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.
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
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.
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.
Custom App Builder
SmartExchange is a completely customizable solution. Build out your portal, dashboard and menus to mirror your existing workflows.
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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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.
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.
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.
TRUSTED BY THE TOP ALTERNATIVE INVESTMENT FIRMS
