Investor Portal Checklist

Key questions GPs should ask when selecting the right investor reporting portal.

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.   

Get your checklist