Investor/LP Portal

 

Access granted. Securely. Effortlessly.

 

With our Investor/LP Portal, your investors will securely access fund correspondence, K-1s, and quarterly reports created and posted by the Fund Administration application. That means, all this transparency requires very little effort on your end.

Relevant Investor/LP Portal Relevant EquityWorks Platform
Investor/LP Portal on its own Within the Relevant EquityWorks platform

 

Features:

  • Share documents with prospective LPs
  • Post call & distribution letters
  • Assemble quarterly reports

 

The Investor/LP Portal can also sit within the more robust Relevant EquityWorks platforms, which drive efficiency and scalability throughout your firm.

 

Ready to learn more? Let us show you how.