Automated performance tearsheets for hedge funds
A hedge fund tearsheet is the monthly one-pager investors and prospects judge you by: returns, risk statistics, exposures, and commentary. InvestorHub° by InvestorPortaLPro generates it from fund data on your template — statistics computed, charts rendered, delivery tracked — the same disciplined page every month without the assembly scramble.1
What we offer
The document your fund is judged by, systematized
Allocators see hundreds of tearsheets; inconsistency and lateness read as operational risk. Generated tearsheets arrive on schedule with statistics that always reconcile to the record.
Computed, not assembled
Returns, drawdowns, Sharpe, and statistics compute from recorded performance — no spreadsheet copy-paste.
Your template, exactly
Branded layouts render identically every month — the consistency allocators notice.
Delivered & tracked
Distribution to investors and prospects with receipts and engagement per recipient.
Tearsheet features
Monthly discipline without monthly labor
Commentary drops into the template alongside auto-computed statistics; approval gates the release; the archive accumulates the fund's whole track record page by page.
Prospect versions and investor versions render from the same data with different permissioning — one truth, appropriately dressed for each audience.
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Statistics engine
Returns, volatility, drawdown, and ratio statistics from recorded data.
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Auto-rendered charts
Growth, monthly return grids, and exposure charts generate in the layout.
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Approval before release
Every issue passes review before it reaches an inbox.
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Audience versions
Investor and prospect variants from one data source.
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Track-record archive
Every issue filed — the fund's history, presentable on demand.
Bespoke investment software
Ready for a tearsheet that ships itself?
The fifth business day shouldn't be a fire drill. Generated, approved, delivered, tracked — and your team never opened a layout tool.3
See it in action
A look inside the platform
Real screens from the platform behind InvestorHub° — relationship pipelines, engagement analytics, controls, and reporting. Explore the full interactive demo →
Why IPP
Why choose a boutique investor software firm?
There are many reasons to choose InvestorPortaLPro. We are affordable yet sophisticated, 100% dedicated to investor portals and IR software, and we spend most of our revenue on research and development to build a better platform for our customers and their investors.
Our vision & dreams
“We shall build good software here, at a profit if we can, at a loss if we must, but always good software.” InvestorPortaLPro aims to be the most user-friendly, affordable, and modern investor platform on the market for firms of all sizes — including public companies, private companies, private equity, real estate, banks, wealth managers, and asset servicers.
Our people, ethics, and experience
100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straightforward, and down-to-earth team in the space. We are also hiring — contact us about joining our team of investment software professionals.
100% customer success & retention
Every implementation we have done is unique, and all have been success stories for our clients.4 Our organization is founded on the simple belief that we are successful when our clients are completely happy. We offer flexible pricing, financing options, and certain guarantees in our contracts — for your success and ours.
R&D commitment
IPP develops technically advanced investor software designed to be useful and user-friendly. Host it yourself (on premises) or with any provider such as Azure or Amazon AWS — IPP is built on open source software with full source-code access, and a large majority of our budget goes to research and development.
Common questions
Performance Tearsheets, answered
Questions we hear most from hedge funds, FoFs, and boutiques. For the complete reference, visit the investor portal software knowledge base.
What is hedge fund tearsheet software?
Software that generates the fund's monthly tearsheet or factsheet from recorded performance data — computing statistics, rendering charts on your branded template, gating release behind approval, and distributing with tracking.
Which statistics can it compute?
Standard performance and risk measures — returns, cumulative growth, volatility, drawdowns, and ratio statistics — from the recorded return series, consistent every issue.
Can we keep our existing tearsheet design?
Yes — your layout becomes the template; the engine fills it identically every month.
How do prospects and investors get different versions?
Audience variants render from the same data with different permissioning and disclosures — one truth, dressed per audience.
Is there review before distribution?
Yes — every issue passes an approval gate, and the release is logged with recipients and engagement.
Why does consistency matter so much?
Allocators read hundreds of tearsheets; identical structure and on-time arrival read as operational quality — the opposite reads as risk.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss performance tearsheets for your firm?
100% satisfaction
We have never lost a client.4 We take the time to listen to your needs before selling you software. We appreciate your time and look forward to speaking with you about potentially partnering with us. We value your privacy and will never sell or provide your information to third parties.
Share your goals
Thank you — we received your request.
Our team will reply within one business day. Prefer to talk sooner? Schedule a demo or call NY: +1-212-658-0862.
Notes
- InvestorHub° is a trademark of InvestorPortaLPro; capabilities described on this page reflect the InvestorPortaLPro platform. ↩
- Secure delivery, e-signature, tracking, and retention features support your regulatory workflows; they do not constitute legal or compliance advice, and filing obligations remain with the issuer and its counsel.
- SOC 2 Type II controls operate as part of IPP's security program; certain certifications and assurances (including SEC Rule 17a-4(f) compliant storage) are provided through hosting partners. Current audit documentation is shared under NDA during vendor due diligence. ↩
- Client retention figure reflects InvestorPortaLPro's client history since founding in 2016. ↩
- Pricing is published at investorportalpro.com/investor-portal-pricing.html and is subject to change; enterprise and bespoke engagements are quoted individually.
- Implementation timelines vary with data migration scope, integrations, and branding requirements.