1 (877) 332-5739 sales@smartroom.com

INVESTOR PORTAL

AN LP PORTAL THAT WOWS INVESTORS

Impress your investors with an intuitive experience complete with dynamic dashboards and real-time access to fund information.

Customize the portal design to match your branding and choose what information to share with investors.

A SEAMLESS EXPERIENCE FOR GPs & LPs ALIKE

GPs

GPs, Investor Relations, and Fund Administrators can manage and automate all investor relations services on one platform.  Centralizing all fund-related data keeps teams aligned, informed, and accountable.

LPs

Investors can make more informed decisions with real-time fund information and dynamic reporting they can access through a customized portal anytime, anywhere.

LP investor

RETAIN & ATTRACT INVESTORS WITH BETTER ACCESS TO INFORMATION

KEY INVESTOR PORTAL FEATURES

Modern Portal Experience

Impress your investors with a intuitive online experience.  Customize the portal design to match your branding. 

Fundraise & Market

Market available investment opportunities with potential investors within the portal and through automated email updates.

Share Fund Information

Share pertinent fund information with the ability to customize which fund details are made available to any specific investor.
portfolio management

Portfolio Management

LPs can securely access latest fund information, reporting, history/transactions, documents, & investment opportunities – anytime, anywhere.

Data-Driven Insights

Fully-customizable dynamic dashboards and graphics with real-time data give investors the transparency they need more strategic decisions.

Automate Email Notifications

Automate alerts and instantly notify investors via custom email tempates when new information is available in the portal.

ALTERNATIVE INVESTMENTS PRODUCT OFFERINGS

SmartExchange integrates the leading alternative investment solutions.  They’re powerful alone – but even better when used together.

SmartExchange Alternative Investments Investor Portal

Investor Portal

 

Impress your investors with an intuitive experience complete with dynamic dashboards and real-time access to fund information.

Customize the portal design to match your branding and choose what information to share with investors.

TRUSTED BY THE TOP ALTERNATIVE INVESTMENT FIRMS

 

 

warburg
Swander
sentinel
riverside
Norwest logo
Kholberg
hig capital
carlyle
blackstone
baird
Alternative investment app builder solution

Custom App Builder

 

SmartExchange is a completely customizable solution. Build out your portal, dashboard and menus to mirror your existing workflows.

alternative investments data room integration

SmartRoom logo

Virtual Data Room

 

Get full access to our industry-leading virtual data room and all its functionality from directly within SmartExchange.

Create custom user settings to enable secure file sharing and collaboration.

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Investor LP reporting automation tool

SmartLP Report Automation

 

Our SmartLP application allows you to automate the creation of investor-specific reports based on your existing templates and processes.

Reports are automatically distributed to their secure, designated folders within the Investor Portal.

Alternative investments project management solution

Project Management

 

Manage the entire due diligence process within SmartExchange with our project management tool.

Securely share and collaborate on tasks, associated documents, deadlines and more.

API CRM integration

Connect Silo Business Applications

 

Our  API allows you to integrate your business applications to match your existing workflows.  Integrate DealCloud, or any other CRM, to easily import and manage contacts.

Connect your DocuSign account to manage NDAs and other contracts within SmartExchange.

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