Investors
Legal investor entities, funds, and capital distributions — the system of record.
Investors is the system of record for legal investor entities, the funds they invest in, and capital distributions. Where LP CRM tracks the relationship, Investors holds the legal and capital records.
Who it's for
VC, private-credit, and fund-admin teams maintaining investor and fund records.
Surfaces
| Surface | What it does |
|---|---|
| Investors | Legal investor entities and their records. |
| Funds | The funds investors are committed to. |
| Distributions | Capital distributions to investors. |
Workflows
Record a distribution
- Open Distributions.
- Record the distribution against the fund and its investors.
- Reconcile against CFO Center (the waterfall) and surface it in the Investor Portal.
Integrations
Investors ties together LP CRM (relationships), the Investor Portal (LP-facing access), and CFO Center (fund accounting).