Customer success stories in their own words

Investment firms work better when everyone is on the same page

New York-based firm with $1B in AUM uses Update Capital to streamline reporting, boost professional perception, and avoid errors.

AUM $1 Billion
7,000 Units
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A nationwide commercial real estate investment firm saves time and money with a scalable reporting solution capable of handling explosive investor growth.

AUM $200 Million
2.7M Sqft.
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Second-largest private ownership group in Phoenix, AZ uses Update Capital to delight investors and streamline communications.

AUM $2.3 Billion
13,000 Units
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Los Angeles based, broad-spectrum investment firm uses Update Capital to market upcoming opportunities to longstanding investors and new leads alike.

AUM $650 Million
70+ Investors
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A rapidly growing firm breaks into the retail alternative investment space while providing added value and service to core investors.

AUM $458 Million
100+ Investors
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With over 2,000 multi-family units, ILM worked with Update Capital to provide investors with on-demand information about their investments.

2,000 + Units
80+ Employees
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"It takes me minutes to update distributions and send notifications to our investors. I love the fact that our investors have 24/7 access to their financial information in a secure, user friendly system."


Austin Capital Advisors

Update Capital had a excellent user experience. The portal provided a clean, simple way for investors to access their needed data, statements and documents for multiple investments. That in combination with their competitive pricing put them over the top for us

Erik Loptson
Western Wealth Capital
$2.3 Billion AUM

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