Pereview Investor Portal
The modern investor experience tailor-made for private markets
Providing investors with transparency to establish trust
Powerful simplicity
Transform overcomplicated user experiences with a simplified, self-serve design for investors to use anytime, anywhere. Easily request information updates, view performance, invested, and distributed capital, download documents, and more.
Instant reporting
Give fund managers access to key reports like fund returns, capital allocations, and distributions. Instantly view investor communication status and more.
Automate easily
Empower fund administrators with powerful workflow tools to make uploading and communicating capital calls, distributions, tax documents, and more to investors as easy as a click.
The modern experience powered by time-saving automation and AI
Personalized self-service
Give investors the ability to view investment and transaction data at their convenience in one platform, reducing the need for one-off support.
Instant performance visibility
Deliver personalized dashboards and downloadable reports like cash flows, debt summaries, valuations, and performance metrics.
Investor data
updates
Empower investors to request updates to all relevant information to keep critical information current.
Automate investor communications
Easily upload individual or sets of investor documents, use automation to parse, watermark, and post to the correct account.
Branded experiences to convey trust
Reinforce confidence with a branded experience from login throughout the portal that reflects your firm’s identity.
Investor activity logs and status
Fund managers can view communication history, activity status, and engagement insights in real time.
Role-based document sharing
Provide secure, role-based access to investment, tax, and account documents, relieving your team of low-value tasks.
Easy document access
Reduce tax-season bottlenecks. Investors securely download statements, tax forms, and investment documents whenever they need them.
Authentication and secure storage
Two-factor authentication, single sign-on, and SOC 2 compliance deliver secure authentication and financial-grade data protection.