If you’re starting with a new business, you can get going in a matter of days. You could have your first deal published and all of your LPs invited within 1 week if that’s an urgent need, but the best time to get started is at least 4 weeks before your first raise.

If you have past or active deals, even dozens of them, you can roll out the red carpet for your LP investors with a completely up-to-date portal with our data migration service. With this service, our team takes your existing data from K-1s, subscription agreements, offering memorandums, distribution notices, and other reports and brings it all into the portal. So, when your investors log in for the very first time, they’re going to see the entire portfolio.