Private Equity Administrators are delighted to be officially launching their new investor portal and you don’t even need to be a client to enjoy its functionality!

Having written earlier blogs about the importance of communication and transparency with your clients and investors, PEA wanted to ensure they were giving investment managers the most up to date tools in which to communicate with their stakeholders.

Every private equity, real estate and infrastructure manager understands the importance of a continued dialogue with their investors and will communicate regularly via a number of routes. However, the sheer scale of communications can make it difficult to manage the large quantity of information available. In addition, access to historical data for the purposes of audit and due diligence enquiries is sometimes an arduous process.

PEA have taken the opportunity to look in detail at how we can enhance the investor experience. Take a look at how we’ve considered the alignment of interests between the private equity manager, fund investors and the portfolio company management. Our response is accessible, user friendly information at a prudent cost:




  •     Road shows
Bespoke logons allow potential investors to access  confidential marketing, due diligence and legal information irrespective of time zone
  • Client due diligence & investor data
Integrated secure data room, holding the latest CDD and FATCA classifications, along with expectations for CDD renewal timelines. See what due diligence was last supplied, when, and what will be required in the future dependent on an investor’s risk rating
  • Quarterly financial reporting
Visual dashboard of data showing charts, graphs and key tables of financial information

Storage of all historic reports in a downloadable form

  • Annual accounts
Fully downloadable and accessible annual reports
  • Valuation updates
Embedded links to portfolio company websites, executive summaries and key performance data give valuation updates a new edge on transparent reporting
  • Email correspondence
Can all be stored in your personal data room and   accessed 24/7/365
  • Annual   investor conferences
Retain video footage, presentations and   documentation to share with your investors interested parties

If you wish to receive a demo of our new portal, please feel free to call James in Guernsey or Peter in Denmark:

James Orrick / +44 1481 730988 /

Peter Toyberg / +45 70 20 40 61 /

Further reading:



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