Portal
A Smarter Investor Compliance Portal.
The Problem Portal Solves
Compliance doesn’t end at subscription, it begins there.
- Investors log meaningful hours and activity throughout the year to support IRS Material Participation status.
- All partnership materials and updates are centralized, secure, and organized.
- Timestamped, verifiable activity logs built to withstand IRS examination.
Built for Both Sides of the Partnership.
Sponsors share with confidence. Investors participate with proof.
Sponsor
Secure Document Sharing & Communication
- Securely distribute K-1s, capital calls, performance updates, and reports through a centralized, audit-ready investor hub
- Organize and manage documents by offering, fund, and material type, eliminating fragmented email threads and manual coordination
- Automatically notify investors when new materials are available, with full visibility into document access, downloads, and activity
Investor
Participation Tracking Built for Tax Season
- Log and timestamp material participation hours linked directly to specific fund activities and investor interactions
- Receive app-based prompts to record participation on the go after reviewing content, attending meetings, or engaging with deal materials
- Monitor REP status in real time and generate clean, year-end participation reports that are audit-ready and IRS-defensible
How Portal Works
Structured sharing and participation, end to end.
Share & Notify
Sponsors upload documents, reports, and updates to a secure portal. Investors are notified instantly, and every view is timestamped.
Review & Log
Investors review materials and log participation hours directly in Portal tied to specific documents and activities.
Track & Report
A structured, audit-ready record builds automatically, with year-end reports and sponsor visibility built in.
Who Portal Is Built For
Serving sponsors and investors with structured communication and audit-ready participation tracking.
Fund Sponsors
Fund Sponsors
A centralized IR and compliance platform that streamlines LP communication, documentation, and participation while reducing regulatory risk.
Investors
Investors
A single destination to access documents, track activity, and maintain audit-ready participation records for tax time.
Launch Your Own Investor Portal
Explore how a white-label investor portal can streamline LP communication and compliance.
