INVESTOR PORTAL PRO Help Center
Everything you can do in INVESTOR PORTAL PRO — the investor portal, fund administration and syndicated deals platform from INVESTOR PORTAL PRO. 134 guides, written for fund teams and their investors.
Frequently asked questionsTry the free demo
Basics
Getting startedDocent — the built-in assistantFavorites & RecentsAppearance — Graphite, palettes, light & darkUser PreferencesGetting aroundInfo tooltipsEditing any tableSigning in and outChanging your email or phoneWhat’s newAdmin view vs Investor viewOverview, Data & Visualization tabsCommand palette & keyboard shortcutsSharing views & permalinks
For admins
The CRMReport LibraryIntegrations HubShared data — one source for everythingFunds & fund operationsContacts — the investor CRMMoney Queue & dual-key releaseControls & AuditIndex Lab — projection & risk comparatorDemo analytics (hidden)Editing this manual
Workspace
Firm overviewImport dataFilesTeam & investorsUsage & billingEvery screen: records and workflowsAudit trail
Deals
Browse dealsInvesting in a dealMy dealsInvestor profileRaising capitalManaging a dealGetting paid: wires, refunds and payoutsInvestment preferences and deal alertsAsk about a deal (AI analyst)Portfolio intelligenceConnections: accreditation verification
Fund administration
FundsAccountsTransactionsPending TransactionsMoney QueueManage MoneyPortfolio CompaniesFirm Profile — Fund PerformanceDocument ProfileDocument ManagementStatementsReportsWeekly DigestDemo AnalyticsControls & AuditInvestor onboardingWaterfall calculatorILPA reportsAI document intakeData roomsData room filesData room accessData room activityAccounting exportCustom domainExchange ratesBenchmarksSecondary transfersBank detail changesAPI & webhooksWebhooksPartner marketplace
Communications
Contacts & IR
Settings
App Settings — General SettingsTab ManagementPermission ManagerFirm Profile — Privacy & TermsMy Profile
Market content
Investment operations
Investment Operations — RiskInvestment Operations — PerformanceInvestment Operations — Trade Order ManagementInvestment Operations — Reconciliation
Tax center
Tax Center — DashboardTax Center — K-1 ManagementTax Center — Document CollectionTax Center — Withholding & 1042Tax Center — State & CompositeTax Center — Specialty ItemsTax Center — Calendar
Compliance
Compliance — DashboardCompliance — AML / KYC / OFACCompliance — Regulatory FilingsCompliance — Periodic Reviews & TestingCompliance — Code of EthicsCompliance — Policies & Attestations
Investor portal
DashboardMy InvestmentsTransactionsAccountsCapital Account StatementsQuarterly ReportsTax Documents (K-1)DocumentsMessagesAccreditation & KYCTax CenterTax Center — My DocumentsTax Center — Forms & CertificationsTax Center — State InfoTax Center — Estimates & PlanningNotification PreferencesMy subscriptionsData roomsTransfer my interestChange my bank details
For investors