Plain-language guides to every screen of the INVESTOR PORTAL PRO investor portal. https://investorportalpro.com/help/ 2026-11-12T00:00:00Z INVESTOR PORTAL PROhttps://investorportalpro.com/ https://investorportalpro.com/favicon-32x32.png https://investorportalpro.com/img/ipp-logo-512.png https://investorportalpro.com/help/faq.html 2026-11-12T00:00:00Z

Answers to 134 common questions about INVESTOR PORTAL PRO investor portal, fund administration, capital calls, distributions, statements, K-1s and syndicated deals.

https://investorportalpro.com/help/your-dashboard.html 2026-10-14T00:00:00Z

The dashboard shows your account value, contributions and distributions, allocation, and an interactive portfolio projection.

https://investorportalpro.com/help/what-s-new.html 2026-10-14T00:00:00Z

v2.8 — every screen on its own records with its own workflow; capital calls, distributions, statements, K-1s, tax forms, two-person approvals.

https://investorportalpro.com/help/weekly-digest.html 2026-10-14T00:00:00Z

Weekly Digest keeps your firm’s scheduled report records. What’s recorded: Name, Frequency, Recipients (emails), What it includes, Last sent.

https://investorportalpro.com/help/webhooks.html 2026-10-14T00:00:00Z

Webhooks keeps your firm’s webhook records. What’s recorded: Endpoint URL (https), Events (e.g. capital_calls, distributions, or * for all), Notes.

https://investorportalpro.com/help/waterfall-calculator.html 2026-10-14T00:00:00Z

Waterfall calculator keeps your firm’s waterfall records. What’s recorded: Fund, Model, Total contributed (European), Proceeds to distribute (European), name.

https://investorportalpro.com/help/videos.html 2026-10-14T00:00:00Z

Videos keeps your firm’s video records — investors see only their own.

https://investorportalpro.com/help/user-preferences.html 2026-10-14T00:00:00Z

User Preferences holds 500 settings across investment management, portfolio accounting, investor relations, capital activity, risk & compliance, tax.

https://investorportalpro.com/help/usage-billing.html 2026-10-14T00:00:00Z

Usage & billing shows this month's file storage, records and logins, and what's above your plan's allowance. Owners and admins only.

https://investorportalpro.com/help/transfer-my-interest.html 2026-10-14T00:00:00Z

Transfer my interest keeps your firm’s secondary transfer records — investors see only their own.

https://investorportalpro.com/help/transactions-2.html 2026-10-14T00:00:00Z

Transactions keeps your firm’s capital call records — investors see only their own.

https://investorportalpro.com/help/transactions.html 2026-10-14T00:00:00Z

Transactions keeps your firm’s transaction records. What’s recorded: Reference, Account, Fund, Date, Type, Amount. Steps: Pending → Approved / Rejected.

https://investorportalpro.com/help/the-crm.html 2026-10-14T00:00:00Z

CRM in the left menu is INVESTOR PORTAL PRO’s AI-first CRM. It comes with INVESTOR PORTAL PRO — there is nothing extra to buy.

https://investorportalpro.com/help/team-investors.html 2026-10-14T00:00:00Z

Team & investors controls who can sign in to your workspace. Admin — full access; can import, invite and remove people. Viewer — sees everything.

https://investorportalpro.com/help/tax-documents-k-1.html 2026-10-14T00:00:00Z

Tax Documents (K-1) keeps your firm’s schedule k-1 records — investors see only their own.

https://investorportalpro.com/help/tax-center-withholding-1042.html 2026-10-14T00:00:00Z

Tax Center — Withholding & 1042 keeps your firm’s withholding records — investors see only their own.

https://investorportalpro.com/help/tax-center-state-info.html 2026-10-14T00:00:00Z

Tax Center — State Info keeps your firm’s withholding records — investors see only their own.

https://investorportalpro.com/help/tax-center-state-composite.html 2026-10-14T00:00:00Z

Tax Center — State & Composite keeps your firm’s state filing records.

https://investorportalpro.com/help/tax-center-specialty-items.html 2026-10-14T00:00:00Z

