Offer a secure online platform where LPs can access their portfolio data, documents, and reports.
Real-time Investment Insights
Provide LPs with up-to-the-minute performance metrics, fund summaries, and asset allocations.
Transparent Reporting
Deliver detailed performance reports, financial statements, and compliance documents in an easy-to-understand format. Do capital calls, send drawdowns notices and monthly reports to your LP base.
Streamline data processing
Provide access to your fund's financial team/back office staff to upload quarterly data, completely in a DIY manner, or use our data management services at a nominal fee.
Capital Commitment Tracker
Enable LPs to monitor and manage their capital commitments effortlessly.
Document Upload
Allow LPs to securely upload required documents or information, streamlining compliance and reporting.
Streamline communication
Facilitate secure communication between fund managers and LPs within the platform.
