LP Portal • Institutional LP Experience

Institutional LP experience, benchmarked

Dashboard drilldowns, onboarding, documents, collaboration, and reporting center — validated against Juniper Square, Allvue, and Carta portal standards.

Request Pilot All Modules

Capabilities

LP portal features

Dashboard drilldowns

Fund summary, capital activity, NAV evolution, distributions timeline. Real-time at a glance.

Onboarding workflow

KYC collection, document upload, e-signature integration. Guided step-by-step flow.

Document center

Secure access, access logs, retention policies. LP-specific document visibility.

Collaboration

Messaging, task tracking, notifications. LP-GP communication with audit trail.

Reporting center

On-demand report generation. Format and period selection. Celery-backed async generation.

Profile and preferences

LP profile management, notification preferences, contact details.

Workflow

LP portal flow

1 Access LP logs in; fund entitlements enforced

2 Dashboard Fund summary, capital calls, distributions, NAV

3 Onboarding / documents KYC, document upload, e-sign. Document center access

4 Reports & collaboration On-demand reports; messaging and tasks

Controls

Institutional safeguards

LP_READONLY and VIEWER portal profiles Fund entitlements enforced (Chinese walls) Separate authenticated shell from staff app Rate limiting per-IP and per-user

Proof

Evidence and parity

50 portal endpoints

Portal-specific API: dashboard, onboarding, collaboration, reporting, documents. Full coverage.

Benchmark closure

Validated against Juniper Square, Allvue, and Carta portal standards. Gap closure log.

12 portal feature modules

Dashboard, capital calls, distributions, NAV, documents, reports, onboarding, profile, collaboration.

See the LP portal in action

Schedule a guided demo: dashboard drilldowns, onboarding workflow, document center, collaboration, and reporting center with benchmark evidence.

Request Pilot