Tax Center — Specialty Items keeps your firm’s specialty tax item records.

https://investorportalpro.com/help/tax-center-my-documents.html 2026-10-14T00:00:00Z

Tax Center — My Documents keeps your firm’s schedule k-1 records — investors see only their own.

https://investorportalpro.com/help/tax-center-k-1-management.html 2026-10-14T00:00:00Z

Tax Center — K-1 Management keeps your firm’s schedule k-1 records — investors see only their own.

https://investorportalpro.com/help/tax-center-forms-certifications.html 2026-10-14T00:00:00Z

Tax Center — Forms & Certifications keeps your firm’s tax form records — investors see only their own.

https://investorportalpro.com/help/tax-center-estimates-planning.html 2026-10-14T00:00:00Z

Tax Center — Estimates & Planning keeps your firm’s tax estimate records — investors see only their own.

https://investorportalpro.com/help/tax-center-document-collection.html 2026-10-14T00:00:00Z

Tax Center — Document Collection keeps your firm’s tax form records — investors see only their own.

https://investorportalpro.com/help/tax-center-dashboard.html 2026-10-14T00:00:00Z

Tax Center — Dashboard shows live totals from your firm’s records: K-1s sent, K-1s total, Forms outstanding, Open deadlines.

https://investorportalpro.com/help/tax-center-calendar.html 2026-10-14T00:00:00Z

Tax Center — Calendar keeps your firm’s tax deadline records. What’s recorded: Deadline, Due, Type, Owner. Steps: Open → Done; Done → Open.

https://investorportalpro.com/help/tax-center.html 2026-10-14T00:00:00Z

Tax Center shows live totals from your own investments: K-1s, Forms to complete, Estimated taxable income, with the latest records underneath.

https://investorportalpro.com/help/tab-management.html 2026-10-14T00:00:00Z

Tab Management saves your firm’s settings: Screens hidden from investors (one per line), Screens hidden from viewers (one per line).

https://investorportalpro.com/help/support-tickets.html 2026-10-14T00:00:00Z

Support Tickets keeps your firm’s support ticket records — investors see only their own.

https://investorportalpro.com/help/statements-documents-tax-forms.html 2026-10-14T00:00:00Z

Statements are your capital account statements, published directly to the portal. Documents is the secure vault.

https://investorportalpro.com/help/statements.html 2026-10-14T00:00:00Z

Statements keeps your firm’s capital account statement records — investors see only their own.

https://investorportalpro.com/help/signing-in-and-out.html 2026-10-14T00:00:00Z

Choose Sign in to your workspace on the front door, enter your email, and type the code we email you.

https://investorportalpro.com/help/sharing-views-permalinks.html 2026-10-14T00:00:00Z

The address bar tracks exactly where you are — the page, the Overview/Data/Visualization tab, and the view. Copy the URL and send it.

https://investorportalpro.com/help/shared-data-one-source-for-everything.html 2026-10-14T00:00:00Z

INVESTOR PORTAL PRO keeps one shared data layer: funds, investors, accounts, transactions, tax documents, capital calls, distributions, fees, valuations and ESG.

https://investorportalpro.com/help/sent-emails.html 2026-10-14T00:00:00Z

Sent Emails keeps your firm’s email records. What’s recorded: Send to, Fund (if one fund), Investor (if one investor), Subject, Message.

https://investorportalpro.com/help/secondary-transfers.html 2026-10-14T00:00:00Z

Secondary transfers keeps your firm’s secondary transfer records — investors see only their own.

https://investorportalpro.com/help/smtp-settings.html 2026-10-14T00:00:00Z

SMTP Settings saves your firm’s settings: From name, Reply-to email, Signature.

https://investorportalpro.com/help/reports.html 2026-10-14T00:00:00Z

Reports keeps your firm’s investor report records — investors see only their own.

https://investorportalpro.com/help/report-library.html 2026-10-14T00:00:00Z

The Report Library has 500 reports in 28 categories, from fund accounting and capital activity to trading, credit, real estate and treasury.

