"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."
Engineered for effortless integration
Zero-trust security and true data ownership
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
Efficiency at scale
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
A branded experience investors will recognize
Benefits you can bank on
Two-way encrypted messaging
Talk to LPs, their accountants and lawyers without exposing threads to email or third-party servers
Batch statement delivery
Generate hundreds of PDFs in FundCount, push them to the portal in one shot—no drag-and-drop marathons
Real-time dashboard (single chart)
Investors get an instant snapshot of today’s headline numbers with clear single-chart visuals
Structured-data sharing
Send spreadsheets that feed each investor’s dashboard; they can export the raw CSV for their own models
Fund-administrator agnostic
Logo, colors and custom URL in minutes—not months
Mobile-first self-service
Investors can view, download or bulk-export from any device, anywhere
