Live LP portal
Contributed capital, P&L, YTD and all-time returns, and each investor’s share of top holdings, current as of the last lock date.
For Investor Relations
Answer the question before the LP asks it.
Investors log in and see their holdings, performance, documents, and tax returns from the same ledger the fund runs on. The questions that used to land in your inbox are answered in the portal and the app.
Live
Investor dashboard and app
Automatic
Document delivery per investor
Lock dates
You control publication
All solutionsInvestor Relations
What IR teams get
A portal that builds investor and GP confidence.
Investor mobile app
The same view on iOS and Android with Face ID sign-in. Investors check their fund the way they check anything else.
Documents delivered automatically
Statements, K-1s, notices, and sub docs surfaced to the right investor, permissioned and audit-logged.
Performance against the market
Show the growth of an investment in the fund against SPY and other benchmarks, in chart or table form.
One number
What the investor sees is what the books say.
Investors and fund managers work from the same real-time ledger. There is no reconciling between the admin file, the portal, and the inbox, because there is only one source. Lock dates give you control over when a new figure is published.
- Investor view and fund manager view from the same ledger
- Lock dates for daily, weekly, monthly, or quarterly publication
- Managers invite investors; no public signup wall
- Performance charted from inception with any window
- Every document permissioned per investor and entity
Questions
Common questions about investor relations.
Does Easefolio include a fundraising CRM?
No. Easefolio runs the fund and existing investors: records, capital, documents, and reporting. For prospect pipelines and mass email campaigns, many clients pair Easefolio with a dedicated CRM.
Can we brand the portal?
The portal and app present your fund and documents to your investors. Ask about branding options during a demo.
How do investors get access?
You invite them, or they request access from the sign-in screen and you approve. The same credentials work on the web and in the app.
Get started
Show your investors the portal.
Book a demo and see the investor and fund manager views side by side.