https://investorportalpro.com/help/raising-capital.html 2026-10-14T00:00:00Z

Raise capital launches a deal: The deal — lead name, deal name, company, sector, stage, instrument, pitch, memo, risks. Terms — target, minimum/maximum check.

https://investorportalpro.com/help/quarterly-reports.html 2026-10-14T00:00:00Z

Quarterly Reports keeps your firm’s investor report records — investors see only their own.

https://investorportalpro.com/help/portfolio-intelligence.html 2026-10-14T00:00:00Z

My deals shows your exposure by sector, a warning when one sector is 40% or more of your INVESTOR PORTAL PRO investments, and each deal's invested amount.

https://investorportalpro.com/help/portfolio-companies.html 2026-10-14T00:00:00Z

Portfolio Companies keeps your firm’s portfolio company records. What’s recorded: Company, Fund, Sector, Invested, Ownership %, Current value, Invested on.

https://investorportalpro.com/help/permission-manager.html 2026-10-14T00:00:00Z

Permission Manager saves your firm’s settings: Viewers can export CSV, Admins can invite people, Payments need a second approver.

https://investorportalpro.com/help/pending-transactions.html 2026-10-14T00:00:00Z

Pending Transactions keeps your firm’s transaction records. What’s recorded: Reference, Account, Fund, Date, Type, Amount.

https://investorportalpro.com/help/partner-marketplace.html 2026-10-14T00:00:00Z

Partner marketplace — Fund administrators, auditors, tax preparers and counsel who work with INVESTOR PORTAL PRO firms. Request an introduction.

https://investorportalpro.com/help/overview-data-visualization-tabs.html 2026-10-14T00:00:00Z

Most pages offer three lenses: Overview — the page as designed, with charts up top and the full data table at the bottom.

https://investorportalpro.com/help/notifications.html 2026-10-14T00:00:00Z

Notifications keeps your firm’s notification records. What’s recorded: Title, Details, Level. Steps: Unread → Read; Read → Unread.

https://investorportalpro.com/help/notification-preferences.html 2026-10-14T00:00:00Z

Notification Preferences saves your personal settings: Capital calls, Distributions, New documents and statements, Deal alerts, Messages from the firm.

https://investorportalpro.com/help/news.html 2026-10-14T00:00:00Z

News keeps your firm’s news item records — investors see only their own.

https://investorportalpro.com/help/my-subscriptions.html 2026-10-14T00:00:00Z

My subscriptions keeps your firm’s investor onboarding records — investors see only their own.

https://investorportalpro.com/help/my-deals.html 2026-10-14T00:00:00Z

My deals shows every deal you've invested in, its status (signed → wire received → closed), what you invested, what it has paid you, and your multiple so far.

https://investorportalpro.com/help/my-profile.html 2026-10-14T00:00:00Z

My Profile saves your personal settings: Name, Phone, Title, Mailing address.

https://investorportalpro.com/help/my-investments.html 2026-10-14T00:00:00Z

My Investments shows live totals from your own investments: Invested, Called, Distributed, with the latest records underneath.

https://investorportalpro.com/help/moving-money-subscriptions-redemptions.html 2026-10-14T00:00:00Z

Use Manage Money to request a subscription or redemption. The request summary updates live as you build it.

https://investorportalpro.com/help/money-queue-dual-key-release.html 2026-10-14T00:00:00Z

Outbound payments queue in Money Queue. No payment leaves on one signature.

https://investorportalpro.com/help/money-queue.html 2026-10-14T00:00:00Z

Money Queue keeps your firm’s payment records. What’s recorded: Direction, Pay to / from, Investor (optional), Fund, Amount, Due, Memo.

https://investorportalpro.com/help/messages.html 2026-10-14T00:00:00Z

Messages keeps your firm’s message records — investors see only their own.

https://investorportalpro.com/help/market-indices.html 2026-10-14T00:00:00Z

Market Indices keeps your firm’s market index records. What’s recorded: Symbol, Name, Level, Change %, As of. Use + New to add one, click a row to open it.

