PE Front Office | Investor Portal Software

PE Front Office Investor Portal module enables easy administration & management of all Investor reporting and communication.
Investor Portal can also be used as Virtual Data Room (VDR) for fund raising due diligence.

PE Front Office Investor Portal module is an investor reporting system that enables documents and reports to be shared in a secured environment (SSL) through a user-friendly web interface. Investor portal is 100% hosted solution and is available in the form of Software as a Service (SaaS).

Investor Portal is also a Virtual Data Room (VDR) for fund raising due diligence, wherein GP’s investor relations team can restrict access to documents with potential investors (read only non-downloadable formats).

Key Features

  • Provide 24x7 access to fund information, reducing calls from investors for current and historical information
  • Intuitive user interface that allows user to browse or search documents across funds
  • Ability to filter the Unread or Recent documents since last login or for last 7 or 30 days
  • Simple admin interface to manage funds, investors, users and folders
  • Single/Multi document upload with auto allocation of documents to respective investors based on file naming convention
  • Configure alerts to notify investors about new documents or updates
  • Complete audit trail (Document Upload/User Activity/Admin Activity)
  • Custom Branding for Investor Portal as per GP’s Logo, Color Scheme, Email Templates, etc.

Reports & Analytics

  • Fund Raising Pipeline
  • Fund Raising Analysis by Stage
  • Fund Raising Investor Summary
  • Travel Planning Report
  • Meeting and Activities Report