Investor relations
Transparency your LPs can rely on
Deliver investor updates, capital accounts and reporting from one secure workspace — every figure traceable back to its source.
The challenge
Sound Familiar?
Common investor relations challenges
Ad-hoc requests
One-off investor questions pull the team away from the quarter's real work.
Report production
Quarterly reports are slow to assemble from scattered spreadsheets and inboxes.
Rising expectations
LPs increasingly expect fuller, more frequent updates between reporting cycles.
Distribution and tracking
Sending the right documents to the right LPs — and knowing who has seen them — gets messy.
How AltoaX helps
How AltoaX Helps
Purpose-built for investor relations
Self-service portal
Give each LP a secure portal to find their reports, statements and documents on their own.
Report compilation
Compile investor reports and capital accounts from source data, then distribute on your own schedule.
Performance dashboards
Give investors an up-to-date view of performance without a new email thread each time.
Secure sharing
Share documents with access tracking and watermarking, so you can see what's been opened.
Manage investor communications, reports, and document distribution
Capabilities
Built for Investor Relations
Tools for LP transparency
Investor Portal
Self-service access with capital accounts and documents
Report Generator
Branded PDFs with custom sections and visualisations
Document Management
Secure storage, sharing, and access tracking
Secure Messaging
Secure communication with stakeholders
See your LP reporting in one place
Book a walkthrough for your fund. No account is created until your request is approved.