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

How is my data secured?
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Our platform is end-to-end encrypted whilst providing you with granular permission control over documents you share on the portal.