Investor portals

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.

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.

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.

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.

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.

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.