WHAT WE OFFER

Alternative investments expertise, analysis, objectivity, & stability

Technology solutions are not the expertise of the typical hedge fund, private equity, or real estate firm. Fund administrators may not have the time or treasure to evaluate investor portals correctly either. Let IPP take the burden off of your team, and use our domain knowledge and subject matter expertise to set your firm apart from the rest.

METHODOLOGY

PROFICC™ consulting, by IPP

Why you need PROFICC™ consulting from IPP
We have developed a seven part consulting methodology based around the benefits received by our client partners. Inquire today about how we can assist you in your investment management projects.
  • Process improvements:  Allow us to look into business processes for potential automation points and integration layers, and see the big picture through the smallest details.
  • Re-energise:  Re-orient, re-position, re-engage, and refresh your goals and your desired outcomes with IPP consulting services.
  • Objectivity:  We are an open technology company, and will help you evaluate your options and make the best decision for your team.
  • Focus and dedication:  Our focus is 100% dedicated to investor portal software and solutions. We will be focused on the moving parts while you go about your day.
  • Increase productivity:  Save your valuable time, reduce inefficiencies, reduce errors, improve the success of the project, and use us as a value added teammate.
  • Cost-effective:  Finding good people with industry knowledge, software expertise, and real-world experience is tough. Use us to save money and reduce your total cost of ownership.
  • Coaching & knowledge transfer:  Our staff has experiences across thousands of firms, multiple asset classes, complex legal structures, and advanced methods of operating funds and detals. We can help you be a better team.

Your Investors Experience™ starts with a comprehensive plan based on our PROFICC™ consulting model.

PROFICC™ - Consulting intelligence™

  Share your goals

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WHAT WE PROVIDE YOUR TEAM

Accelerate your implementation, save yourself time, and reduce your spend

Don't leave your team to handle it alone. We can help you with your investor portal, IR, and investor reporting needs through our professional consulting & professional services products.

  •   CTO, CFO, and Managing Partner reports
    • Have us create management reports, decks, and other collateral for your management teams across investor relations, the deal team, partners, and more. Save yourself time by having us create professional content for your team to understand the investor portal project more.
  •   Project management, POCs, and documentation
    • Use us to fully manage the project, perform proofs of concept on designs and features, and fully document each step of the way for archival purposes and referencable knowledge.
  •   Best practices, insider knowledge, and custom support
    • Determine your way forward with more knowledge from best practices of other firms. Learn from the paths others have taken. Receive the level of support and maintenance that makes sense for you and your team.

Ready to take your IR game to the next level?

We have never lost a client. We take the time to listen to your needs before selling you software. We appreciate our clients time, and look forward to speaking with you today about potentially partnering with us. Thank you ahead of time for providing your contact information and a brief description of what your goals are today. We value your privacy and will never sell or provide your information to 3rd parties

Why choose a boutique alternative investments software firm?

There are many reasons to choose InvestorPortaLPro™. We are affordable yet sophisticated, 100% dedicated to investor portals, and spend most of our revenue on research and development to build a better portal for our customers and their investors.