SS&C Intralinks for Portfolio Company Reporting

This document is a guide that outlines how SS&C Intralinks can assist private equity firms in managing and organizing portfolio company information. It describes the challenges associated with handling extensive documentation, such as board communications, KPIs, and audit information, particularly when relying on unstructured methods like email or local storage. The guide presents Intralinks as a solution that provides a single, structured repository for secure access to all documentation throughout the investment period. It details features such as version control, permissioning capabilities, and real-time access to files, which enhance communication with external partners and improve internal management of sensitive information. The document emphasizes the platform's high level of security, compliance, and auditability, supported by a strong customer service model and mobile access options, ensuring that private equity firms can efficiently manage their portfolio data.