Funder Management
Our special software makes it easy for community energy groups to manage their funders
Over the years we've worked hard to develop just the right software to manage shareholders and bondholders in community benefit societies, co-ops or similar organisations.
We now offer this web-based service to manage investors as a software-only service, or a fully outsourced service.
Below are the main components we offer...
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Below are the main components we offer...
Funder register and administration system
Over the years we've developed a powerful web-based investor management system. This enables us to manage the Solar for Schools CBS bondholders.
We now offer this platform to other community energy groups who are discovering that spreadsheets are only OK for a while.
From automatically generating and sending certificates and tax statements, to making interest payments each year, the system saves weeks of work and offers far better security than keeping records in spreadsheets.
Funder portal
Your funders can log in to the portal to download offer documents, certificates and tax statement, update their records or change their payment preferences. This saves them and you time.
Our experience shows that, on average, you get one update every two years per investor. With 500 investors at 5-10 minutes per update, the changes can easily add up to a solid but dull week's work. The funder portal answers this problem.
AGM performance reports
Every community energy group or Community Benefit Society needs to hold an AGM each year. Using data from our Asset Management services we can provide you with highly-visual powerpoint slides and graphs showing total energy generated, CO2 saved and revenue vs. forecasts for the year across your entire portfolio. You can then easily incorporate them into your presentation and annual report.
Address
Falcon House 3 King Street Castle Hedingham, Halstead Essex CO9 3ER United Kingdom
- +44 (0)1376 428984
- info@solarforschools.co.uk
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