https://investorportalpro.com/help/managing-a-deal.html 2026-10-14T00:00:00Z

Manage deal (from the deal page or after publishing) runs the raise: Investors — confirm wires (Wire received).

https://investorportalpro.com/help/manage-money.html 2026-10-14T00:00:00Z

Manage Money keeps your firm’s payment records. What’s recorded: Direction, Pay to / from, Investor (optional), Fund, Amount, Due, Memo.

https://investorportalpro.com/help/investor-profile.html 2026-10-14T00:00:00Z

Investor profile is used for every deal. Choose the accreditation statement that applies to you. For Rule 506(c) deals, verification is required.

https://investorportalpro.com/help/investor-onboarding.html 2026-10-14T00:00:00Z

Investor onboarding keeps your firm’s investor onboarding records — investors see only their own.

https://investorportalpro.com/help/investment-preferences-and-deal-alerts.html 2026-10-14T00:00:00Z

In your Investor profile, set the sectors, stages, deal types, regions, check size, hold period and target return you want.

https://investorportalpro.com/help/investment-operations-trade-order-management.html 2026-10-14T00:00:00Z

Investment Operations — Trade Order Management keeps your firm’s trade order records.

https://investorportalpro.com/help/investment-operations-risk.html 2026-10-14T00:00:00Z

Investment Operations — Risk keeps your firm’s risk limit records. What’s recorded: Limit, Fund, Limit, Current. Steps: Within limit → Breach.

https://investorportalpro.com/help/investment-operations-reconciliation.html 2026-10-14T00:00:00Z

Investment Operations — Reconciliation keeps your firm’s reconciliation item records.

https://investorportalpro.com/help/investment-operations-performance.html 2026-10-14T00:00:00Z

Investment Operations — Performance shows live totals from your firm’s records: Committed, NAV, Distributed, Average TVPI, with the latest records underneath.

https://investorportalpro.com/help/investing-in-a-deal.html 2026-10-14T00:00:00Z

Wire the amount directly to the lead's deal account using the instructions shown — INVESTOR PORTAL PRO never holds investor money.

https://investorportalpro.com/help/integrations-hub.html 2026-10-14T00:00:00Z

The Integrations Hub lists 50 vendors in 8 categories. Each card shows its status; Connect links it, Configure sets the API key, environment and webhook.

https://investorportalpro.com/help/info-tooltips.html 2026-10-14T00:00:00Z

Every metric, chart and section has one ⓘ icon. Hover for a quick preview; click for the full explanation.

https://investorportalpro.com/help/index-lab-projection-risk-comparator.html 2026-10-14T00:00:00Z

At the top of Market Indices: a dual-axis Monte-Carlo comparator. The left axis is value in your chosen currency ($ ₿ € ¥ £).

https://investorportalpro.com/help/import-data.html 2026-10-14T00:00:00Z

Import data loads your firm's records in one go. Download the template (or the filled-in sample) — one sheet each for funds, investors, accounts.

https://investorportalpro.com/help/ipp-ir-investor-profile.html 2026-10-14T00:00:00Z

IPP IR — Investor Profile keeps your firm’s interaction records. What’s recorded: Contact, Type, Date, Summary. Use + New to add one, click a row to open it.

https://investorportalpro.com/help/ilpa-reports.html 2026-10-14T00:00:00Z

ILPA reports keeps your firm’s ilpa report records. What’s recorded: Fund, Period, From, To, NAV at start, Contributions, Distributions, Management fees.

https://investorportalpro.com/help/getting-started.html 2026-10-14T00:00:00Z

Welcome to INVESTOR PORTAL PRO. The portal has two faces: the Admin view (the manager-side console) and the Investor view (what your LPs see).

https://investorportalpro.com/help/getting-paid-wires-refunds-and-payouts.html 2026-10-14T00:00:00Z

Investors always pay you — directly into the deal's own bank account. INVESTOR PORTAL PRO never holds investor money.

https://investorportalpro.com/help/getting-around.html 2026-10-14T00:00:00Z

Left menu — hover to open; on a phone, tap once to open and tap outside to close. Parents open their sub-menu.

