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Co-Invest & SPV Investor Management

Co-investment & SPV investor management for private equity

Co-investment management software runs the investor side of co-invest programs and SPVs: offering the opportunity through a secure deal room, collecting interest, onboarding and verifying participants, tracking allocations, and reporting per vehicle — each sidecar with its own permissioned portal. InvestorPortaLPro puts the whole program on one platform.1

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Co-Investment Management dashboard by InvestorPortaLPro
What we offer

Co-invest is a product — run it like one

LPs love co-invest; operations teams dread it: every deal spawns a vehicle with its own investors, documents, calls, and reporting. Software makes each sidecar a configuration, not a project.

Offer with evidence

Present opportunities in a permissioned deal room and watch engagement analytics identify the real demand.

Onboard per vehicle

E-signature, accreditation, KYC, AML, and OFAC checks run per participant, per vehicle, with records kept.

Report per vehicle

Each SPV gets its own permissioned portal view — calls, distributions, documents, and performance.

Co-invest features

Every sidecar, fully administered

Allocation tracking handles interest, cutbacks, and final commitments per deal; the fund relationship and the vehicle relationship stay linked on the LP's record.

Calls, distributions, and reporting run per vehicle through the same engines as the main fund — no parallel process, no separate stack.

  • Deal room offerings

    Co-invest opportunities presented securely with tracked engagement per prospect.

  • Allocation management

    Interest, scaling, and final allocations tracked per participant, per deal.

  • Vehicle onboarding

    Sub-docs e-signed with compliance checks built into the flow.

  • Per-vehicle calls

    Capital calls and distributions run per SPV through the standard automated pipeline.

  • Linked to the fund record

    The LP's fund and co-invest positions live on one relationship record.

Bespoke investment software

Scale the program, not the headcount

When each vehicle is a configuration on shared infrastructure, offering the next co-invest is a decision — not an operational commitment.3

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See it in action

A look inside the platform

Real screens from the InvestorPortaLPro platform — relationship pipelines, engagement analytics, controls, and reporting. Explore the full interactive demo →

Shareholder and investor CRM showing relationship pipeline by stage and engagement tracking
Relationship CRMPipeline, commitments, and shareholder relationships in one view.
Controls and audit dashboard showing dual-control approvals and a tamper-evident audit ledger
Controls & AuditEnforced dual control and a tamper-evident audit ledger on every transaction.
Performance dashboard with projections and scenario bands for investor reporting
Performance & ReportingDynamic performance views and reporting your shareholders actually use.
Risk analytics with VaR, factor exposure, and distribution analysis
AnalyticsFrom engagement metrics to market analytics — measure what matters.
Capital flow visualization tracing value from asset class through holders and accounts
Data VisualizationInteractive visuals that turn your company's story into something holders can see.
Executive dashboard with key company metrics at a glance
Executive DashboardKey metrics, engagement, and activity at a glance for your IR team.
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

Co-Investment Management, answered

Questions we hear most from private equity and venture capital firms. For the complete reference, visit the investor portal software knowledge base.

What is co-investment management software?

Software that runs the investor side of co-invest programs and SPVs: secure deal-room offerings, interest and allocation tracking, participant onboarding with compliance checks, and per-vehicle capital calls, distributions, and reporting.

How are co-invest opportunities offered?

Through permissioned deal rooms with engagement analytics, so you see which LPs are genuinely interested before allocation decisions.

How does onboarding work per vehicle?

Sub-docs e-sign in the flow with accreditation, KYC, AML, and OFAC verification per participant per vehicle — records retained for compliance.

Can each SPV have its own reporting?

Yes — every vehicle gets a permissioned portal view with its own calls, distributions, documents, and performance.

Do co-invest positions link to the main fund relationship?

Yes — one LP record carries fund and vehicle positions together, so IR sees the whole relationship.

Does this replace SPV legal formation services?

No — formation stays with counsel; this platform administers the investors, capital, documents, and reporting once the vehicle exists.

Trusted with 100% client retention4

See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.

Read all reviews →

Ready to discuss co-investment management 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.

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Our team will reply within one business day. Prefer to talk sooner? Schedule a demo or call NY: +1-212-658-0862.

Notes
  1. Product names referenced are trademarks of InvestorPortaLPro; capabilities described on this page reflect the InvestorPortaLPro platform. ↩
  2. 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.
  3. 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. ↩
  4. Client retention figure reflects InvestorPortaLPro's client history since founding in 2016. ↩
  5. Pricing is published at investorportalpro.com/investor-portal-pricing.html and is subject to change; enterprise and bespoke engagements are quoted individually.
  6. Implementation timelines vary with data migration scope, integrations, and branding requirements.