Excel Investment Fund Management Company

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The complexity of investor meetings

Excel is an investment fund management company in the Dominican Republic, specializing in the management of real estate funds. Each year, it holds the ordinary meetings of three of its funds, essential gatherings for decision-making and for fulfilling regulatory obligations. These meetings bring together a registry composed of both individuals and legal entities, totaling over 600 investors. The main challenge lies in ensuring that a quorum is properly established from the outset, as the absence of a quorum would force the meeting to be postponed for several weeks, with the associated operational and organizational impact.

Our client

Control and smooth workflow required

As is the case in many entities in the financial sector, Excel’s meetings must be conducted with a high level of security, legitimacy, and control. Kuorum provided its platform to automate the access control of online attendees. This feature allows platform administrators to know in real time the number of shares present in the videoconference room, facilitating a smooth start to the event and preventing interruptions during the meeting. This is especially useful when the investor registry is composed of both individuals and legal entities, with various proxies and representations. Ultimately, the investors’ experience is seamless and uninterrupted, regardless of their age or digital skills.

We were able to manage both individual and corporate entities with various proxies and representations.

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The importance of automatic quorum control

Previously, Excel had used solutions that did not provide immediate visibility of the quorum or voting results, creating uncertainty and unnecessarily prolonging the sessions. Thanks to Kuorum, the quorum of virtual attendees is calculated automatically in real time, taking into account both each investor’s participation shares and any formalized voting delegations. Voting results are displayed instantly, even as votes are cast, and it is possible to set maximum time limits per question. All of this has significantly reduced the duration of the meetings, providing greater transparency and security to the process.

An investment aligned with real needs

Excel’s experience demonstrates that the choice of an electronic voting platform should be based on the product’s ability to address specific business challenges. Features such as flexible delegation management or permissions linked to meeting attendance provide tangible value from the very first moment. If you are interested, contact us without obligation.

Real-Time Tally

Enhanced Security

Customizable

From any device

"The platform is simple and intuitive. The support from the Kuorum team is excellent."

Alan Pelletier

Management team