Unify onboarding, data rooms and reporting in one place to give LPs a seamless experience across the full investment lifecycle.

hours saved per month
more deals sourced
faster contact to closure
Give your LPs a branded, self-service experience with access to portfolio performance, capital account history, documents, and fund updates, while making it easier for your team to manage capital calls, distributions, and periodic reporting.
Give investors a self-service investor portal to access fund updates, documents, capital account history, portfolio performance, and reporting, while helping your team reduce repetitive follow-ups and maintain a more structured investor communication workflow.
Maintain a single source of truth for every LP, including contact details, commitments, documents, communication history, performance and transaction history, so your team can manage LPs with greater clarity and control.
Manage capital calls, drawdown notices, distributions, and NAV updates in Taghash, while giving LPs a clear view of fund performance across key metrics, portfolio value, and capital activity.
TAGHASH ADVANTAGE
Simplify LP Relationship
Management
Track investor conversations, follow-ups, meetings, commitments, and relationship history, so your team can prioritize the right LPs and move fundraising conversations forward with clarity.

Complete LP onboarding through a guided digital flow that captures investor details, completes KYC and AML checks, collects documents, declarations, approvals, and keeps every record organized in one place.

See commitments, capital calls, performance metrics, allocation capacity, and relationship history for every LP, so your team can manage investor relations with the right context.

Manage capital calls, drawdown notices, distributions, NAV updates, and LP communications in one connected workspace.

Create a branded self-service portal where LPs can access the fund information, documents, and updates they need without repeated follow-ups.

Taghash MCP gives AI tools secure, governed access to the data already managed in Taghash, so your team can query data in natural language, generate desired outputs and move work forward with greater continuity and control.
For investor relations workflows, AI can work with investor records and related context through permissioned access. This helps your team prepare investor summaries, draft replies, support reporting workflows, respond to document and update requests and more without exposing data beyond approved access controls.
Learn more

Looking for a smarter way to manage LP workflows at scale?
Schedule a DemoStill have questions? Get connected to our support team.
Taghash is a leading software platform for private capital teams to manage the full fund lifecycle. From dealflow and relationship intelligence to portfolio management, fund operations, LP reporting and compliance work, Taghash brings critical workflows, documents, data and context into one connected operating layer.
Most teams can get started on Taghash within 5 days. Onboarding timelines depend on your fund structure, data migration needs, workflow complexity, integrations and customization requirements.
Yes. Taghash can be easily configured around your fund’s workflows, team structure and operating model. For more specific requirements, the Taghash team is also open to custom development where it fits the fund’s use case.
Yes. Migrating data to Taghash is usually straightforward. If your data is complex or spread across spreadsheets, CRMs or other legacy systems, our data support team works with you during onboarding to organize and migrate key records such as deals, contacts, portfolio companies, LPs, fund data, documents and workflow history.
Yes. Many Taghash customers are SEBI-registered AIFs. Taghash supports Category I and Category II AIF teams across the entire fund lifecycle.
Yes. Taghash supports role-based access controls, so your team can define who can view, edit, approve or manage specific data and workflows. Access can be configured across workspace, teams, funds, deals, portfolio companies, LP records, reports, etc. - helping each user work with the context they need while keeping sensitive information restricted.
Yes. Taghash is built to protect sensitive data. Taghash is SOC 2 compliant, supported by regular VAPT reviews and ongoing monitoring. It is also designed to help SEBI-regulated fund teams align with CSCRF security and governance requirements.
Taghash is typically introduced through a guided demo, tailored to your fund’s workflows and operating requirements. Trial access may be given depending on your use case. Email contact@taghash.io to learn more.
Yes. Taghash is primarily a software platform for private capital teams, with access to vetted service providers for legal, accounting and compliance-related workflows. These providers work alongside the platform, helping your team reduce back and forth while keeping service-led workflows, documents and context connected within Taghash.
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