Software designed to help emerging VC and PE firms growFIND OUT MORE
Access customizable investor dashboards, secure document sharing, and best-in-class investor communication tools via our out-of-the-box private equity investor portal software solution.Get Started
Allvue’s Investor Portal software stands out as a robust and powerful solution for general partners (GPs), providing an exceptional platform for investor relations and communication.
With over 90,000 users, our platform automates key investor notice generation and distribution, allows easy branding of your investor dashboard, and facilitates efficient tracking of investment activity and portfolio performance.
What sets Allvue’s Investor Portal apart:
We know that emerging managers and growing venture capital firms often need investor portal environments that can be stood up quickly to meet immediate investor needs. So we’ve designed a standalone investor portal solution that offers our robust functionality and customizability in an out-of-the-box package requiring minimal implementation.Get Started
Our investor portal software solution also seamlessly integrates with our back-office platform, offering streamlined functionality, reduced risk, and increased data integrity. With Allvue, a single source of data can flow into your Investor Portal from:
Because of this in-depth integration, our investor relations platform allows you to easily create notices and financial statements using direct data from our Fund Accounting solution, and then in the click of a button post those statements to the investor portal.Learn More
Create a fully branded investor experience with customizable design elements
Connect with an LP community over 90,000 strong, including some of the world’s leading endowments, foundations, pensions and institutional consultants
Investors can securely manage banking, FATCA, and communication preferences
Track investor access and interactions for improved investor relations and satisfaction
Designate communication preferences easily with an intuitive communication grid
Access vital data effortlessly with highly configurable dashboards
"Given Allvue's long history in helping GPs with their reporting needs, it was clear they know what LPs are looking for."
– Brian Murphy,
Built within Microsoft’s enterprise framework, Allvue’s Investor Portal solution leverages Microsoft SharePoint and Azure with a multi-layered security stack provided across physical datacenters, infrastructure, and operations. Allvue aligns with industry-specific compliance standards, such as SOC1 and SOC2.
This provides multiple benefits for our investor portal users, including:
Allvue’s investor portal is available both as a standalone solution, and as a key module in our fully-integrated private equity suite.
For emerging managers and growing private equity and venture capital firms, our standalone solution allows them to get moving quickly with a best-in-class solution that can meet and exceed their investors’ needs.
Additionally, because our solution can be fully integrated, it doesn’t back managers into a point solution they are likely to quickly outgrow. Instead, it offers a smooth and scalable pathway for growth so that they can build a tech stack on Allvue’s industry-leading platform while they build their company.
Allvue’s investor portal is highly customizable. Users can white label their portal with specific branding, logos, colors, and images for a look that accurately reinforces their company brand. Additionally, GPs can control content access with administration capabilities available directly within the portal. Finally, users can build intuitive, highly configurable dashboards that give limited partners access to the data points most important to them.
We believe our investor portal stands apart from the competition because:
We are built on Microsoft, which allows us to offer a cloud-based, intuitive environment that, unlike many of our competitors, doesn’t require costly upgrades.
Our solution requires minimal implementation time as opposed to many of our competitors who have lengthy and costly onboarding processes.
Our solution integrates seamlessly with our industry-leading platform. Allvue offers award-winning back-office solutions, including our best-in-class fund accounting software system. Our investor portal offers an entry-point into that ecosystem so that users can easily scale their tech stack along with their firm.
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Allvue’s industry-leading solutions can help your business break down barriers to information, clear a path to success, and reach new heights in alternative investments.