WHAT WE OFFER

PE reporting software and solutions for firm, fund, investment, and account level reports

REPORTING SOFTWARE HANDCRAFTED TO AUTOMATE YOUR OPERATIONS

Leading private equity firms provide investors and prospects the ability to create their own reports online. Join them today. No investor relations requests or IT support is needed with InvestorPortaLPro™ . Give your investors the ability to liberate their data and consume it the way they want.

FEATURES

One click PE investor reporting

InvestorPortaLPro is a modern, clean, and useful investor portal software for alternative asset managers and asset servicers. Our staff has been involved in the design, development, and support of the worlds top investor portals, and now we have an offering for you direct.

Improve communications and collaborating with inbound investor request tracking, web-based investor inquiry support, and a full audit trail of how your investors are interacting with your firm.

  Share your goals

InvestorHub° PE IMMEDIATE BENEFITS

InvestorHub° reporting engine automates distributions and other complex reports

  • Eliminate errors, reduce time, and save money
    • Automate your next fund and eliminate manual work. Reduce risks from Excel, maintain your reputation, and digitize your subscription process today with IPP. All of our solutions are unlimited users, so you can invite everyone to get eyes on any project. Create PDFs, send emails, track opens and downloads, and get a handle on time consuming, manual merges. Get in touch and share your goals with us today.
  • Push button waterfall automation and distributions
    • One click and done for the most complex accounting automation including; dividend reinvestment programs (DRIP), any type of distribution or waterfall, fixed or variable rates, insurance, claw backs, high watermarks, and more. We guarantee our work with save you time, treasure and talent.
  • Quality, scalability, and speed
    • InvestorHub° automates your team and improves your investors' experiences, so you can step in at the right moments where needed. We automatically generate the most complex monthly, quarterly, yearly, and ad hoc reporting requirements with our push button / one click automation. You can load data from excel, 3rd party accounting systems, flat file, or have a fund admin do it for you.
BESPOKE ALTERNATIVE INVESTMENTS SOFTWARE

IPP°

Alternative Investments Software for Private Equity and Venture Capital Reporting

Best-of-breed software systems for private equity and venture capital firms looking for a reporting and business intelligence advantage in the space

InvestorPortaLPro™ investor relations software is built for investors / shareholders / clients, IR teams, legal, and other interested 3rd parties to easily share documents, collaborate, and provide charts and data online. Our IR software features allow you to best manage investor relations, communicate and collaborate with clients, and monitor your investor portal interactions. InvestorPortaLPro™ is securely hosted and SSAE SOC II Type 2 certified. Our tools will help you make better business decisions, reduce risk, and collaborate with your current and prospective investors.

Schedule a demo

Ready to achieve best of breed investor reporting?

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

  Share your goals

All fields required, secure, and kept private


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.

    • IPP offers private equity reporting software and data-driven solutions for private equity fund managers and investors.
    • PE reporting by IPP enhances operations and centralizes portfolio data for faster fundraising and onboarding, improves investment insights, and automates investor reporting.
    • IPP is a trusted reporting and business intelligence technology partner for leading private equity firms, and offers the industry’s most robust, customizable, and interactive dashboards and reporting.
    • IPP is useful for everyone on the PE team, including managing partners, deal teams, investor relations, finance, risk, and technology.
    • IPP provides world-class managed services, including managed data services, expert services, and consultative services for firms of all sizes.
    • IPP private market solutions work across all investment strategies, including fund of funds, traditional, mid-market, and offer extreme value to limited partners. IPP also works across the PE landscape with firms such as private debt, private equity, real estate, and venture capital.

Our Vision

"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 the most advanced, user-friendly, and affordable investor portal on the market for private equity, real estate, hedge fund, and asset servicers.

Our People

100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straight-forward, and down to earth team in the space. We are also hiring. Please contact us about joining our team of alternative investment software professionals.

100% Customer Success

Every implementation we have done is unique, and all have been success stories for our clients. 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.

Research and Development

InvestorPortaLPro™ develops the most technically advanced investor portal software on the market today that are designed to be useful, and user friendly. We host with Amazon™, are built mostly with open source software. Since we develop sophisticated technology we spend a large majority of our budget on research and development.