LP Dashboard Features
Fund Sponsors -
Private Equity | Venture Capital | Hedge Funds
Use your website to distribute all of your Limited Partner documents
Each platform is completely branded to your firm providing a seamless experience for investors
Provide centralized access in a secure environment
Add and manage limited partner accounts
Distribute documents to the web in seconds
Publish and organize partner documents in their own personalized folders:
- Partnership Agreements
- Capital account statements
- K-1 Filings
- miscellaneous
Publish and manage fund documents for all investors in the fund:
- Annual Reports
- Quarterly Reports
- News and press releases
Add or customize folders for your funds and limited partners
Create multiple unique logins for each partner
* Track partner’s use and access to their documents
Broadcast private fund news and announcements; including liquidity events and investor meeting minutes
Works with any back-office reporting system - publish documents in any format (Word, Excel, PDF, PPT, etc.)
Limited Partners
Around-the-clock access to account information and fund news from anywhere in the world
Reduced administrative costs saves investors money
Save time managing account information
Access all statements and fund information from a centralized location
Receive account information immediately when it is ready
Securely access account and fund info from any computer with an internet connection
Access to Excel data allows LPs to manipulate and customize their own reports
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Reduce Administrative Costs
Eliminate distribution turn-around
Spend more time managing your funds, less time on account administration
Simplify administration
Create a competitive advantage
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