Enterprise investor portal.
Without the enterprise price.
Real-time portfolio access, institutional-grade metrics, and secure document delivery for your LPs. At a fraction of what legacy platforms charge. Purpose-built for PE fund structures from day one.
In production
Three views. One platform.
Every person gets exactly the access their role requires, scoped at the database level, not just the UI.
Every investor sees only their data
Each LP logs into their own secure portal and sees their investments, documents, and performance metrics. No IR call required.
- Real-time portfolio overview
- IRR, MOIC, DPI, RVPI & TVPI metrics
- Position-level holdings with lockup tracking
- Document vault with read tracking
- Built-in investor FAQ
IR teams see only their assigned book
Account reps get a scoped view of their clients: every investment, every document, every interaction. Not a single record from another rep's book is visible.
- Full client book in one place
- Document activity monitoring
- Proactive unread-doc visibility
- Single source of truth per client
Firm leadership sees everything
Every fund, series, LP, rep, and document in one dashboard. The visibility to run the firm, not react to it.
- Cross-fund aggregate analytics
- User and permission management
- Document distribution controls
- Authentication audit logging
What you stop doing
Firms that implement TidalCap retire these workflows on day one.
- Manual document distribution via email
- LP data requests and portfolio questions handled by the IR team
- Spreadsheet-based investment tracking
- Disconnected systems for fund reporting and LP communication
- Quarterly reports and K-1s delivered as email attachments
- Cross-fund position reports assembled by hand
- PDF summaries produced manually before every client call
- Email lists compiled by hand for LP communications
- Unfunded commitment and capital call balances tracked in spreadsheets
- Routine investor questions that a self-service portal already answers
Everything that was manual, reactive, and time-consuming becomes automated, self-service, and always available.
Security built into
the foundation.
Every investor sees only their data: their investments, their documents, their returns. Access is enforced at the database level on every query, automatically, with no exceptions.
Row-Level Security
Enforced at the database engine level, not application logic. Even a misconfigured query cannot return data that violates a user's access policy.
Encryption at Rest and Transit
AES-256 for all stored data. TLS enforced on every connection. Nothing travels unencrypted between database, server, and client.
Authentication Audit Logging
All logins, logouts, password changes, and token refreshes are automatically logged with timestamps and user identity.
Enterprise-Grade Infrastructure
Built on SOC 2 Type II certified infrastructure. TidalCap runs on this certified foundation; the platform itself does not hold an independent SOC 2 certification.
Your brand.
Our infrastructure.
TidalCap is deployed under your firm's brand. Your investors see your logo, your name, and your colors. They never see TidalCap. Every touchpoint with your investors is an extension of your firm's reputation. A professionally branded portal signals operational maturity and builds the trust that keeps LPs coming back for the next raise.
Fully branded portal
Your logo, your firm name, your colors. Investors experience a portal that is entirely yours, with no third-party branding anywhere.
Implementation handled for you
Your existing LP data, fund information, and document library are migrated into the platform. Your team's only job is to provide the data and show up for the handoff.
No TidalCap branding visible to LPs
The portal is yours. The technology powering it is ours. Your investors will never know the difference.
Ready to see it live?
A demo takes under 20 minutes. References from firms currently on the platform are available on request.