Documents
Manage everything your investors see in their portal.
Access
Invite LPs and their authorized users, in bulk from a pasted sheet, or one at a time. Investors are matched by name; new ones are created.
Bulk invite (paste a sheet)
Paste from Excel or CSV with columns for investor name, email, and (optionally) authorized-user emails. Include a header row. Investors are matched by name; new names are created. Nothing sends until you confirm the preview.
Invite one LP
Portal accounts
Everyone invited, whether they have activated, when they last signed in, and whether the invite email went out. Resend a lost invite; disable an LP who has left.
Authorized users
Onboarding
What each LP entity owes before, and after, admission: executed subscription documents, tax forms, KYC. LPs upload through their portal; you review here.
Required of every entity
Signing happens off platform. This is the record of what arrived: LPs upload executed copies through their portal, you review them here. Untick anything your fund does not collect.
Documents
Upload files for your LPs (fund financials, statements, …). Choose who sees each file: every LP in this fund, all investors in a specific investment vehicle, or hand-picked investors. They appear in the LP portal's Documents tab, grouped by category.
Messages1
Questions LPs sent from their portal, and your replies. Replies are emailed to the LP and their authorized users, and appear in their portal.