Managed Transparency for LP's
WebLP is all about your firm, your corporate brand. It is about the value that you provide to your investors and the speed and accuracy in which you can publish information and respond to their requests. With WebLP, we (your provider) become invisible while the site is branded to match your corporate colors, logo, and content.
Raise the bar with equipped fundraising dashboards for both prospective and active investors and provide better quality and timelier reporting than your competitors. Stay in control by previewing results before they are published and pushing documents from PEO with one-touch processing.
Investor-Maintained Profile
Investor information including contact and wire information, communication preferences and report distribution information for capital call letters, distribution letters and reporting can be maintained by the Investor based on their security rights. Changes in information are reviewed by the GP before finalizing. Hence, Investors are empowered to maintain their own profile information, while the GP stays in control.
- Allow users to update wire info, contact info, and reporting roles based on their individual fund/investor security rights.
- Reduce calls from investors and prospective investors
- Use tools built for checks and balances to reduce mistakes and embarrassments
- Synchronize approved, user-changed data to PEO
Active Investor Electronic Data Rooms
Limited partners can access their own electronic data room through an Internet browser, allowing access to documents including capital call letters, distribution notices and tax returns or generated investor reporting. The data room’s quick-click checkboxes permit users to download or print multiple documents with a press of a button. One login handles any number of limited partners so that gatekeepers can manage multiple investors all at once.
- Push capital account statements, distribution notices, and asset reporting from PEO to WebLP with 'one touch' processing
- Upload K1s and other PDFs to PEO and synchronize to WebLP
- Role-based control of available information that is fully compliant with the latest privacy regulations.
- Manage who gets to see, download, and print information
- All core reporting is generated and previewed in PEO and pushed to WebLP on demand. This means that you can easily generate investor reporting/correspondence, preview it, and then publish to WebLP when you are ready.
Fundraising Data Rooms
Prospective investors are transferred to a prospective investor room where they can view documents in a secure fashion. The fundraising data room, along with all aspects of the WebLP portal, helps to sell your corporate brand.
- Monitor activities and be up to date with each investor, prospective investor and fund.
