Give every investor a white-labeled portal with real-time portfolio visibility, documents, and transaction history. No more PDF attachments, no end-of-quarter chaos — your LPs get the transparency that drives re-commitments.
Each investor sees a personalized view of their commitments, performance, documents, and transaction history across all your funds.
From first login to ongoing monitoring — the portal handles the full investor experience lifecycle.
The portal your LPs interact with carries your identity — not PoliBit's. Custom domain mapping means investors access their portfolio at investors.yourfund.com, and every page reflects your logo, color palette, and brand voice. From login screen to quarterly report, the experience belongs to your firm.
White-labeling goes beyond cosmetics. Your compliance team controls which data fields are visible to which investor types. Your IR team configures the document taxonomy and notification cadence. Your operations team sets the approval workflow for report publication. PoliBit provides the infrastructure; you control the experience.
For managers serving a global LP base, the portal supports multiple languages — allowing each investor to navigate in their preferred language while viewing the same underlying data. Combined with multi-currency display, this means a Mexican family office and a European pension fund can both access the same fund's data in the format most natural to them.
Each capability is designed around the transparency, access, and reporting standards that institutional investors evaluate during operational due diligence.
IRR, TVPI, DPI, and RVPI calculated continuously as transactions post — not just at quarter-end. LPs see since-inception performance alongside quarterly and annual views. Performance charts show NAV progression, J-curve evolution, and distribution pacing against the fund's projected timeline.
Every document type — quarterly reports, K-1s, capital call notices, subscription agreements, side letters — is stored in a structured repository with version control and audit trail. New documents published by the fund manager trigger instant notifications. LPs can download individually or in bulk, and document retention policies ensure compliance with your fund's record-keeping requirements.
Tax packages are computed per investor based on their allocation, entity structure, and jurisdiction. Documents are published to the portal as soon as they're approved — available for download months before traditional mailing cycles. Investors receive notifications when new tax documents are ready, reducing the support volume your IR team handles during filing season.
LPs choose their preferred reporting currency and see all performance metrics, transaction histories, and capital account balances converted automatically using configurable FX rate sources. The portal clearly labels base currency versus display currency, and LPs can toggle between views to understand FX impact on their returns.
The portal is designed for access from any device — desktop, tablet, or phone. Family office principals reviewing performance on a flight, institutional allocators pulling data during a meeting, or individual investors checking distributions from their phone all get a fully functional experience without a dedicated app installation.
See where a purpose-built LP portal outperforms the alternatives fund managers typically use for investor communication.
“Transparency is no longer a nice-to-have — it's how LPs decide where to allocate. Managers who make portfolio data accessible in real time will win re-commitments. Those who still email quarterly PDFs will find themselves competing for capital against firms that don't.”
Through PoliBit's white-label investor portal, LPs get 24/7 access to capital deployment status, NAV updates, distribution schedules, and document repositories. The portal provides real-time dashboards showing committed vs. deployed capital, investment-level performance metrics, and automated notifications for capital calls and distributions — all accessible via web browser or mobile device.
A white-label investor portal is a fully customizable, branded platform that fund managers deploy under their own company identity. PoliBit provides the infrastructure — real-time portfolio views, document management, distribution tracking, and investor communications — while the portal displays your logo, colors, and domain. Your LPs interact with your brand, not PoliBit's.
PoliBit automates the entire LP reporting workflow: NAV calculations run automatically based on your fund's methodology, quarterly reports are generated with real-time portfolio data, tax documents are produced for each investor, and distribution notices are sent with detailed waterfall breakdowns. Fund managers review and approve reports before they're published to the investor portal.
Yes. The investor portal supports multi-fund views, allowing LPs to see aggregated performance across all their commitments with your firm. Each fund displays its own NAV history, IRR, TVPI/DPI multiples, and distribution history. LPs can drill down into individual fund details or view a consolidated portfolio summary.
See how fund managers are delivering institutional-grade transparency with PoliBit's investor portal.
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