Contacts & accounts
A single view of each investor, whether they hold in a personal name, through a company vehicle or via a family office. Holdings roll up across accounts, so the whole relationship reads from one page.
Contacts, accounts and holdings in one register: commitments, capital in and current value for every investor, with a portal that shows each LP only what is theirs.
book a demoFrom the first meeting to the raise, the commitment, and every statement after: one record per investor, rather than a trail of spreadsheets.
A single view of each investor, whether they hold in a personal name, through a company vehicle or via a family office. Holdings roll up across accounts, so the whole relationship reads from one page.
Offerings with a target, and a running list of prospects from first introduction to funded. Expected amounts by stage show how much has been committed and how much remains to be raised.
Share a curated document set with a prospect and see who viewed and downloaded each document, and when. Sharing a data room automatically records the prospect against the raise.
Each LP sees their own portfolio, statements, notices and documents, and can generate their own report on demand. They see only what has been shared with them, never another investor's positions.
Investor decisions happen in email: commitments, wire confirmations and changes of bank details. labrador reads the thread and proposes the corresponding change, with the evidence alongside; your team accepts, edits or dismisses it. The work becomes deciding, not re-typing.
See how labrador keeps contacts, accounts and positions current, and how the portal shows each LP only what is theirs.