Platform

Investor relations

The LP relationship, the raise, and what that investor can open.

• Portal

  An invited person signs in with a code sent to their email. They only see the requests, materials, comments, and datarooms granted to that email.

• Investor Relations

  Who your investors are, where the raise stands, and what they can open.

• Communications

  Lists and mailings for the firm. Not the notices that go out to LPs.

• Workspace

  What is on your desk: tasks, mail, notes, and meetings.

• Reporting

  Charts and packs built from the records you already keep.