https://investorportalpro.com/help/funds-fund-operations.html 2026-10-14T00:00:00Z

Funds lists every vehicle with strategy, vintage, raised, NAV, DPI and TVPI — the Data tab adds strategy filter chips, search, sorting.

https://investorportalpro.com/help/funds.html 2026-10-14T00:00:00Z

Funds keeps your firm’s fund records. What’s recorded: Fund, Strategy, Vintage, Committed, NAV, Distributed, DPI, TVPI, Currency.

https://investorportalpro.com/help/fundraising.html 2026-10-14T00:00:00Z

Fundraising keeps your firm’s fundraising prospect records. What’s recorded: Prospect, Fund, Target, Owner, Next step. Steps: Lead → Contacted / Lost.

https://investorportalpro.com/help/firm-overview.html 2026-10-14T00:00:00Z

Firm overview is your firm's home once you sign in: funds, NAV, committed capital, investors, and the latest capital calls and distributions.

https://investorportalpro.com/help/firm-profile-privacy-terms.html 2026-10-14T00:00:00Z

Firm Profile — Privacy & Terms saves your firm’s settings: Privacy notice shown to investors, Terms of use shown to investors.

https://investorportalpro.com/help/firm-profile-fund-performance.html 2026-10-14T00:00:00Z

Firm Profile — Fund Performance shows live totals from your firm’s records: Funds, Committed, NAV, Distributed, with the latest records underneath.

https://investorportalpro.com/help/files.html 2026-10-14T00:00:00Z

Files is your firm's private storage (50 MB per file). Choose Save to before uploading.

https://investorportalpro.com/help/favorites-recents.html 2026-10-14T00:00:00Z

Star anything to pin it under Favorites at the top of the left menu: Pages — the star in each page header (or press f)

https://investorportalpro.com/help/exchange-rates.html 2026-10-14T00:00:00Z

Exchange rates keeps your firm’s exchange rate records. What’s recorded: Currency, 1 unit = this much base currency, As of.

https://investorportalpro.com/help/every-screen-records-and-workflows.html 2026-10-14T00:00:00Z

In your workspace every screen works on your firm's own records. Each one has + New, a searchable list with status counts, Export CSV, and a record form.

https://investorportalpro.com/help/email-templates.html 2026-10-14T00:00:00Z

Email Templates keeps your firm’s email template records. What’s recorded: Name, Subject, Body (use {{investor}}, {{fund}})

https://investorportalpro.com/help/editing-this-manual.html 2026-10-14T00:00:00Z

This manual is a wiki. In Admin view every article shows Edit — change the text, hit Save.

https://investorportalpro.com/help/editing-any-table.html 2026-10-14T00:00:00Z

In your workspace every table is yours to edit: + Add row under a table adds a record. Click any cell to change it; press Enter or click away to save.

https://investorportalpro.com/help/documents.html 2026-10-14T00:00:00Z

Documents keeps your firm’s document records — investors see only their own.

https://investorportalpro.com/help/document-profile.html 2026-10-14T00:00:00Z

Document Profile keeps your firm’s document records — investors see only their own.

https://investorportalpro.com/help/document-management.html 2026-10-14T00:00:00Z

Document Management keeps your firm’s document records — investors see only their own.

https://investorportalpro.com/help/docent-the-built-in-assistant.html 2026-10-14T00:00:00Z

Docent is the orb in the header. Ask in plain English — it answers from the same live data the screens use, and it can act for you.

https://investorportalpro.com/help/demo-analytics-hidden.html 2026-10-14T00:00:00Z

A hidden surface — no nav entry — tracking what this browser explored: pages, Docent questions, exports, nudges. Reach it with ⌘K → “analytics”.

https://investorportalpro.com/help/demo-analytics.html 2026-10-14T00:00:00Z

Demo Analytics shows live totals from your firm’s records: Investors, Called, Distributed, Open tickets, with the latest records underneath.

https://investorportalpro.com/help/data-rooms-2.html 2026-10-14T00:00:00Z

Data rooms — Files your fund has shared with you for review. Views and downloads are recorded for the fund.

