Custom branding, interactive dashboards & self service options for your investors.
Fundwave's investor portal helps you seamlessly share capital notices and reports with your limited partners.
Everything your LPs need
Give LPs easy access to documents, fund policies, performance dashboards, and the ability to manage their own details.
Secure datarooms
Share reports, K-1s, onboarding documents with granular access control.
- Granular folder access
- Track engagement
- Security Watermarks
IR Agent
Let AI handle ad-hoc investor queries.
- 24/7 responses
- Investor data
- Human Handoff
Self Service
Investors update their details themselves.
- Bank details
- Contact info
- Self-guided KYC
Performance Dashboards
Interactive LP reporting on fund performance and key metrics.
- Cross-fund view
- Historical metrics
- One-click publish
You stay in control
Stay on top of investor activity, user access, and ad-hoc queries with ease.
Engagement tracking
Track every document being viewed and detail getting updated across your investors in real time.
Access management
Give role-based access to unlimited investor team members to securely share resources.
Make it unmistakably yours
Branded domain
portal.yourfund.com
Custom colors
Match your brand exactly
Your logo
Every screen and email
Multiple languages
Serve investors globally
Custom notifications
Tailored emails for LPs
Compliance ready
SOC 2 Type II
Audited annually
WCAG 2.0
Accessibility compliant
US, EU and APAC
Data residency options
The level of reporting and querying of data is fantastic, and the customer support team is super responsive.
Vela Georgiev
COO & Operating Partner, Tenacious Ventures
FAQ
Frequently asked questions
A LP portal is a secure, LP-facing platform where your investors log in to view fund performance, relevant documents, and their details (like bank, contact), all in one place. Fundwave's portal is purpose-built to integrate with your fund operations, so you can publish fund data and documents such as capital account statements, capital notices, distribution notices, quarterly reports to the portal without maintaining a separate system, making investor reporting a breeze.
It moves routine investor requests to self-service, so LPs pull their own statements, reports, and performance data whenever they need them and your team fields far fewer one-off emails, especially around quarter-end. You can also add Fundwave's AI IR agent, so even ad-hoc investor questions get answered without a team member stepping in.
Yes. You can brand the investor portal with a personalized URL, your firm's logo, colors, and the language of your choosing, so the experience feels like an extension of your own IR function rather than a third-party tool. Enterprise plans also support advanced identity and security controls, including custom SAML SSO.
An LP invested across several of your funds gets a single consolidated view spanning all of them, so they don't log in separately for each fund.
Fundwave's SOC2 audited investor portal is built into the same platform that runs your fund operations, so your LP-facing data doesn't have to be maintained in a separate system. Capital calls, distributions, investor allocations, fund performance, reports, and documents can all flow into one secure portal, giving investors a consistent view making it an ideal investor reporting software.
Fundwave can help migrate and backfill your existing investor and fund data during onboarding, including investor details and historical information needed for LP reporting. The process is designed to be straightforward, with bulk imports available for investor data and Fundwave's onboarding team helping with the migration.
Deliver an investor experience that sets your fund apart.