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LP contacts

Add the people at each LP who receive report sets and can sign in to the LP portal.

An LP is an organisation; LP contacts are the people at that organisation who receive your reports. Every LP contact becomes a recipient of every report set for the fund and can sign in to the LP portal with their email address. You manage them once, per LP, on the Funds screen.

Where to manage them

  1. Open Funds, click the fund, and switch to the LPs tab.
  2. On the LP’s row, click the Manage LP contacts icon. A small badge on the icon shows how many contacts the LP already has.

The same popup opens from LP Reporting: in a set’s Recipients dialog, the Manage LP contacts icon next to an LP opens it. Edits made there update the LP everywhere, not just that set.

Add a contact

The popup lists the LP’s current contacts as chips. Below them is a search box.

  1. Type a name or email. Matching contacts from your Contacts list appear; click one to add it.
  2. If nobody matches, click Add ”…” as a new contact. The New contact form asks for Full name, Company (search, or type a new name and add its Company website), Email and Language.
  3. Click Add contact.

The person is saved to Contacts with the type LP and added to this LP immediately. A company typed here is created in Network.

Remove a contact

Click the remove control on a chip. The person stays in Contacts; they simply stop being an LP contact for this investor and are no longer a recipient of the fund’s report sets. Published documents they could see through this LP disappear from their portal.

Language

Each contact has a Language: English, Japanese or Chinese. It decides which version of the publish notification and of report reminders that person receives. Set it here or when adding the contact on the Contacts screen. See Publish and notification email.

What LP contacts get

  • They are recipients of every report set for the fund, automatically. You can still remove a specific person from a specific set in that set’s Recipients dialog.
  • They can sign in to the LP portal by requesting a sign-in link with the email on their contact record. There is no separate portal invitation.
  • Their views and downloads of report documents are recorded in the access log.

Tips

  • Emails must be exact. A contact with no email cannot sign in or receive notifications.
  • Contacts are firm-wide, so the same person can be a contact at an LP that has committed to several funds. Add them on each fund’s LPs tab.