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Give every investor a clear, modern experience with customizable dashboards, secure document sharing, and automated communication tools, all delivered through our private equity portal solution.
Ashta.ai’s Investor Portal combines automation, intelligence, and modern design to transform how fund managers communicate with their investors. Purpose-built for private equity, private credit, real estate, and venture funds, the platform uses AI to generate investor notices, personalize communications, and maintain fully branded dashboards that match your firm’s identity. With real-time portfolio insights, automated document delivery, and transparent performance reporting, GPs can elevate every stage of the investor experience, giving LPs the clarity, speed, and confidence they expect in today’s private markets.
Customize your LP experience with a dashboard that mirrors your firm’s identity and elevates your digital brand.
Automate investor notices, track delivery, and maintain consistent, professional communication across all funds and vehicles.
Access clean, structured portfolio data backed by Ashta.ai’s AI-driven normalization engine for accurate, up-to-date performance reporting.
Tailor every touchpoint to your firm’s identity with customizable dashboards, branded document templates, and automated notices that look and feel like your team created them, all reinforcing trust and professionalism.
Engage seamlessly with your LP network across private equity, private credit, real estate, and venture funds. Ashta.ai centralizes investor interactions to help you build stronger, data-driven relationships.
Investors can safely upload banking details, tax documents, agreements and preferences. Every LP gets a secure portal for records, statements and fund documents protected with encryption and audit-ready controls.
Monitor LP engagement with AI-powered insights: document views, login patterns, commitment activity, and reporting interactions. Strengthen relationships and empower your team with actionable transparency.
Investors choose how they want to communicate, receive notices, and access documents through an intuitive interface built for clarity, whether they’re seasoned institutions or first-time private market participants.
Access performance data, capital account details, fund metrics, and document history through customizable dashboards. Designed for GPs, fund admins, and investor relations teams who need clean, reliable insights at a glance.
Ashta.ai’s Investor Portal helps fund managers deliver a superior, transparent, and secure experience for every LP. The platform gives investors a personalized digital environment where they can access documents, review performance data, and receive updates with confidence. Sensitive communications move off email and into a protected portal, ensuring accuracy, security, and professionalism across all investor interactions.
Ashta.ai enables fund managers to share capital account details, performance insights, notices, and fund documents with ease, giving LPs a clear, real-time view of their investment information.
With Ashta.ai, investment managers can generate and distribute investor notices, capital calls, distribution statements, and performance reports in minutes. Automated workflows replace manual processes, reducing operational burden while improving LP satisfaction.
Whether you are an emerging private equity firm or a multi-strategy asset manager, Ashta.ai simplifies communication at scale and enhances the quality and consistency of every investor touchpoint.
As private markets expand and investor expectations rise, fund managers need technology that delivers transparency, automation, and clean data without the complexity of legacy systems. Ashta.ai brings a modern, AI-driven approach to investor portals and fund operations, helping managers of all sizes operate with the speed and precision today’s LPs expect.
We’re confident Ashta.ai provides one of the most advanced and intuitive investor experience platforms on the market. It is purpose-built for private equity, private credit, real estate, incubators, and venture funds.
Book a Demo →Built with private-market best practices and automated workflows for notices, reporting, and document delivery — deployable without long implementation cycles or heavy IT support.
A secure, cloud-native platform with an expanding integration ecosystem, enabling seamless connections to fund admins, CRMs, accounting systems, banking partners, and internal data tools.
Consolidate capital account information, performance metrics, statements, tax forms, and quarterly updates into one structured environment with customizable dashboards for both GPs and LPs.
Automate capital calls, distributions, statements, and investor updates using Ashta.ai’s intelligence layer — ensuring accuracy, consistency, and faster turnaround for investor relations teams.
Whether you’re raising your first fund or managing multiple vehicles, Ashta.ai scales with your growth, offering transparent reporting and a consistent investor experience across every fund.
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