What your investors actually get.
Your investors are usually busy people doing this in the margins of another job. The portal is built so that signing in answers one question immediately: is there anything I need to do. Everything else, documents, statements, wire details, is where they would expect to find it.
One sign-in, no attachments.
An investor signs in with a link sent to their email, a passkey, or a password with a second factor, whichever your policy allows. There is no separate account for the data room and no second login for signing.
Once inside, outstanding items are listed first. Documents to sign, forms to complete and verifications to finish are shown as a sequence with an obvious next step, and everything already done stays available to them.
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Everything outstanding, firstThe portal opens on what needs their attention, so nothing depends on an email being noticed.
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Their documents, permanentlyExecuted agreements, statements and reports stay available to the investor, so last year's document does not require emailing the fund.
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Access for their advisersAn investor can bring in a colleague, lawyer or accountant with their own sign-in, rather than sharing their credentials.
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Works on a phoneReading, signing and verifying work on the device they actually have with them.
What this replaces.
The email thread
No hunting through months of correspondence for the current version of a document.
The third-party redirect
No bouncing to a signing vendor with unfamiliar branding in the middle of subscribing.
The follow-up call
An investor can see their own status instead of asking the fund where things stand.
Investor questions.
How do investors sign in?
With a link sent to their email address, a passkey, or a password with a second factor, depending on the policy you set for your portal.
Can an investor give access to their lawyer or accountant?
Yes. An investor can add collaborators who get their own sign-in and their own access, which is safer than sharing a password.
Do investors pay anything?
No. The portal is licensed by the fund. Investors simply sign in.
Give them something worth signing in to.
The investor experience is the product of the branding, the packages and the access model together.