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Venture capital investor portal

Invest in a forward-thinking investor portal

Many venture capitalists suffer silently with fund and SPV administration, impacting their LPs' experience. We are here to change that.

Schedule a demo

Venture capital investor portal dashboard

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

Your partner in investment management

Professional, institutional-grade branding

Our contemporary platform will impress from the start. Your LPs will be sure to value our clean and intuitive investment portal.

Investing made simple

Imagine managing 70 LPs: that’s 70 signature links to send, 70 documents to countersign, and 70 wire transfers from investors, with attorney fees adding up. With Cash Flow Portal, LPs can sign and fund directly through the portal, while GPs can countersign and handle addendums — all on one singular platform.

Simple K1 distributions

Simply upload K1s and we will automatically match it to the LPs, like magic. The whole process takes less than 3 minutes.

Different tranches, same cap table

For funds with multiple tranches, we provide support for cap table management and waterfalls specific to each tranche.

Built-in investor updates

We offer a drag-and-drop email editor that lets you compose emails to your investors, including their beneficial owners (spouses, accountants, etc.). You no longer need to use a separate system for sending emails.

Support you can count on

Our customer support team, based in the US and Canada and composed of graduates from top universities, function as mini product managers. They possess extensive knowledge of our platform and can address any inquiries you may have via dedicated communication channels.

Compliance

If you need accreditation verification, KYC / AML, or cap table exports for Blue Sky filing, we have you covered.

Waterfall calculations

We provide the most extensive waterfall calculator in the world. Whether you need to capture asset management fees or handle preferred hurdles, everything is just a few clicks away.