A branded home for every LP.
Give investors one place to see their capital account, positions, distributions, return metrics, reports, K-1s, and documents. Everything pulls from the same records your team manages, under your firm's brand.
Contributed capital and distributions reflect actual cash. Estimated value is your share of the latest reported valuation — an estimate, not a realized figure.
Unreturned capital is what you still have invested — it comes back at a refinance or sale. Income like preferred return is a return on your capital, not of it.
The answers LPs look for, already in the portal.
Capital account
Contributed capital, distributions received, current capital account, and net IRR, kept current from the records your team manages.
Their positions
Each active investment, ownership percentage, funded amount, and status, so every LP can see their relationship with your firm at a glance.
Distribution history
Every payout received, with timing, amount, and context, posted automatically as distribution runs go out.
Documents on demand
K-1s, quarterly statements, investor reports, and deal documents available without forwarding attachments.
Secure and scoped
Each investor sees only their own positions, documents, and records, with access scoped by LP.
Under your brand
Investors experience your firm's portal, not a generic third-party login.
Live from the waterfall, not re-entered.
The portal is not a separate database your team has to maintain. Distributions, capital accounts, return metrics, and investor documents update from the same records your team already uses, so what each LP sees is tied to the actual deal activity.
- Distributions post from the waterfall
- Capital accounts stay in sync
- One source of truth for your team and your LPs
Give your LPs a home worth logging into.
Their positions, capital accounts, distributions, reports, K-1s, and documents, all under your firm's brand.