Investment history
Track investments and exits by fund, date and instrument, including follow-on rounds and changes in investment terms.
Institutional and corporate LPs
Go beyond the report.
See your investments clearly.
Investment management for institutional LPs.
Connect funds, portfolios and cash flow from your perspective.
LPworks Institutional and corporate LPs
Product screen
Portfolio monitoring
Beyond the fund.
Into the portfolio.
Bring manager reports and detailed company information into one view.
Portfolio updates
Use managers’ ad hoc reports to identify important company developments and emerging issues.
Business performance & investment thesis
Review investment rationale, business progress and post-investment monitoring for portfolio companies.
Financial statements over time
Review portfolio-company financial statements by reporting date to understand their financial position.
Review & decisions
The context you need.
In one place.
Use connected information from new investment reviews through fund meeting responses.
Investment committee reports
Review investment terms, co-investors and exit plans together in investment committee reports.
Review & respond to fund meetings
Review agendas with related fund information and upload a scanned response without a separate email process.
Commitments & funds
Today’s capital call.
The full history behind it.
Connect capital calls, cumulative transactions, fund information and certificates.
Capital call details
Quickly find the amount, bank account and other details in capital calls from managers.
Cumulative transaction history
Review past contributions, distributions and cumulative amounts to inform future commitments.
Fund overview
Review a fund’s investments and financial statements alongside contributions and distributions.
Contribution certificates
Request certificates after contributing capital and manage document exchanges with managers directly in LPworks.
Cash flow planning
See what comes in.
Plan what goes out.
Plan liquidity around expected contributions and distributions.
Monthly cash flow plans
Compare monthly capital contributions and distributions to understand expected cash inflows and outflows.
Fund-level plans & cumulative amounts
Inspect each fund’s planned contributions and distributions, cumulative amounts and detailed transactions.
BI & analytics
Your data.
From an LP’s perspective.
Shape your data into charts and shared dashboards.
Flexible charts & shared dashboards
Aggregate system data like a pivot table to create charts. View and share current dashboards inside LPworks without signing into a separate BI tool.
Valuations over time
Track portfolio valuation changes through time-series charts.
Ownership-adjusted portfolio views
Recalculate data by your ownership share to understand your actual portfolio exposure and allocation.
LPworks mobile
Your investments.
Wherever you are.
Keep fund and company information close on mobile.
Funds & portfolio composition
Review fund returns and key metrics alongside allocation and portfolio composition statistics.
Company details & meeting agendas
Access company investments, financial statements and business information on the move. Mobile voting is available in LPworks Personal.
YOUR NEXT WAY TO WORK
Take the next step in investment management
Talk to us about the right product and onboarding for your organization.