Stop emailing PDFs. Give your LPs a secure portal to access K-1s, capital account statements, and fund documents — automatically notified the moment you upload.
How It Works
No implementation fees. No onboarding calls required.
Set up each fund with name, strategy, and vintage year
Build your LP roster with contact info and EINs — assign to funds with a few clicks
Upload K-1s, capital account statements, quarterly reports, LPAs — any document type
Investors receive an email and log into their free Osprey account to download securely
Features
Enterprise-grade document distribution without the enterprise price tag.
Upload K-1s and fund documents to your secure portal. Assign to individual investors or share with all LPs in a fund. Investors are notified automatically.
Maintain a centralized LP roster with EINs, contact info, and W-9 tracking. Link investors to multiple funds easily.
Organize documents by fund with strategy, vintage year, and status. Upload per-fund or per-investor in bulk.
One-click invitations bring LPs onto the platform. They sign up free and see their documents immediately.
Documents are never exposed directly. Time-limited signed URLs ensure only authorized users can download.
Every upload, download, and access is logged. Know exactly who viewed what and when — critical for compliance.
Pricing
Pay for what you need. Scale as you grow.
Give your LPs a professional portal in minutes. Annual billing, no contracts.