Investor transparency with institutional UX discipline.
LPs access commitments, capital calls, distributions, documents, onboarding, and reporting in one coherent portal — benchmarked against Juniper Square, Allvue, and Carta.
What LPs experience
Portfolio visibility
Clear view on commitments, unfunded amounts, called capital, distributions, and NAV evolution across funds. Dashboard with drilldown views.
Structured onboarding
Multi-step onboarding with KYC document collection, e-signature integration, and progress tracking. No manual back-and-forth.
Self-service documents
LP reports, capital call notices, distribution notices, tax documents, and regulatory filings accessible on demand with secure download.
Contextual collaboration
Threaded conversations with GP teams, document review workflows, and acknowledgment tracking. All interactions logged and auditable.
See the LP portal in action
Schedule a walkthrough of the investor portal: dashboard, onboarding, documents, collaboration, and reporting center.