Investor Portal
Give your investors the clarity and confidence they expect.
The Investor Portal gives each LP a secure, read-only view of their own investment: their quarterly capital account, notices and documents, the loans behind the fund and the details you hold for them, all drawn from the same figures your team has signed off.
For your limited partners, and the IR team that serves them
Key capabilities
My investment
Commitment, paid in, distributed, unfunded, NAV, net IRR, TVPI and DPI for each of the investor’s accounts, presented clearly and taken directly from their latest statement.
Capital account
The ILPA capital account statement for any published quarter, ready to read on screen or download as a PDF.
Notices and documents
Capital calls, distributions, statements, quarterly reports, the LPA and tax documents, each marked as new until it has been opened, so your team always knows who has seen what.
Portfolio and performance
Investors can look through to the loans behind the fund, their covenant health and valuations, with plain-English explanations of IRR, ECL, IFRS 9 stages and headroom.
My details
Investors keep their own contacts up to date, upload KYC documents straight to the secure store and request changes to their bank details, which only take effect after a call-back and a second person’s check.
Controls built in
- Investors only ever see the funds they are invested in, enforced on the server
- Investors cannot change anything beyond their own details
- Emails carry secure links rather than attachments
Walkthrough
The investor portal
Step into your investors’ shoes and see what they see when they sign in: their investment, quarterly capital account, notices and documents, and the loans behind the fund, with plain-English explanations of every technical term.
See how DebtLab would work for your fund
Book a live walkthrough of our demo fund, tailored to the way your team runs deals, operations and investor reporting today, and bring your toughest questions with you.