  • pending transactions for deposits and withdrawals
  • who has invested and how much they have invested
  • transfers between your bank and brokerage accounts

Banking software for hedge funds

Managers using Repool always have visibility into the money going in and out of their account. 

Onboarding New Investors

We know how busy life gets as a fund manager, and we want to make it as easy as possible for managers to onboard new investors, handle questions from investors, and free up time to focus on fundraising. 

In the Onboarding Dashboard, fund managers can see:

  • total number of investors in the fund
  • total capital raised by the number of investors
  • how many investors have been invited, signed, are currently investing, or have already invested

They can invite a new investor directly from the Dashboard, as well as automatically send a reminder email to the investors that have already been invited.

Onboarding software for hedge funds

When managers invite a new investor to join their fund, they have the ability to include custom terms for individual investors. It’s also easy to communicate wire instructions for individual investors with the copy and paste feature.

Banking transactions for hedge funds

We reduce the time to execute subscription documents from the typical 5 hours to only 5 minutes, and we also digitize the experience which helps to prevent investors from making mistakes. Next up, we’re working on updating the investor application flow to make the entire process even easier for investors.

Monitoring Individual Investor Performance

We know that managers often find themselves answering the same questions from investors about how the fund is performing. The Repool Investor Dashboard makes it easy for investors to access the data they need about fund performance and the status of their investment.


Software for investors

Within the Dashboard, investors can view:

  • the fund (or funds) they’ve invested in
  • how much they’ve invested so far
  • the overall performance of the fund including their returns
  • transaction activity of their money going in and out of the fund

Software for investors to monitor performance

They can also view and download the relevant legal documents for the fund, plus they have the option to invest additional funds.

Software to let investors invest in a fund

Viewing Financial Reports

In the Repool Reports section, managers can view and download their fund documents, as well as approve documents for their investors quickly and easily. They have the ability to view documents by reporting period, as well as search for documents by the individual investor.

Financial report software for funds

Downloading Documents In The Data Room

In the Repool Data Room, managers can view and download all of the important documents associated with their fund. They also have the option to quickly and easily share the documents with one (or more) of their investors.

Software to view investor documents

The NEW Investor CRM

To make life even easier for fund managers, we’re busy working on the new investor CRM!

The CRM makes it easy to handle investor relations:

  • communicate with investors directly from their contact record
  • review individual investor performance at a glance
  • view contact details, recent activity, and specific fees all in one place
  • categorize with tags and record notes for each investor

We’ll be releasing this awesome new feature early in 2023, so stay tuned for more details.

Happy New Year from the team at Repool!

Looking for modern launch or backoffice solutions?


Repool, Inc. (“Repool”) serves as an administrator to various pooled investment vehicles.  The content on this site, or any associated distribution platforms and public Repool online social media accounts, platforms, and site (collectively, “Distribution Channels”), is provided for information and discussion purposes only, and should not be construed as or relied upon in any manner as legal, business, tax, investment, or other advice. Repool’s services and information available on Distribution Channels are not a substitute for third-party professionals (including properly licensed and/or registered lawyers, brokers and tax professionals), and you should seek your own professional advisers, including legal counsel. Repool is not licensed to provide legal advice and is not registered as a broker-dealer or investment adviser, and Repool is not otherwise licensed or registered.

Any views expressed in posted content, such as articles, blogposts, commentary, videos, or social media, are those of individual Repool personnel or third-party authors and are not the views of Repool or our affiliates, unless explicitly stated otherwise. Additionally, with respect to any content or views available on Distribution Channels, Repool makes no representations that the information has been validated by independent, licensed third-parties, nor that such information has any enduring accuracy or appropriateness for any given individual or situation.

Laws and regulations applicable to the sale of securities, forming pooled investment vehicles (including private funds), and investment management (including serving as an investment adviser or commodity trading advisor) are complicated and occasionally ambiguous. Relevant law may come from the state, federal, or international level, and you may be under the regulatory oversight of one or many regulatory bodies such as, but not limited to, the Securities and Exchange Commission and the Commodity Futures Trading Commission. It is your responsibility to ensure that, when forming, offering interests of and managing any pooled investment vehicle, whether supported by Repool’s administrative services or not, you are in material compliance with applicable laws including obtaining any and all applicable licenses, permits, registrations, memberships, and approvals that are required in order to form, offer securities of and manage such pooled investment vehicle.  You should not rely upon Repool in making any such determinations or as a replacement for licensed, third-party professionals.

Building the future of fund services

© 2024. Repool, Inc.