Track performance, monitor investor engagement, generate compliance reports, and maintain an immutable audit trail — all from real-time dashboards built for issuers, investors, and regulators.
The Reporting & Analytics module provides the visibility layer across the entire Fundraizerly platform. It delivers real-time dashboards and on-demand reports for three audiences: issuers who need to monitor fundraising performance and investor activity, investors who want portfolio visibility and transaction records, and regulators or auditors who require compliance documentation and transaction histories.
Because every ownership record, transaction, and compliance event is recorded on the blockchain, reporting in Fundraizerly is not a reconstruction from fragmented data sources — it is a direct view into a single, immutable source of truth.
Real-time tracking of capital raised, investor commitments, settlement status, and remaining allocation per offering. Visualize fundraising progress against targets, compare performance across offerings, and identify which investor segments are converting.
Monitor the investor funnel from registration through verification, whitelisting, and investment. Identify bottlenecks in the onboarding process and track conversion rates by stage, geography, and investor type.
Real-time view of the ownership distribution by investor, share class, and investment size. Track ownership concentration, identify your largest holders, and model the dilution impact of future rounds.
Monitor trading volume, price trends, buyer/seller activity, and liquidity metrics for each asset with an active secondary market. Understand how your investors are trading and at what valuations.
Complete record of all dividend payments, rental income distributions, profit shares, and capital returns — by investor, by asset, by period. Reconciliation is instant because distribution records are on-chain.
All holdings across every asset on the platform displayed in a single view: token balances, current value, unrealized gains/losses, distribution history, and transaction timeline.
Complete, chronological record of every subscription, distribution, transfer, and secondary trade. Export as statements for tax preparation or personal record-keeping.
Generate verifiable ownership certificates for any holding on demand — backed by the blockchain record and suitable for legal, tax, or compliance purposes.
Track investment performance over time with return calculations, distribution yield, and comparison to initial investment. Available per asset and at the total portfolio level.
Generate comprehensive reports on demand covering investor registers, transaction histories, ownership changes, distribution records, and compliance events. Formatted for submission to regulators, external auditors, or internal governance committees.
Every action on the platform — ownership changes, investor verification decisions, corporate actions, secondary trades, distribution payments — is recorded on the blockchain with timestamps and participant details. This creates an audit trail that cannot be altered retroactively.
Export data in formats compatible with CMA, REGA, SAMA, and other regulatory body requirements. Compliance reports can be generated for specific time periods, specific assets, or specific investor segments.
Consolidated view of all investor verification records, document submissions, approval decisions, and ongoing monitoring flags. Available for review by compliance officers, regulators, or auditors with appropriate role-based access.
All data flows automatically from platform activity — no manual data entry or import required.
Access real-time dashboards for fundraising, investor pipeline, cap table, and secondary market activity.
Create on-demand reports for specific time periods, assets, or investor segments — formatted for internal use or regulatory submission.
Download reports in standard formats compatible with CMA, REGA, SAMA, and other regulatory body requirements.
Issuers who need real-time visibility into fundraising performance and investor activity without waiting for manual reconciliation.
Investors who expect the portfolio visibility and statement generation they receive from public market brokerage accounts.
Compliance officers who need audit-ready documentation and an immutable transaction record for regulatory reporting.
Fund managers who need NAV reporting, distribution tracking, and LP communication records consolidated in a single system.
The Reporting & Analytics module aggregates data from every other module on the platform: the Primary Market & Issuance module (for fundraising performance), the Investor Management Suite (for investor pipeline and cap table data), the Secondary Marketplace (for trading activity and liquidity metrics), the Asset Tokenization Engine (for token ownership records), and AI-Powered Intelligence (for support interaction analytics). It serves as the unified visibility layer across all platform operations.
See how Reporting & Analytics can transform your capital market operations. Schedule a personalized walkthrough with our team.