Improving the Investor Experience (LP)
The investor portal offers numerous advantages, both for the Management Company (GP) and for the investor (LP).
It centralizes all the information that may be of interest to an investor: KYC information, subscription documents, reports (regulatory, ESG, management reports), data room, consultations and associated minutes, financial schedules, financial schedules, performance monitoring dashboards, etc.
The investor portal also allows LPs to digitally carry out key actions related to their current and future investments: transmission of documents, carrying out regulatory due diligence, electronic signatures.
Whether private or institutional, investors use this portal as a single entry point to reliable and up-to-date information.
Strengthen the security of internal procedures
Security is a key dimension of the investor portal. Investor portals are designed with particular attention to the protection of sensitive data. This data is encrypted and stored securely, minimizing the risks of privacy breaches.
Centralizing interactions and communications with its investors through a secure portal also makes it possible to avoid using emails or letters, which reinforces the security associated with the sending of sensitive information and limits the risks of phishing and identity theft.
Facilitate interactions between the management company (GP) and its stakeholders
In some cases, the investor portal can centralize several stakeholders: beyond the GP and the LP, it can be accessible to advisers (lawyer, accountant) who would like to check documentation, extract accounting elements, or consult the liabilities of a vehicle.
It can also make it possible to onboard intermediaries (wealth management consultant, family office, investment agent, third party marketer) who would like to access vehicle information in order to get their clients to subscribe to it.
Industrialize its operations
The investor portal makes it possible to centralize a large number of key stages in the life of the subscriber in a single space. It is through this that an investor discovers the products open for subscription, that he creates or updates his KYC data, that he electronically signs his subscription documents, and that he follows his portfolio, while having direct access at any time to the documentation associated with his activity as an investor.
Emails can be associated with these courses to best support portal users and empower them as much as possible in their actions.
By being at the base of all the actions carried out by the investor, the LP portal makes it possible to be in control of data throughout the value chain.
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