Your LPs don’t want to dig through email for a K-1. Your board members don’t want to wait until the quarterly meeting to see how the fund is performing. And you definitely don’t want to spend your week fielding “just checking in” calls.
An investor portal gives investors, limited partners, and board members a secure, real-time window into performance, documents, and capital activity. It replaces the quarterly PDF email with an interactive experience that builds confidence and cuts admin overhead.
What Investors Need
Performance reporting
Fund performance, NAV updates, IRR calculations, benchmark comparisons, and portfolio company summaries. Investors want to see how their money is performing without waiting for quarterly reports.
Documents
K-1 tax forms, financial statements, subscription agreements, capital call notices, distribution notices, and compliance documents. Each investor needs access to their specific documents.
Capital account information
Current balances, contributions, distributions, and remaining commitments. Self-service access reduces “what’s my balance?” inquiries.
Communication
Fund updates, market commentary, and portfolio company news. A portal provides a more professional and secure channel than email newsletters.
Key Features
- Performance dashboards — Fund-level and investor-level performance with visualizations
- Document vault — Secure storage organized by fund, period, and document type
- Capital account statements — Investor-specific financial data
- Capital call and distribution notices — Automated notifications with detail
- Tax document access — K-1s, 1099s, and other tax-related documents
- Secure messaging — Direct communication channel
- Subscription management — Digital subscription documents and commitment tracking
- Multi-fund access — Investors with multiple fund investments see them in one portal
Investor Portal Software
- Juniper Square — Investment management platform with an investor portal for real estate and private equity.
- InvestNext — Real estate investment management with investor portal.
- Carta — Cap table and fund management with investor dashboards.
- Allvue — Alternative investment management with investor reporting and portals.
- Dynamo Software — Investment management CRM with investor portal capabilities.
Compliance Considerations
Investor portals must address regulatory requirements:
- SEC reporting — Proper handling and delivery of required disclosures
- Accredited investor verification — Gating access based on investor qualification
- Audit trails — Records of document access and communication
- Data security — Encryption, access controls, and SSO for enterprise LPs