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Investor Portal

EquityEffect Investor allows VCs to easily communicate with limited partners with the click of a button.

Ensure proper LP management using the easy-to-use investor portal.

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Simplify LP Communication

With the EquityEffect Investor Reporting software, GPs and CFOs can communicate as much (or as little) as they want with LPs.

  • Grant LPs real-time access to the latest numbers, including capital account figures.
  • Share information from the fund level to the individual company performance
  • Utilize secure data rooms to safeguard sensitive materials.
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Investor Portal
Valuations

Better Manage Data Access Across Team

Managing who has access to what level of information can be time-consuming. Using EquityEffect, data visibility becomes as easy as clicking a button.

  • Share as much information with your LPs from the GP view as you see fit – from performance data to company KPIs.
  • Show latest company news to keep LPs informed on news worth information.
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Hear From Our Customers

EquityEffect’s powerful what if scenario planning feature completely suits our VC needs, allowing us to easily create multiple investment scenarios and compare them side-by-side, eliminating the need for cumbersome spreadsheet calculations.

- Viola Ventures

Our cap table is complex, and EquityEffect’s platform handles it all - our financing rounds, certificates and employees’ options. Their automatic document generation workflow and electronic signatures saves us time and money, and eliminates errors.

- Clicktale

As all of our options, terminations and transactions are managed in EquityEffect, we know that the ASC 718 reports we create with EquityEffect are correct and have taken all factors into consideration, and can send them directly to our auditors. EquityEffect is a One Stop Shop for stock administration and accounting purposes – highly recommended.

- Kaltura

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