Everything an investor portal has to do.
LP Port is one product covering the whole investor lifecycle, from the first conversation to the reporting that continues for years after the close. Each part below works with the others, on the same records, under the same access rules.
Subscription packages
Assemble the exact sequence an investor completes to subscribe, and track every step to completion.
Read moreE-signatures
Signing happens inside your portal, with a sealed evidence record for every signature.
Read moreIdentity & screening
Verify who an investor is, and screen them, without leaving the subscription flow.
Read moreData rooms
Share diligence material with the right audience and see exactly who opened what.
Read moreDocument management
Fund-wide and per-investor documents, with access rules and a full access record.
Read moreWire instructions
Release banking details only to accepted investors, with anti-fraud verification built in.
Read moreInvestor CRM
Contacts, prospects and investors on one record, with real status rather than notes.
Read moreInvestor updates
Send updates from your own domain and see engagement on the investor record.
Read moreYour brand
Your name, colour, logo, domain and vocabulary. Investors never see ours.
Read moreInvestment pages
Compose the page investors see for each investment, from structured content blocks.
Read moreRoles and permissions
Separate permissions for CRM, investments, data rooms, notes, exports and admins.
Read moreAudit trail
Who did what, when, across sign-ins, documents, signatures and admin actions.
Read moreThe investor experience
One sign-in, a clear list of what is outstanding, and every document in one place.
Read moreSee it against your raise.
The same product, applied to the kind of vehicle you actually run.