PEARonline’s investor portals speed up and secure your investor communications

Too many GPs and fund administrators still email sensitive, mission-critical fund documents to their LPs, despite the lack of security and risk of fraud. Why? Because investor portals are perceived as expensive and clunky. Since 2006, we’ve developed and refined PEARonline’s investor portals to make them fast and accurate. We’ve worked as GPs, so we understand that there is inevitably time pressure to get a document out, but at the same time you can’t afford to send one LP another’s K1.

"As a fund administrator, Langham Hall sends hundreds of personalized documents to our clients’ investors every week. The high degree of automation built into PEARonline helps us ensure that nothing ever goes to the wrong LP. We carried out extensive due diligence on PEARonline before we recommended it to clients, and we are very pleased we did."

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"As a fund administrator, Langham Hall sends hundreds of personalized documents to our clients’ investors every week. The high degree of automation built into PEARonline helps us ensure that nothing ever goes to the wrong LP. We carried out extensive due diligence on PEARonline before we recommended it to clients, and we are very pleased we did."

Andrew Read
Partner and Head of Asia, Langham Hall

Our simple and sensible pricing eliminates uncertainty over costs through the life of the fund, while our focus on private equity and venture capital means that everything you need is there with no unnecessary bells and whistles to complicate the service.

"Once you’ve done something on PEARonline once, you don’t need support – it is so intuitive."

"Once you’ve done something on PEARonline once, you don’t need support – it is so intuitive."

Alison Jackson
Finance Manager, MML Capital

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With PEARonline’s investor portals, you need...

Never worry about attaching the wrong file to an email again, with Automatic File Allocation

PEARonline’s Automatic File Allocation sends the right file to the right LP, every time.

A short code in the file name for each file tells PEARonline who it should go to. Double-check the code as part of your final review of the files, then you can upload dozens, or hundreds, of personalized capital calls, K1s, or capital accounts in minutes.

Never have to remember which contacts get which document types again

With PEARonline, you can specify which document types an individual LP contact receives.

Map those long lists LPs send you into PEARonline, then when you upload, say, a distribution notice for Investor X, it automatically goes to the right people.

Never struggle with LPs investing through multiple vehicles again

When an LP invests through multiple vehicles, or a consultant advises multiple LPs, it becomes a huge challenge to work with the generic VDRs that assume one-to-one relationships between documents and users.

We’ve cracked that problem with Distribution Lists, one per LP investing vehicle, that can send documents to some or all of your contacts at one or more organizations.

No more duplicated contacts, no more investors getting multiple copies of the generic documents, no more stress removing an LP contact from several places when they move jobs.

Never wonder if an LP got the capital call you emailed

Sometime emails get stuck in spam filters or lost in chaotic inboxes. If you rely on emails for your capital calls, you either have to wait and see if the money shows up on the due date, or request confirmation from each investor that they’ve got the message. PEARonline’s detailed activity reports let you check which LPs have downloaded a document, so you can focus on chasing the ones that haven’t.

Never worry about how much it will cost in year ten

Most generic VDRs are priced for the short term. You don’t know what will happen to the costs over the long life of a fund, and you don’t know how much those costs will rise as the volume of historical fund data builds up.

We understand, which is why we offer a fixed price per fund, subject to generous fair use limits, and why we fix the price for the life of the fund.

We think of a fund the way you do, so there is no extra charge for that “friends and family” feeder vehicle, and every fund includes a number of co-investment vehicles at no extra cost.

Never have to send out historic documents to your LPs again

We know what it’s like when you want to leave the office on a Friday evening and your biggest investor suddenly needs new copies of all of the fund’s capital calls from five years ago; we’ve been there.

PEARonline gives your less-organized LPs instant online access to all of their historic fund documents 24/7/365.

The best way to appreciate how PEARonline can enhance and secure your LP communication is to see it in action.

Our five-minute video shows you how quick and easy it is to set up an investor portal, send out personalized documents to your investors, manage your investor lists, and keep track of who has seen which document when. If you’d like to see a live group or individual demonstration, or contact us for pricing information or answers to specific questions, please follow the links below.

See what PEARonline can do for you

Sign up for a group or personal demo, see PEARonline in action and get answers to any questions you might have, or contact us directly.