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Guide

The mobile investor experience

LPs live on their phones. Their fund reporting should work there too.

By SRM, Executive Director · Updated October 2026

Why do investors want a mobile app from their fund manager?

Because they check everything else on their phones. A native app puts capital accounts, performance, documents and notices two taps away, which increases how often investors engage with their holdings and reduces emails to investor relations asking for balances and documents.

What LPs use it for

Checking a capital account or unfunded commitment before a meeting; opening a statement or K-1; seeing that a distribution has been paid; reading the quarterly letter.

What makes a good one

The same live data as the web portal, not a copy; the same permissions; fast sign-in; documents that open cleanly on a small screen.

What it does for the GP

Fewer "can you resend" emails, a more institutional impression with smaller LPs and family offices, and a better experience at re-up time.

Questions

Does FUN/D have an app?

Yes — native apps for iPhone and Android.

About the author

SRM, Executive Director. Founder and lead designer of FUN/D.

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