Unparalleled LP experience
We believe that the happier the LPs are, the more likely they are to invest with you again in the future.
$831MM AUM
$370MM AUM
$450MM AUM
$1.4B AUM
$311MM AUM
$550MM AUM
$650MM AUM
$700MM AUM
$831MM AUM
$370MM AUM
$450MM AUM
$1.4B AUM
$311MM AUM
$550MM AUM
$650MM AUM
$700MM AUM
Your partner in investment management
Track information in real-time
LPs can access real-time investment details, including committed amount, funded amount, current valuation, accrued returns, and distributed amount.
Slice and dice
LPs can invest in a deal using multiple profiles; they can view investments either on a per-deal basis or per-investment profile basis.
Only one login
A single login allows LPs to view different deals with various sponsors, but when they are on your investor portal, they only see your deals.
Track K1 documents
We've created a dedicated tax center to make it easy for LPs to securely access their K1 documents.
Self-serve information management
LPs can update their sensitive information themselves, without needing to contact you.
Built-in security
In addition to our data being encrypted, we are SOC 2 compliant and utilize two-factor authentication, ensuring the safety of your LPs' data.
SREO
Create a Schedule of Real Estate Owned with just one click.
Generate transaction summaries
Produce professional, institutional-grade reports that LPs can share with their CPAs, investment advisors, and more.
Sharing investments with co-investors and family
LPs can easily share access for their advisors and loved ones to track investments, with the option to include them in monthly updates.
Trusted and recognized
Seattle, WA
Support
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