• SmartIR

Investor Communications
with LP Portal

By using LP Communications to engage limited partners in a regular cadence of updates, alternative investors can improve and strengthen investor relationships. It provides essential visibility and security for LPs and streamlines the communication process using a secure channel.

The Problem

• Maintaining open, regular, and transparent lines of communication
• Secure communication channels for investment information
• Updates limited to physical or electronic mailings
• Fund information is not segregated at the limited partner level
• K1s are often late and not traceable

The Solution

For alternative investors who are seeking to improve their investor relations and communicate investment information through a secure channel, DocDep provides SmartIR. SmartIR is a management tool for sharing investor information, updates, and tax documents with limited partners.

• Online portal for limited partners to access all of their investment information
• Fund management segmented by fund or by limited partner
• Secure communications following strict DOD standards
• Automated emails when information is added into the system
• K1 automation and batch loading
• Document delivery verification
• Firm branding for added professionalism