Funds & LP reporting

Raise the fund, then report to LPs – from one data room

During fundraising, share the deck and PPM with prospective LPs behind an NDA and see who reads the track record. After closing, use rooms as an LP portal for quarterly reports, capital calls and K-1s.

LP interest during the raise

Which LPs read the track record, the terms and the team pages – and when.

NDA before the PPM

Prospective LPs sign online before confidential documents open.

LP portal

Quarterly reports, capital call notices and tax documents in rooms per fund or per investor.

Watermarked reports

Each LP sees their e-mail on every page.

Know who read the report

See which LPs opened the quarterly letter and follow up before the AGM.

Unlimited LPs

One team price – no per-investor fees.

How it works
1. Fundraising room

Deck, PPM, track record and DDQ behind an NDA.

2. Follow LP engagement

Prioritise LPs who read the terms and track record.

3. Reporting rooms

After closing, share reports and notices with all LPs or per investor.

Data rooms with NDA are part of the Unlimited plan ($174 per team per month) and the 3-day trial. Plans & pricing

FAQ

Funds & LP reporting – questions

Can each LP see only their own documents?

Yes – give each LP their own room or folder access for capital account statements.

Is there a limit on investors?

No – guests are unlimited on the Unlimited plan.

Is it a fund administration system?

No – HelpRange shares and tracks documents; keep your fund administrator for accounting.

Try it on your own documents

3-day free trial, then a free plan. No credit card required.

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