https://investorportalpro.com/help/data-rooms.html 2026-10-14T00:00:00Z

Data rooms keeps your firm’s data room records. What’s recorded: Room name, Fund, What's inside, Watermark downloads with the viewer's name, Close access on.

https://investorportalpro.com/help/data-room-files.html 2026-10-14T00:00:00Z

Data room files keeps your firm’s data room file records. What’s recorded: Room, Title, Category, File (path in Files) Use + New to add one.

https://investorportalpro.com/help/data-room-activity.html 2026-10-14T00:00:00Z

Data room activity keeps your firm’s data room activity records. What’s recorded: Room, File, Viewer, Action, Date. Use + New to add one.

https://investorportalpro.com/help/data-room-access.html 2026-10-14T00:00:00Z

Data room access keeps your firm’s data room access records — investors see only their own.

https://investorportalpro.com/help/dashboard.html 2026-10-14T00:00:00Z

Dashboard shows live totals from your own investments: Called, Calls due, Received, Documents, with the latest records underneath.

https://investorportalpro.com/help/custom-domain.html 2026-10-14T00:00:00Z

Custom domain keeps your firm’s custom domain records. What’s recorded: Domain (e.g. portal.yourfirm.com), Notes. Steps: Requested → DNS verified / Removed.

https://investorportalpro.com/help/controls-audit.html 2026-10-14T00:00:00Z

Controls & Audit keeps your firm’s control records. What’s recorded: Control, Area, Owner, Frequency, Last tested. Steps: Effective → Needs attention.

https://investorportalpro.com/help/controls-audit-2.html 2026-10-14T00:00:00Z

The control room, Admin-only: Dual-Control Approvals — every pending movement and the keys it still needs. Immutable Audit Log — append-only, hash-chained.

https://investorportalpro.com/help/contacts-the-investor-crm.html 2026-10-14T00:00:00Z

Contacts is your LP base: position, commitment, fund and status for every relationship. The Relationship Sunburst traces contact → account → fund.

https://investorportalpro.com/help/contacts.html 2026-10-14T00:00:00Z

Contacts keeps your firm’s contact records. What’s recorded: Name, Company, Email, Phone, Type, Owner. Steps: Active → Inactive; Inactive → Active.

https://investorportalpro.com/help/connections-accreditation-verification.html 2026-10-14T00:00:00Z

Under Raise capital → Connections, connect your firm's own VerifyInvestor account (embedded token + API token) — its fees are billed to you.

https://investorportalpro.com/help/compliance-regulatory-filings.html 2026-10-14T00:00:00Z

Compliance — Regulatory Filings keeps your firm’s regulatory filing records.

https://investorportalpro.com/help/compliance-policies-attestations.html 2026-10-14T00:00:00Z

Compliance — Policies & Attestations keeps your firm’s policy records.

https://investorportalpro.com/help/compliance-periodic-reviews-testing.html 2026-10-14T00:00:00Z

Compliance — Periodic Reviews & Testing keeps your firm’s compliance test records.

https://investorportalpro.com/help/compliance-dashboard.html 2026-10-14T00:00:00Z

Compliance — Dashboard shows live totals from your firm’s records: KYC pending, Filings upcoming, Failed tests, Overdue attestations.

https://investorportalpro.com/help/compliance-code-of-ethics.html 2026-10-14T00:00:00Z

Compliance — Code of Ethics keeps your firm’s attestation records. What’s recorded: Policy / code, Person, Period, Attested on.

https://investorportalpro.com/help/compliance-aml-kyc-ofac.html 2026-10-14T00:00:00Z

Compliance — AML / KYC / OFAC keeps your firm’s kyc / aml check records — investors see only their own.

https://investorportalpro.com/help/communications-create-email.html 2026-10-14T00:00:00Z

Communications — Create Email keeps your firm’s email records. What’s recorded: Send to, Fund (if one fund), Investor (if one investor), Subject, Message.

https://investorportalpro.com/help/command-palette-keyboard-shortcuts.html 2026-10-14T00:00:00Z

