The portal your capital partners deserve
Live holdings, IRR/TVPI/DPI metrics, tax-grade distribution reporting, and a watermarked data room — all on a portal you don't need a developer to ship.
Everything an LP asks for, before they ask
Performance
IRR / TVPI / DPI / RVPI / MoM. Money-weighted. SVG cashflow chart 24mo forward.
Cap table
Units per fund × share class. Pro-rata %. P/L unrealized. Distribution YTD.
Distributions
Gross / net / withholding breakdown. DRIP toggle. EFT preferences. Statement download.
Tax documents
T5 / T5008 / NR4 issued day 1 of new year. CRA-ready exports. Year-over-year comparison.
Data room
Folder browser. Per-investor watermarks. Audit log of every view, download, print.
Statements
Monthly + quarterly + annual. Portfolio summary, per-loan attribution, withholding summary.
Accreditation
60-day renewal reminder. In-portal accreditation form. Auto-locked when expired.
MFA-required
Two-factor required on every login. Step-up MFA on sensitive ops. Audit log per-investor.
Recent activity
See every view, download, login on your own account. Catch anomalies fast.
Stop emailing PDFs to your investors
The investor portal is the customer experience that wins capital partners — and keeps them.