The better way to manage your LPs
Streamline communication and reporting with your investors using a dedicated, purpose-built platform.
Modern, intuitive platform for forward-thinking fund managers. Designed for funds of all sizes.
Customizable Portfolio Dashboards
Display key reporting metrics on portfolio performance, providing investors with detailed insights and regular updates.
Secure Document Management
Securely store and share fund documents, controlling access based on user roles. Allow your investors to filter and access every report from one place.
Automate Workflows
Use automated workflows to manage tasks and send reminders to investors, enhancing efficiency and ensuring timely follow-ups.
Schedule and Track Meetings
Organize and track meetings with investors, storing meeting notes and follow-up actions for easy reference.
Track Investor Details
Maintain detailed records of investor information, including commitments, contributions, wiring instructions and engagement history. Facilitate instant reconciliation of capital calls for better relationship management.
Improve Communication
Enhance communication with investors through in-built chat and direct email integration, ensuring seamless and efficient interaction.
FAQs
Our platform is end-to-end encrypted whilst providing you with granular permission control over documents you share on the portal.