Press ⌘K (or Ctrl-K) anywhere to open the command palette. Type a few letters to jump to any page, contact, fund, or a cash movement by its MV-#### id.

https://investorportalpro.com/help/changing-your-email-or-phone.html 2026-10-14T00:00:00Z

When you change your email or mobile phone in your investor profile, INVESTOR PORTAL PRO asks which of the firms you work with on INVESTOR PORTAL PRO should get your new details.

https://investorportalpro.com/help/change-my-bank-details.html 2026-10-14T00:00:00Z

Change my bank details keeps your firm’s bank detail change records — investors see only their own.

https://investorportalpro.com/help/capital-account-statements.html 2026-10-14T00:00:00Z

Capital Account Statements keeps your firm’s capital account statement records — investors see only their own.

https://investorportalpro.com/help/calendar.html 2026-10-14T00:00:00Z

Calendar keeps your firm’s calendar event records. What’s recorded: Title, Date, Type, Fund, Notes. Steps: Scheduled → Done / Cancelled.

https://investorportalpro.com/help/browse-deals.html 2026-10-14T00:00:00Z

Browse deals is your deal flow from every firm on INVESTOR PORTAL PRO — not just the firms you already invest with. Filter by sector, lead or status.

https://investorportalpro.com/help/benchmarks.html 2026-10-14T00:00:00Z

Benchmarks — Anonymous medians across firms on INVESTOR PORTAL PRO that share their figures. Shown only when at least 5 firms contribute.

https://investorportalpro.com/help/bank-detail-changes.html 2026-10-14T00:00:00Z

Bank detail changes keeps your firm’s bank detail change records — investors see only their own.

https://investorportalpro.com/help/audit-trail.html 2026-10-14T00:00:00Z

Audit trail (owners and admins) lists every change to your firm's data — records added, edited or deleted on any screen, imports, files.

https://investorportalpro.com/help/ask-about-a-deal-ai-analyst.html 2026-10-14T00:00:00Z

On any deal page, Ask about this deal answers questions from that deal's own memo, terms, risks and updates.

https://investorportalpro.com/help/appearance-graphite-palettes-light-dark.html 2026-10-14T00:00:00Z

Open User Preferences → Appearance. Palette — Graphite plus ten professional palettes: Oxford Navy, Slate Blue, Evergreen, Burgundy, Teal Ledger.

https://investorportalpro.com/help/app-settings-general-settings.html 2026-10-14T00:00:00Z

App Settings — General Settings saves your firm’s settings: Share anonymous figures for INVESTOR PORTAL PRO benchmarks (needed to see benchmarks).

https://investorportalpro.com/help/admin-view-vs-investor-view.html 2026-10-14T00:00:00Z

Admin view is the operating console: funds, contacts, transactions, the money queue, dual-control approvals, compliance, and analytics.

https://investorportalpro.com/help/accreditation-kyc.html 2026-10-14T00:00:00Z

Accreditation & KYC keeps your firm’s kyc / aml check records — investors see only their own.

https://investorportalpro.com/help/accounts-2.html 2026-10-14T00:00:00Z

Accounts shows live totals from your own investments: Positions, Invested, with the latest records underneath.

https://investorportalpro.com/help/accounts.html 2026-10-14T00:00:00Z

Accounts keeps your firm’s account records. What’s recorded: Account, Type, Reference, Owner, Value, Status. Use + New to add one, click a row to open it.

https://investorportalpro.com/help/accounting-export.html 2026-10-14T00:00:00Z

Accounting export — Download your transactions as journal entries ready to import into QuickBooks Online or Xero.

https://investorportalpro.com/help/api-webhooks.html 2026-10-14T00:00:00Z

API & webhooks — Connect INVESTOR PORTAL PRO to your other systems: an API key for reading your records, and webhooks that notify your systems when records change.

https://investorportalpro.com/help/ai-document-intake.html 2026-10-14T00:00:00Z

AI document intake reads a document you upload (PDF, CSV or text) or paste — a bank statement, capital or distribution notice, K-1 summary or contact list.