Image by Nicholas Cappello

PE Investor Portal

For our private equity clients, we designed a software solely made to centralise the operations of a fund and the performance of its investors.

Investor portal

Each LP has access to a dedicated portal where they can track their own investment performance. Control what is shown to the investors, from specific KPIs to portfolio companies, and notify them of any alerts such as missing documents.

LP Monitoring & Communication

LPs are onboarded and managed all on a single interface, including their personal information, their subscription and investment situation. Documentation can be stored individually and communication can be sent out on an ad-hoc basis, including the sending of regulatory reporting.

Capital Calls

Capital calls are communicated and monitored directly on our software. From there it is possible to track the pending status and make reconciliations directly on the interface. Investment data is then updated automatically for each LP.