Investor Portal Checklist

Today’s investors have high standards when it comes to data, performance reports, investment updates and visibility into day-to-day fund operations. Fund managers, is your investor portal meeting all their requirements? 

Our investor portal checklist provides a comprehensive list of questions every general partner (GP) should ask when evaluating a reporting platform that will satisfy and exceed limited partners’ (LPs’) expectations. 

Download the checklist today to help evaluate and select the reporting platform that best fits your business needs.