Live dashboard
Contributed capital, P&L, YTD return, all-time performance, and the investor’s share of top holdings, current as of the last lock date.
LP Portal
Give your LPs a live portal, not a quarterly PDF.
Investors log in and see their holdings, gains and losses, documents, and tax returns from the same ledger you run the fund on. On the web and in the Easefolio app, with lock dates if you control the publication window.
Live
Holdings and performance
iOS + Android
Investor app included
Lock dates
Daily, weekly, monthly, quarterly
All featuresLP Portal
What you get
Everything your LPs ask for, before they ask.
Documents and tax returns
Statements, K-1s, sub docs, and notices surfaced to the right investor automatically, permissioned and audit-logged.
Mobile app
The same investor view on iOS and Android, with Face ID sign-in and 256-bit encryption on every session.
Lock dates you control
Publish daily, weekly, monthly, or quarterly. The calculation runs continuously; investors see the locked figure.
Investor and GP confidence
One login, two sides of the same book.
Investors and fund managers work from the same real-time ledger. The number the investor sees is the number in your books, because it is the same number. No exports, no re-keying, no waiting on a statement.
- Investor view: contributions, P&L, YTD, and all-time returns
- Fund manager view: every position with value, weight, and AUM
- Every subscription, redemption, and trade in one running record
- Performance charted from inception with any window from one month to all-time
- Managers invite investors; no public signup wall
Questions
Common questions about lp portal.
Can I control what investors see and when?
Yes. Lock dates fix the published figures to your reporting cadence, and permissions control which documents and data each investor can access.
Is the portal branded?
The portal and mobile app present your fund and your documents to your investors. Ask us about branding options during a demo.
Do investors need a separate login for the app?
No. The same credentials work on the web and in the Easefolio app for iOS and Android.
Get started
Show your LPs the portal.
Book a demo and see the investor and fund manager views side by side, live from the same ledger.