Portal
LP investor portal your LPs will actually use
Self-service holdings, outstanding capital calls, sanitized deal visibility, and data room documents, with strict data isolation per investor.
Overview
LPs deserve clarity without calling ops daily
Limited partners ask the same questions: What do I owe? Where are my documents? What did I participate in? Email-based answers do not scale as funds and LP counts grow.
Overview
Branded portal on the same data as back office
secondri Investor Portal exposes holdings, commitments, action-required queues, and deal-scoped documents with portal-only permissions. LPs configure notification preferences; GPs control what each investor sees.
- Holdings summary and fund commitments
- Capital call pay workflow with wire acknowledgment
- Self-serve statements and tax documents
- Deal-scoped data room access with watermarked downloads
Capabilities
Holdings view
Portfolio exposure without exposing other LPs.
Action queue
Outstanding capital calls and required responses.
Deal participation
Sanitized deal status for relevant transactions.
Documents
Secure access to GP-uploaded and data room files.
Notifications
LP-configurable alerts for capital events.
Strict isolation
403 on cross-investor data, enforced server-side.
LP journey
- 01
Sign in
Portal-only role with optional 2FA.
- 02
Review
See holdings, calls, and required actions.
- 03
Act
Acknowledge wires and download statements.
- 04
Stay informed
Notification preferences for future events.
For GPs serving institutional and individual LPs
Reduce ops load while improving LP experience, especially alongside Fund administration.
Emerging manager solutionsCloud
Delivery
Multi-tenant
Architecture
API-ready
Integrations
SOC2-ready
Posture
Frequently asked questions
- Is Investor portal included in every secondri deployment?
- Module access depends on your package. Broker Stack teams typically enable trading, deals, and compliance together; Emerging Manager packages emphasize fund admin and the investor portal. Contact sales to map modules to your organization.
- How long does implementation take?
- Most teams begin with core workflows in days, then expand modules and integrations over subsequent sprints. We provide implementation playbooks and training for desk, ops, and IT stakeholders.
- Can we integrate with our existing OMS or CRM?
- Yes. secondri exposes REST APIs, webhooks, and CSV exports so you can sync orders, counterparties, and reporting outputs without a rip-and-replace project.
- Is secondri multi-tenant cloud SaaS?
- secondri is purpose-built as multi-tenant cloud software with tenant isolation, role-based access, and optional SSO for enterprise programs.
See secondri in action
Walk through a sample environment with your workflows, compliance checks, and reporting needs. Our team will tailor the demo to your desk or fund operations model.