"Our clients are more technology savvy than ever before and expect immediate access to reports and documents. FundCount Online Portal is just one example of how FundCount continues to stay one step ahead of our needs."
Vishal Shah, Director of Accounting and Valuations at Beacon Fund Services
Every file, message and metric is protected by bank-grade encryption and MFA. Because the portal runs as a single-tenant application—on your private
cloud or on-prem— FundCount employees can’t touch or see your data, and neither can anyone else. You stay GDPR-compliant and audit-ready by design
Batch uploads, batch downloads and batch investor invitations cut hours out of quarter-end. Automated report distribution keeps inboxes clear and allocates your staff to higher-value tasks—no ticket backlog, no late-night sprints
Talk to LPs, their accountants and lawyers without exposing threads to email or third-party servers
Generate hundreds of PDFs in FundCount, push them to the portal in one shot—no drag-and-drop marathons
Investors get an instant snapshot of today’s headline numbers with clear single-chart visuals
Send spreadsheets that feed each investor’s dashboard; they can export the raw CSV for their own models
Logo, colors and custom URL in minutes—not months
Investors can view, download or bulk-export from any device, anywhere