Private Equity audits, simplified

Simplify your Private Equity audits with electronic confirmations

Looking for an easier way to verify an investment company's investor positions? For decades, auditors have manually printed and mailed confirmation requests to investors, then waited weeks for a response. Eliminate these steps by sending electronic Portfolio Company confirmation requests with Thomson Reuters^® Confirmation.

Here's how it works

In just a few steps, you can upload a list of investors' email addresses into our secure online platform and send an electronic confirmation request to each person. They'll receive an email request to digitally confirm the number and value of shares they hold in each investment vehicle. Investors can respond to you in just a few minutes, no Confirmation account needed.

To keep your audits on track, if there is no response to the initial confirmation request, the Confirmation system automatically sends out up to 3 reminder emails requesting the investor respond. In addition, you’ll have the ability to send a manual reminder anytime, up to once per day.

Electronic confirmations can save you time and improve your confirmation response rate, leaving you more time for complex tasks.

By using Confirmation for every audit engagement, you'll:

Increase team efficiency and morale by eliminating manual and tedious tasks.
Protect your clients' data.
Make your clients look good by providing a modern experience their investors expect.

Ready to learn more?

Complete the form below, and one of our account managers will help you get started.

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