Seraf / LP PortalFeature

LP Portal

Enhance transparency and communication with Limited Partners through a secure, data-rich portal — documents, capital calls, distributions, and reports in one place they can log into anytime.

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Built forFund ManagersGeneral PartnersFamily OfficesHybrid Funds
01 / Capabilities

A portal your LPs will actually log into.

01File Sharing

Share what LPs need. Nothing they don't.

Easily share investment details with LPs through a dedicated portal. Control permissions to ensure access to relevant files while keeping confidential documents private.

  • Per-LP, per-fund document permissions
  • Confidential files stay private by default
  • One upload, visible to every entitled LP instantly
DOCUMENTS · SHARED WITH LP
VisibleQ2 2026 Capital Account Statement
VisibleFund II — Audited Financials
PrivateSide Letter — Britten
VisibleQ2 2026 Investor Update
02Capital Calls & Distributions

Calls and distributions, tracked and shared.

Log capital calls and distributions as they happen and give LPs a running history they can check anytime — no more chasing down a PDF from three quarters ago.

  • Every call and distribution logged against each LP
  • Shared with LPs directly through the portal
  • Full call/distribution history per LP, always current
CAPITAL CALL · CALL #6
Concerto Fund II, L.P.
LP Commitment$2,500,000
Amount Due$125,000
Transaction DateSep 15, 2026
Remaining Commitment$1,850,000
03Automated LP Reporting

One click. A report, not a data dump.

Generate professional reports with one click. Customize insights through dynamic tearsheets and external reports, providing LPs with clear, actionable data for informed decisions.

  • Dynamic tearsheets, per LP or per fund
  • Externally-shareable branded PDF exports
  • Numbers pulled live — never a stale export
LP TEARSHEET · BENJAMIN BRITTEN
Net IRR: 18.2%TVPI: 1.28xDPI: 0.33x
02 / Why it matters

Better LP relationships, with less manual work.

Improved partner Satisfaction

Deliver a seamless LP experience with a modern, investor-friendly platform. On-demand access to key investment data strengthens transparency, engagement, and trust.

Manage Permissions & Access

Control LP access by selecting specific file categories to share. Confidential documents stay private while LPs get exactly the information they're entitled to.

Advanced Analytics On-Demand

Empower LPs with real-time portfolio insights and historical data. Clear visibility into performance enables smarter decisions and proactive engagement.

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