Track performance, invest or redeem funds, review financial reports and subscription documents and more...
Investor Portal Overview
The Investor portal is the central hub for investors to view the performance of their investments, make additional investments or request redemptions, and review legal documents and financial reports.
Requesting a Redemption
The request a redemption workflow can be initiated if their investment is outside of the lock-up period. The workflow will prompt investors for the redemption amount and wire instructions for the return of capital.
Making an Additional Investment
The additional investment workflow will prompt investors to download the fund's wire instructions and fund their investment.
Historical Performance
The investment portal provides a record of each investor's historical return and investment and redemption history.
Financial Reports and Legal Document Repository
The Investor portal stores all historical financial reports published for investors. Additionally, you can find side letters, subscription booklets, PPMs, and operating agreements in the portal.
