Put investor minds at ease by letting them see and filter their distributions by investment, entity, and date.
Invite investors and prospects to be a part of your newer investments, by making it easier than ever to participate.
Provide investors with self-serving tools to reduce your team's workload and put their minds at ease.
Streamlined view of user’s investments grouped by entity.
Plus ability to change viewing options and filter documents in multiple ways.
Update Capital had a excellent user experience. The portal provided a clean, simple way for investors to access their needed data, statements and documents for multiple investments. That in combination with their competitive pricing put them over the top for us
.svg)