Optimize portfolio management for smarter decisions.

LP Portal

Enhance transparency and communication with Limited Partners through a secure, data-rich portal.

File Sharing

Easily share investment details with LPs through a dedicated portal. Control permissions to ensure access to relevant files while keeping confidential documents private for enhanced security and transparency.

Capital Calls & Distributions

Automate capital call calculations, track distributions, and generate notices. Streamline treasury operations with efficient fund management tools, reducing manual tasks and ensuring timely financial transactions for LPs.

Automated LP Reporting

Generate professional reports with one click. Customize insights through dynamic tearsheets and external reports, providing LPs with clear, actionable data for informed investment decisions and improved transparency.

Improved partner Satisfaction

Deliver a seamless LP experience with a modern, investor-friendly platform. Offer on-demand access to key investment data, enhancing transparency, engagement, and communication for stronger LP relationships and trust.

Manage Permissions and access

Control LP access by selecting specific file categories to share. Keep confidential documents private while ensuring LPs receive only relevant information, improving security, efficiency, and operational oversight.

Advanced analytics
On-Demand

Empower LPs with real-time portfolio insights, historical data, and investor tools. Gain clear visibility into company performance, enabling smarter decisions and proactive engagement.