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Limited partner software

For LP management
& investment performance reporting

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Core features of Zapflow's LP Portal

Real-time

Report access

Eliminate the chaos of scattered communication and document chasing. Zapflow's LP Portal empowers you to effectively manage your GP-LP relationships. Real-time collaboration ensures everyone stays informed, fostering efficient teamwork and seamless LP reporting.

 

Centralized

LP report creator

 Zapflow's LP report creator eliminates the stress of approaching deadlines. No more sending documents back and forth - you will instantly see who needs to do what and when. If you're responsible for LP reporting, you will thank us later. 

Visually appealing

LP Portal

Create customized and branded reports according to your investors' needs and preferences. Tailor emails, reports, and other documents, and personalize them with your brand. Efficiently share key documents with your investors and create visually appealing, easy-to-understand graphics to enhance communication.

Powerful

Secure access management

Maintain complete control over report access with Zapflow. Empower relevant stakeholders to edit, approve, and view your reports while ensuring strict access restrictions. Benefit from granular access control for both internal and external users.

 Generate private equity reports & nurture lp relationships from one single platform

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Automate & simplify
investment reporting

  • Use our LP report builder tool to create and share quarterly reports with specific recipients.
  •  Automatically distribute annual reports, ESG reports, and other essential information through the portal. 
  • Reports are built based on Invest Europe's guidelines but can be customized to suite your preferences.
  • For enhanced transparency, generate LP-specific capital accounts to provide tailored insight into their investments.
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Efficient LP management

  • Keep your Limited Partners informed with regular updates.
  • LPs have access to key information. They can view fund performance metrics, commitment details, fund multiples calculations, financial overviews, and capital account statements.
  • Efficiently craft surveys for your portfolio companies and LPs, ensuring accurate metrics with automated validation. 
  • Grant granular access rights. Ensure the right information reaches the right person by assigning read-only or edit rights and hiding specific segments as needed.

A comprehensive way to work

Benefits come together

Zapflow offers comprehensive suite of tools. Integrate LP Portal with modules like fund management, portfolio monitoring and deal flow to create seamless and efficient workflow for your investment team. Combining will support all your processes ensuring that every aspect of your investment management is covered.

 

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  • Strengthen LP relationships.
  • Automate investment performance reporting.
  • Simplify your operations.
  • Receive real-time updates on every process.
  • Create workflows that suites your needs.
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Unparalleled security & privacy

  • Zapflow's LP Portal provides a secure environment for sharing and viewing critical investor metrics.
  • Minimize the risk of data breaches with industry-leading security practices.
  • Zapflow adheres to the highest security standards, including GDPR and ISO 27001 compliances, giving you peace of mind.
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Promote and raise your next fund

  • Zapflow's LP hub adapts to your evolving needs, supporting multiple teams, funds, locations, asset classes, and diverse investor pools under various regulatory environments.
  • Streamline reporting routines, enhance data security, and showcase your professionalism with a user-friendly LP Portal. 
  • Foster lasting connections with clear communication and efficient relationship management, paving the way for future funding rounds.

FAQs

What is a Limited Partner in private equity?

a Limited Partner (LP) is an investor who commits capital to a fund, managed by a General Partner (GP). LPs are, often institutional investors, such as pension funds, or high-net-worth individuals. They provide the majority of the capital but remain passive, without being involved in daily management. The GP, or allocator, is responsible for making investment decisions and managing the fund's portfolio. LPs have limited liability, meaning their risk is capped at their investment amount. They earn returns through the profits generated by the fund's investments, subject to fees paid to the GP. The relationship and terms are outlined in a limited partnership agreement. LPs receive updates on the fund's performance through LP reports, which detail financial performance, portfolio updates, and other relevant information. 

 

What is a general partner in venture capital?

In venture capital, a General Partner (GP) is an individual or firm responsible for managing a venture capital fund. The GP acts as an allocator, making investment decisions, managing the fund's portfolio, and providing strategic guidance to the startups they invest in. GPs are actively involved in sourcing deals, conducting due diligence, and often hold board seats in portfolio companies. They earn a management fee and a percentage of the profits (carried interest) from successful investments. Limited Partners (LPs) provide the capital but remain passive, relying on the GP's expertise. The relationship between GPs and LPs is outlined in the limited partnership agreement, with LPs receiving regular updates through LP reports detailing fund performance and investment progress. 

 

What is LP portal?
LP portal is a secure online platform provided by a venture capital firm specifically for its Limited Partners (LPs). It acts as a centralized hub where LPs can access important information and updates about their investments. Through the LP portal, LPs can view detailed LP reports, performance metrics, financial statements, and portfolio updates. This platform enhances transparency and communication between General Partners (GPs) and LPs, allowing LPs to track the progress of the fund, review investment performance, and access documents and notices. The portal ensures that LPs have real-time access to critical information, facilitating better oversight and informed decision-making.
Is LP portal the same as LP extranet?
Partially yes. LP portal is similar to the LP extranet, as both serve as secure platforms for managing LP information. However, it's important to note that some data room providers market their solutions as extranets. Unlike data rooms, which are typically used for short-term information sharing during fundraising, our LP portal is designed for long-term engagement. It keeps LPs informed and satisfied, which can help streamline future fundraising campaigns and maintain ongoing relationships. 

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