# The investor experience - LP Port

> What an investor actually gets: one sign-in, a clear list of what is outstanding, their documents and statements, wire instructions when they are accepted, and access for their advisers.

URL: https://lpport.com/features/investor-experience
Last modified: 2026-08-08

Product / The investor experience

For your investors



# 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.


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Your brand












## 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, first
The portal opens on what needs their attention, so nothing depends on an email being noticed.



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Their documents, permanently
Executed 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 advisers
An 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 phone
Reading, signing and verifying work on the device they actually have with them.










The alternative



## 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.










Questions



## 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.


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