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Mortgage360
For investors

Visibility into your private credit portfolio.

Holdings, distributions, performance metrics, statements, and tax documents — under one secure login with bank-grade MFA and watermarked document delivery.

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IRR + TVPI
Performance metrics
Money-weighted
T5 / T5008 / NR4
Tax docs generated
Year-end automated
AES-256
Document encryption
Watermarked views
Full
Audit log coverage
Every view tracked
What you see

Everything that matters, nothing that doesn't

Holdings

Cap table

Per-fund and per-share-class positions with units, NAV, market value, P/L, and pro-rata ownership.

Performance

IRR / TVPI / DPI

Money-weighted returns with realized vs. projected cashflow chart 24 months forward.

Cash

Distributions

Payment history with gross / net / withholding breakdown. DRIP toggle + EFT preferences.

Tax

Tax documents

T5s, T5008s, NR4s issued the moment the fund year closes. CRA-ready exports.

Documents

Data room

Offering memorandum, financials, fund reporting. Watermarked per-view, audit-logged.

Statements

Statements

Monthly + quarterly + annual statements with portfolio summary and per-loan attribution.

KYC

Accreditation

60-day renewal reminders. In-portal accreditation form. Auto-locked when expired.

Security

Bank-grade security

MFA required, every action audit-logged, document delivery watermarked and IP-tagged.

Transparency

Activity log

See every view, download, and login on your own account — by you or anyone authorized.

Performance

Money-weighted returns. Audit-grade reporting.

IRR, TVPI, DPI, RVPI, and MoM computed from your actual cashflow history — not approximated. Cashflow chart projects 24 months forward at the fund's expected yield so you can plan distributions and tax obligations.
Portfolio · YTD (sample view)
IRR
12.8%
TVPI
1.42×
DPI
0.62×
RVPI
0.80×
realized projected
Data room

Read confidential filings without leaks

Every offering memorandum, financial statement, and audit pack you receive carries a per-investor watermark. We log every view, download, and print — and revoke access the moment it should be revoked.
Sample fund · Series A Data Room
  • Offering Memorandum 2026 v2.pdfView
  • Q4 2025 audited financials.pdfView
  • Loan tape — Dec 2025.xlsxView
  • Risk + concentration analysis.pdfView
Watermarked: {{investorName}} viewed {{date}} — IP {{ip}}
Ready when you are

Invest with the clarity you deserve

Mortgage360's investor portal is now the standard private credit funds use to keep accredited investors informed, compliant, and confident.

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