Investor Portal v9.5

An immersive experience that LPs deserve.

Enhance investor relationships with unprecedented communication and transparency.

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Post Documents to Investor Portal

Post Documents to Investor Portal

  • Reach across the platform to create fund communications and quarterly reports.

Present Summary of Investments

Present a Summary of Investments

  • Display performance across the relationship.
  • Drill-down by investor entity, fund, or direct investment.
  • Provide quicklinks to the latest documents.

Tell your Story About Every Deal

Tell Your About Every Deal

  • Enable tabs for an overview, individual, and fund returns, including:
    • Breakouts of the portfolio
  • Reuse storytelling content from the Capital Raising Portal.

Provide Document and Tax Centers

Provide Document and Tax Centers

  • Retrieve notifications, quarterlies, and tax documents.

Let Investors Update their Details

Let Investors Update their Details

  • Accept edits and route for verification and approval.

Support Mobile Users

Support Mobile Users

  • Provide the same immersive experience on the go.

Register now to see for yourself!

 

 

 

Event Details

Webinar | Tuesday, May 21, 2pm EST, 11am PST

Investor Portal v10

  • View investment performance.
  • Drill down by investor entity, fund, or direct investment like never before.
  • Access the latest documents.

Register Here