Investor Portal
Capital calls, reminders, documents, and LP self-service — the LP-facing side of the platform.
Investor Portal is the LP-facing surface: issue capital calls, schedule reminder ladders, share documents, and give LPs scoped self-service access to what concerns them.
Who it's for
VC and fund-admin teams running investor operations — and the LPs they serve (through scoped access).
Surfaces
| Surface | What it does |
|---|---|
| Investor Portal | Capital calls, reminders, shared documents, and LP self-service. |
Workflows
Schedule capital-call reminders
Create a reminder ladder for a capital call so LPs get timely, escalating nudges without manual chasing.
- Open Investor Portal and choose Schedule reminders.
- Configure the reminder ladder for the capital call.
- Review and activate.
Agents & MCP
Reminder ladders run as agent runs. Investor Portal connects to LP CRM (relationships) and the Investors legal records. LPs only ever see what's explicitly shared with them.
Reminder ladders consume credits.