Replaces emailing PDFs back and forth
Your LPs shouldn't have to email you every time they need a capital account statement, last quarter's report, or their K-1. Give them a branded self-service portal where everything they need is one login away — and save yourself hundreds of hours answering the same requests.
Start your free trialIt's tax season and every LP needs their K-1. Your anchor LP's accountant wants the document resent — the original went to spam. A family office doing their annual review needs the last four quarterly reports. An LP's compliance team needs a copy of the PPM and subscription agreement. Each request takes 10 minutes to find, attach, and reply. Multiply that by 25 LPs and it's a full week of administrative work.
Meanwhile, your most sophisticated LPs — the ones who've invested with Sequoia and Andreessen — expect a self-service portal where they can log in and access everything instantly. The gap between their expectations and your Gmail-and-Dropbox reality erodes confidence.
Archstone's investor dashboard gives each LP secure access to their own portal. They see their capital account, performance metrics, quarterly reports, tax documents, and fund communications — all in one branded interface. They get what they need instantly, you stop playing email concierge, and your fund looks like it has a full back-office team.
LPs log in and instantly access every document relevant to them — quarterly reports, capital call notices, distribution statements, the PPM, LPA, and side letters. Each LP only sees their own documents. No more emailing attachments or managing shared Dropbox folders with manual permissions.
LPs see fund-level performance metrics updated in real-time: TVPI, DPI, RVPI, net IRR, and gross IRR. They can view the portfolio summary with company names, sectors, investment amounts, and current valuations. No more waiting until the quarterly report to know how the fund is performing.
Each LP has a detailed capital account view showing their commitment, capital called to date, distributions received, remaining unfunded commitment, and net asset value. The statement updates automatically after every capital call and distribution — always current, always accurate.
Upload K-1s and each LP's document appears in their portal automatically. Send a notification when K-1s are available, and LPs download them on their own schedule. No more emailing sensitive tax documents individually or fielding "where's my K-1?" requests every March.
Customize the portal with your fund's logo, colors, and domain. LPs see your brand — not ours — when they log in. The experience feels like a natural extension of your fund, building the kind of institutional credibility that helps close Fund II commitments from the same investors.
LPs access the portal from any device — laptop, tablet, or phone. Review fund performance during a board meeting, download a K-1 from the airport, or check a capital call amount from the golf course. The interface adapts seamlessly to every screen size without losing functionality.
When a prospective LP is doing due diligence on your fund, give them portal access to review the PPM, track record, team bios, and reference materials. They explore on their own timeline, and you see exactly which documents they reviewed — giving you insight into their priorities before the next meeting.
Upload K-1s to the portal, send one notification to all LPs, and let them download at their convenience. When an LP's CPA calls asking for a re-send, point them to the portal. You eliminate the annual two-week sprint of individual K-1 emails and follow-up requests.
Sophisticated LPs don't want to wait 90 days for a performance update. With the investor dashboard, they can check fund metrics anytime. This transparency builds trust and reduces the "how are things going?" emails that eat into your deal time. Informed LPs are happy LPs.
Each LP receives a secure login via email invitation. They set a password and can log in anytime from any device. You control which LPs have access and can revoke it instantly. LPs only see their own data — they cannot view other investors' information, commitment amounts, or documents.
Yes. The portal uses bank-grade encryption (AES-256 at rest, TLS 1.3 in transit), secure authentication with optional two-factor, and row-level security ensuring each LP only sees their own data. All access is logged for audit purposes. This exceeds the security of emailing PDFs or sharing Dropbox links.
Yes. Control document visibility per LP or LP group. Show portfolio company names to some LPs while anonymizing them for others. Display different levels of performance detail based on LP type. If your LPA requires different reporting for different investor classes, the portal handles it.
Yes. The investor dashboard is fully responsive and works on any device — phone, tablet, or desktop. LPs can review performance, download documents, and check their capital account from anywhere. No app download required — it's a web-based portal that works in any browser.
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