Integrated investor journey

A seamless, branded investor portal from onboarding to reporting. Elevate your investors’ experience with one-stop access to data, documents, and performance insights.

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Poor experience, lost trust, and missed opportunities

Investor communication in private markets is often outdated and fragmented. Firms rely on scattered emails, PDFs, and data rooms, making it hard for LPs to stay informed or find key information when they need it. Onboarding and updates are manual and inefficient, creating frustration on both sides. Without a central platform, the investor experience lacks transparency, consistency, and the modern digital access today’s investors expect. This not only strains relationships but also increases operational burden and risks missed opportunities for engagement.

Modernize investor relations with a single, secure portal

AssetMetrix integrated investor journey delivers a branded, all-in-one portal that transforms how you engage with investors. From onboarding to final distribution, LPs gain 24/7 access to performance data, documents, and tailored dashboards, all in one secure, intuitive space. The platform simplifies communication, reduces manual tasks, and empowers your team to deliver a transparent, professional experience at every step of the investor lifecycle.

Turn investor expectations into competitive advantage

Engage with ease. Impress with access.
Offer your investors a digital experience on par with public markets. They get a personalized portal where they can see their investment performance, download reports, and stay informed whenever they want. This transparency and ease of access build confidence and stronger relationships.
Cut the admin. Keep the connection.
By empowering investors to self-service (download statements, check returns, etc.), your team faces fewer one-off information requests. You spend less time on manual and repetitive queries, this frees your investor relations and ops teams to focus on high-value work instead of administrative follow-ups.
Centralize the investor experience
All investor-related information lives in one secure portal. Capital calls, distributions, quarterly reports, tax documents, everything is organized for them. Investors no longer need to search through emails or worry they missed an update, the latest documents and data are always at their fingertips.
Access for the right eyes, every time
The portal employs robust role-based access controls, so each investor only sees what they should . You can confidently share sensitive information knowing it’s restricted to authorized eyes. Two-factor authentication and encryption safeguard the data. Meanwhile, you maintain a full audit trail of who accessed or downloaded what, making a supervisory audit from regulators (e.g. BaFin, FINMA etc.) a walk in the park.

Branded investor portal

Deliver a portal that carries your firm’s branding and identity. Investors log in through your website and experience a seamless extension of your company, powered by AssetMetrix behind the scenes. All features are white-label, reinforcing your brand’s professionalism.

Real-time portfolio views

Give investors instant insight into performance. Interactive charts display their IRRs, MOIC, cash flow history, and more, updated in real time from the underlying data. Investors can toggle between metrics or zoom into specific periods, getting answers without waiting for the next quarterly letter.

Central document vault

Every important document is stored in one place, no file-size email issues or missing attachments. From legal agreements to distribution notices, documents are tagged and searchable. Investors receive an alert the moment new content is available and can retrieve historical documents anytime, enhancing transparency.

Activity notifications

Keep investors in the loop automatically. The system notifies users for key events, for example when a capital call is posted, when a distribution is paid, or when a new report is uploaded. These timely updates ensure investors never miss critical information about their investment.

Custom reporting & self-service

Anticipate investors’ questions by providing on-demand reports. Our portal can host custom report views (e.g., an investor-specific cash flow forecast or exposure breakdown). Investors can run certain reports on their own, with parameters they choose, directly in the portal, reducing back-and-forth with your team.

Branded investor portal

Deliver a portal that carries your firm’s branding and identity. Investors log in through your website and experience a seamless extension of your company, powered by AssetMetrix behind the scenes. All features are white-label, reinforcing your brand’s professionalism.

Deliver a portal that carries your firm’s branding and identity. Investors log in through your website and experience a seamless extension of your company, powered by AssetMetrix behind the scenes. All features are white-label, reinforcing your brand’s professionalism.
Real-time portfolio views

Give investors instant insight into performance. Interactive charts display their IRRs, MOIC, cash flow history, and more, updated in real time from the underlying data. Investors can toggle between metrics or zoom into specific periods, getting answers without waiting for the next quarterly letter.

Give investors instant insight into performance. Interactive charts display their IRRs, MOIC, cash flow history, and more, updated in real time from the underlying data. Investors can toggle between metrics or zoom into specific periods, getting answers without waiting for the next quarterly letter.
Central document vault

Every important document is stored in one place, no file-size email issues or missing attachments. From legal agreements to distribution notices, documents are tagged and searchable. Investors receive an alert the moment new content is available and can retrieve historical documents anytime, enhancing transparency.

Every important document is stored in one place, no file-size email issues or missing attachments. From legal agreements to distribution notices, documents are tagged and searchable. Investors receive an alert the moment new content is available and can retrieve historical documents anytime, enhancing transparency.
Activity notifications

Keep investors in the loop automatically. The system notifies users for key events, for example when a capital call is posted, when a distribution is paid, or when a new report is uploaded. These timely updates ensure investors never miss critical information about their investment.

Keep investors in the loop automatically. The system notifies users for key events, for example when a capital call is posted, when a distribution is paid, or when a new report is uploaded. These timely updates ensure investors never miss critical information about their investment.
Custom reporting & self-service

Anticipate investors’ questions by providing on-demand reports. Our portal can host custom report views (e.g., an investor-specific cash flow forecast or exposure breakdown). Investors can run certain reports on their own, with parameters they choose, directly in the portal, reducing back-and-forth with your team.

Anticipate investors’ questions by providing on-demand reports. Our portal can host custom report views (e.g., an investor-specific cash flow forecast or exposure breakdown). Investors can run certain reports on their own, with parameters they choose, directly in the portal, reducing back-and-forth with your team.