Getting LPs to use the portal
Launch it well, make it the only place documents live, and give investors an app.
How do you get investors to use an investor portal?
Make the portal the single place documents and balances live, send notifications rather than attachments, keep the same URL, make sign-in simple, and offer a mobile app — investors use what is convenient.
Launch
Announce with a short guide; keep the URL; pre-load history.
Make it the source
Stop emailing attachments; send notifications with a link.
Mobile
Investors check balances on their phones; a native app increases engagement.
Questions
Will older LPs use it?
Yes, when it's the only place documents are — with support for the first login.
Want to see this on your own fund?
Name and work email. A person replies within one business day, usually with times for a demo on a structure like yours.
Talk to us
Name and work email. We reply within one business day, from a person.
Sent.
Someone from FUN/D will email you within one business day. If it's urgent, call +1-212-658-0862.