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Investor Portal

Investor Portal

Investor Portal

PE Front Office investor portal software is a centralized platform for all investor communications and reporting. Our investor portal solution meets all the requirements of an ideal investor reporting software by offering powerful communication and reporting tools along with a feature-rich email client to send periodic investor-specific communication.

Our investor portal for private equity, venture capital, private credit/debt funds, and other alternative investment management firms also serves as a repository with robust access control for all investor documents.

We also offer a white-labelled solution to suit your requirements.

Investor Portal

Quick and Easy Investor Communication

Use the powerful mail merge tool for email communication with investors. Choose recipients and preview mails before dispatch and track the entire communication history for each investor.

Flexible Investor Reporting Setup

Use the centralised repository with a configurable folder structure to address all investor reporting requirements. Search, upload, and store investor-specific reports. The extensive access control mechanism facilitates secure investor access.

Centralised Repository for all Investor Documents

Use the central repository for investors to access all the documents, whether funds or investor-specific. Auto-allocate documents to multiple investors and also set up global access documents made available to all the investors.

Investor Onboarding & KYC

Seamlessly enable investors to submit documents such as subscription form and KYC.

Digital signatures via DocuSign

Digitally sign documents or request signatures on documents from the investors by using our DocuSign Integration

Analytics & Reports

Generate comprehensive reports, such as User Activity Log, Fund Document List, and Document View Report.

Our Solutions


Productivity Multipliers