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.
Assemble the exact sequence an investor completes to subscribe, and track every step to completion.
Read moreSigning happens inside your portal, with a sealed evidence record for every signature.
Read moreVerify who an investor is, and screen them, without leaving the subscription flow.
Read moreShare diligence material with the right audience and see exactly who opened what.
Read moreFund-wide and per-investor documents, with access rules and a full access record.
Read moreRelease banking details only to accepted investors, with anti-fraud verification built in.
Read moreContacts, prospects and investors on one record, with real status rather than notes.
Read moreSend updates from your own domain and see engagement on the investor record.
Read moreYour name, colour, logo, domain and vocabulary. Investors never see ours.
Read moreCompose the page investors see for each investment, from structured content blocks.
Read moreSeparate permissions for CRM, investments, data rooms, notes, exports and admins.
Read moreWho did what, when, across sign-ins, documents, signatures and admin actions.
Read moreOne sign-in, a clear list of what is outstanding, and every document in one place.
Read moreThe same product, applied to the kind of vehicle you actually run.