Investment Mgmt

PrivyDocs

Investment Management

Your LP reports say a lot about your fund. So does how you share them

Distribute factsheets, quarterly reports, and memorandums with professional branding, per-investor watermark, and engagement analytics.

Every quarter you send performance reports to your LPs. Factsheets with your track record to prospects. Investment memorandums with numbers that cannot circulate freely. And the way to do it is still an email with a PDF attached.

But consider this: do you know if your LP read the quarterly report? Or if they forwarded it to a third party without your consent? Do you have evidence that your factsheet didn't end up in the hands of the competition?

The problem of distributing reports like newsletters

Quarterly reports with performance data forwarded to unauthorized persons
Factsheets with your track record circulating uncontrolled in the market
Investment memorandums downloaded and stored on personal devices
No way to know which LPs actually read the report and which ignored it
Unprofessional delivery experience: a generic email with a heavy attachment

Institutional distribution with full traceability

PrivyDocs transforms the way you communicate results to your investors. Each document is delivered with your fund's branding, customized watermark, and analytics that tell you exactly who read it.

Dynamic watermark {email}

Each LP sees the report with their email as a watermark. If someone leaks it, you know exactly who it was.

Branded workspace

Create a reporting portal with your fund's logo, colors, and custom domain. Institutional experience.

Analytics per investor

Know which LP opened the report, how much time they spent, and which sections interested them. Information for your IR team.

BYOS (Bring Your Own Storage)

Connect your own AWS/GCP/Azure storage. Your documents never leave your infrastructure.

Quarterly distribution flow

Upload the report and configure the workspace

Upload the quarterly report PDF to your branded workspace. Add factsheets and supplementary materials.

Configure watermark and access

Activate watermark with the LP's {email}. Restrict access via domain whitelist or specific emails.

Distribute with a single link

Send the link to your LP list. Each one receives their automatically watermarked version.

Analyze engagement and report

Review which LPs read the report. Use that data for your IR calls and annual meetings.

Your fund's image extends to how you communicate

A quarterly report sent as a PDF attachment says something about your fund. A report delivered in a branded portal with watermark and analytics says something entirely different. Professionalism, security, and attention to detail.

Distribute like an institutional player. Measure like a data-driven GP.

Ready to professionalize distribution to your LPs?

Start for free.

Start for free