Investor Portal

Enhance Investor Trust via Secure Portal for Reporting & Communication

Elevate investor reporting & communication with a white-labelled investor portal ensuring efficient, compliant, and personalized investor experiences that drive trust and operational excellence. Provide LPs with a 360-degree view of performance metrics, reports, and documents. Fund managers can efficiently leverage the investor portal to streamline compliance & communication, set-up access rights, and resolve investor queries.

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Turn Fragmented Information Into Actionable Intelligence

Limited Partners View GP Admin Features

Comprehensive Investor Portal

A unified portal for investors with enhanced security features like two-factor authentication, 360-degree view of performance metrics, documents, communication, announcements, investor helpdesk and more. Access on page contextual help for the ease of navigation.

Centralized Repository

Secure centralized hub for all documents including investor notices, capital calls and reports for existing investors as well as fund raising. Utilize the simple and intuitive interface categorised into fund and investor level folders.

IP Centralised Repository Fund and Investor Level Documents | PE Front Office

Email Communication

Enable investors with a fund-level consolidated view of all historical communication. Stay on top of all email communications from GPs with indicators to highlight unread emails in your inbox.

Investor Onboarding

Onboard investors onto new funds. Investors can upload compliance documents such as KYC, FATCA, directly on the portal, and digitally sign with Docusign integration.

Real-time Analytics

Gain insights into fund status by analyzing key investor and fund level performance metrics in real-time such as Fund Performance Summary, Investor D/D Summary (tables), Fund Raising Funnel Analysis, JCurve Analysis, etc.

Self-Service Investor Help Desk

Empower investors with a powerful self-service help desk wherein investor can raise a support request and have an oversight of the status of all the requests raised.

White labelled Solution

IP White Labled Solution White Labelled Investor Portal | PE Front Office

White labelled Solution

Personalize the investor portal with your logo enabling you to maintain brand identity with our white labelled solution.

Setup Repository & Access Rights

Manage investor specific access via a centralized repository. Define folder and sub-folder structures at fund and investor level to securely upload documents and reports such as K-10s, D/D, and Quarterly reports. Additionally edit, track, and review specific access rights for external teams like auditors, consultants, etc. on excel sheets with bulk upload feature.

Investor Bulk Emails

Send personalized bulk emails with custom tags to investors using the in-built communication feature. Additionally, publish announcements related to funds and maintain a repository of all historic communication.

Manage Investor Helpdesk

Manage all the queries raised by investors via investor portal or offline (email & phone) in a timely manner. Additionally, have a consolidated view of all tickets related to each investor or fund.

IP Manage Help Desk Consolidated Investor Helpdesk View | PE Front Office

GP Level Reports

Leverage reports like Investor User Access Permission Report, Login Audits Logs Report, Document View Report to manage and understand investor engagement and activities.

Investor Portal

Enhance Investor Trust via Secure Portal for Reporting & Communication

Enhance Investor Trust via Secure Portal for Reporting & Communication