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LP portal & report builder

For LP management
& investment performance reporting

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Core features of Zapflow's venture capital Portal 

Centered

Investor communications

Avoid the hassle of scattered documents and email chasing by centralizing all communication within Zapflow's LP Portal. GPs can streamline their GP-LP relationships by consolidating conversations, updates, and reports in one place to ensure timely and organized interactions with LPs. 

 

Systematic

Data sharing 

Our platform allows GPs to securely share essential portfolio updates, capital account details, financial metrics, and other relevant data with LPs. This systematic data sharing increases transparency and ensures that LPs have quick and easy access to the information they need.

Customizable

LP reporting

Increase LP satisfaction by creating reports that align with their specific investment goals. Zapflow provides highly customizable reporting options that allow GPs to tailor reports that meet each LPs unique needs and preferences while ensuring compliance with regulatory requirements.

Granular

Permission control 

GPs can manage who has access to which documents through Zapflow’s granular permission settings. This ensures that sensitive information is only visible to authorized individuals. You can grant access to relevant investors to edit, approve, and view your reports while ensuring strict access restrictions. 

nurture lp relationships & Generate private equity reports 

from one single platform

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Efficient LP management with real-time communication

  • Keep Limited Partners (LPs) consistently informed with regular updates via Zapflow's LP Portal. 
  • LPs can easily access key information like fund performance metrics, commitment details, fund multiples calculations, financial overviews, and capital account statements when ever they need.
  • Effortlessly craft and distribute surveys for your portfolio companies and LPs. These surveys ensure accurate metrics with automated validation. 
  • Assign specific access rights through the portal to ensure that only the right individuals have access to sensitive data. Use read-only or edit permissions to maintain control over shared content, and hide segments as needed for enhanced confidentiality.
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Automate & simplify
alternative investment reporting

  • Use Zapflow's LP report builder to automate the creation and distribution of quarterly, annual, ESG, and other vital reports, ensuring accurate and timely delivery to specific recipients.
  • All reports are built based on Invest Europe's guidelines but are fully customizable to suit your unique preferences while meeting regulatory and compliance demands of alternative investments.
  • Improve transparency and trust by generating LP-specific capital accounts. These tailored reports offer a personalized view into each LP's investments, ensuring they receive clear insights.

Integrated investment management

Benefits come together

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

 

Talk to expert
  • 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 & access control

  • Zapflow's LP Portal provides a highly secure environment for sharing and viewing sensitive investor data, keeping all key metrics and financial information safe.
  • Minimize the risk of data breaches by implementing industry-leading security practices, like encryption, multi-factor authentication, and continuous monitoring to protect your data.
  • Zapflow adheres to the highest security protocols such as GDPR and ISO 27001 compliances to ensure protection for your data and give you peace of mind.
  • Manage access rights with precise, role-based access controls. Grant view-only or editing permissions and hide specific information or parts from certain users. This ensures sensitive data is shared only with authorized individuals while keeping other information hidden.
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Strengthen fundraising and & investor engagement with a centralized platform

  • Zapflow's LP hub adapts to your evolving needs by supporting multiple teams, funds, locations, asset classes, and investor pools. It offers GPs a single platform to manage complex investor relations and reporting needs across diverse regulatory environments.
  • Simplify your reporting routines by gathering all investment, portfolio, and fundraising data into one place and showcase your professionalism within a user-friendly LP Portal. 
  • The LP Portal facilitates clear, ongoing communication with investors, strengthening relationships by providing transparent investment performance metrics. Seamless communication helps GPs maintain investor trust and secure future capital commitments.

  • Our platform helps GPs track investor activity, engagement, and key performance metrics, paving the way for future fundraising efforts and ensuring investors stay aligned with the fund's goals.

 

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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