LemonEdge Investor Portal

Give investors and stakeholders secure, real-time access to data, fund notices, statements and reports and remove the need to email, with the LemonEdge Portal.

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Customisable dashboards, reporting and document sharing

Our investor portal provides GPs, LPs, and Advisors with a flexible, secure and web accessible place to share sensitive fund documents and related information. Deploy bespoke dashboards, announce news, and share documents in both directions and scale your investor relations management.
Protect Sensitive data

Reduce the burden of email

Sharing sensitive information via email is a security risk and an inconvenience. LemonEdge’s Portal enables self-service, while providing accurate and real-time information in a secure way.

A native portal solution, that’s fully brandable

Our brandable portal is native to LemonEdge, meaning it hasn’t been bolted on using a third-party solution. As such, it doesn’t suffer from interfacing or compatibility issues, and we have the freedom to customise the default style based on your preferences.

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See the future of fund accounting

Just some of what we’re excited to show you:

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Collate data from any source with intuitive tools.
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Eliminate multiple-entry bookkeeping.
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Create fund structures in minutes.
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Instant scenario analysis across your portfolio.
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Search and report on any data point.
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Interrogate real-time General Ledgers.
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Integrate custom calculations and waterfalls.

Tell us about you and your firm, and we’ll come straight back to you to schedule a personalised demo.

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A proven alternative to legacy systems

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"LemonEdge has proven market-leading capabilities that will enable the continuing evolution of our operations to become agile, efficient and able to add further value to our investors.”

Guillaume de Malliard, COO and Partner at Astorg Group

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ROYC and LemonEdge sign strategic partnership

February 20, 2024
Jamie Nascimento
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Frequently asked questions

Is the LemonEdge portal secure?

Yes, the portal has the same full IT security as the main accounting/admin system, indeed it is designed/built on the same architecture.

How do LemonEdge documents/data get to the portal from the main accounting/admin system?

As the portal is designed/built on the same architecture as the main system that common technology is used to upload main system documents/data to the portal.

Is the portal included in the cost of the main LemonEdge fund accounting/admin system?

No, the portal is separately priced, based on numbers of users/funds.

How are portal users/passwords managed?

The portal is accessed using email addresses of users.  Those email addresses together with the associated user IDs/passwords are managed on the main system, using the same industry standard IT security technology.  The details are automatically communicated to the portal ready for investors/stakeholders to use.

How are portal groups managed?

Groups of portal users are managed centrally on the main LemonEdge system.

How is the LemonEdge portal customised to your needs?

Customisation of the portal is normally actioned by the LemonEdge implementation team working with you, though it is possible for users to be trained to undertake further customisations themselves.

How do investors upload external documents (such as their KYC/AML details) to the portal?

Depending on the precise documents to be uploaded the LemonEdge team will work with you to upload external documents.

Still have questions?

Request a demo and we'll answer them.