THE ONLY SOURCE OF TRUTH TO TRULY UNDERSTAND YOUR LIQUIDITY
An online platform to better help you manage liquidity and redemption terms and requests. This unique application tracks lock-ups, gates, automatically calculates redemption schedules and how much can be redeemed along with the myriad of terms for each investment. It prevents the manual and error-prone assembly of terms and dates in spreadsheets.
Get a clearer liquidity picture - at every level
ONE CLICK TELLS YOU HOW MUCH CAN BE LIQUIDATED AND WHEN!
It can calculate liquidity years into the future.
Pre-populated tools supporting dozens of liquidity parameters.
Views based on the manager, investor, fund, tranche, client and more. Auto calculated dates when lockups and gates are approaching and past.
Quick answers to when the next available redemption date is arriving.
Based on today, when do you need to send notice?
When will funds arrive after a request is made?
How much is still under holdback?
Customizable alerts and reports in your in-box.
Liquidity Calendar is a participating vendor in Schwab OpenView MarketSquare™
Request a Free Demo
...and see how your boss or board of directors will be amazed with your liquidity reporting!
