Product updates

LP Portal: Single source of your LP information

November 8, 2023

min read

https://vestberry.webflow.io/blog/lp-portal

All your investment data. One clear picture.

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Key Takeaway

Store and quickly access any information about your LPs such as contact, tax or legal documents.

Categorize and organize LP files based on vehicle or fund level, file category and access rights.

Create LP records in bulk with the option to copy data from a spreadsheets.

Invite all your relevant LP contacts to the LP portal to enable faster collaboration.

You decide which files stored in the LP portal to share with your LPs and which to keep private.

Your LP contacts will get access to their own LP interface with files shared with them.

Automation beats manual processing

 Manual document handling creates errors and friction that modern VC teams can eliminate.

Essential LP information always at hand

Keep a “phone book” containing all your LP information in Vestberry, and have it readily accessible whenever needed. Easily export any of your LP information and share with your fund administrator.

Convenient file sharing with LPs

Say goodbye to the hassle of searching through emails, folders, or endless back-and-forth email exchanges. Invite your LPs to the Vestberry LP Portal and securely share any files with them. Invited LPs will have access to a dedicated LP interface within Vestberry, where they can view a history of all the files that have been shared with them.

Manage file categories and access

When inviting your LPs, you can choose which file categories they should have access to, ensuring you share only the relevant files. Not all files in the LP portal have to be shared with your LPs. Make specific files private and visible only to you.

Vestberry

VESTBERRY is a portfolio intelligence platform helping VC firms manage their capital smarter. Our clients make better investment decisions faster thanks to streamlined internal processes and data clarity.

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