How Investor Login Works
Investment Raise uses passwordless authentication for limited partners. There is no password to create, remember, or reset. When an LP wants to access their portal, they enter their email address on the login screen and receive a one-time secure link. Clicking that link logs them in immediately.
Sessions remain active for 30 days on trusted devices, so investors who log in regularly will not need to request a new link every visit. Mobile browsers are fully supported — the magic-link flow works on iOS Safari, Android Chrome, and all major mobile browsers without requiring an app download.
Managing Distributions
From the Distributions section of your GP dashboard, select New Distribution to create a distribution event — for example, a quarterly dividend or return of capital. Give the event a clear name and date so investors can identify it in their history.
Assign the distribution amount for each investor in your fund. Attach supporting documents such as a wire confirmation or tax documents (K-1s, for example) directly to the event. When the distribution is finalised, send notifications to all affected investors with a single action. Each LP will see a full distribution history in their investor portal, including amounts, dates, and any attached documents.
Uploading Documents
Supported file formats are PDF, DOCX, XLSX, PNG, and JPG, with a maximum file size of 50 MB per upload. You can upload documents in two places: within a specific deal (to build a deal data room) or in the central Documents library (for fund-level materials).
Documents are access-controlled. When a file is linked to a deal, only investors who have been granted access to that deal can view or download it. Investors with no access to a deal cannot see its documents, even if they are active users of your portal. Use descriptive file names and organise documents by deal or investor to keep your data room easy to navigate.
Common Questions & Troubleshooting
- I did not receive my verification email. Check your spam or junk folder first. If it is not there, return to the verification screen and click the Resend button. A fresh link will be sent to your email address. Make sure the address you signed up with is correct before resending.
- An investor cannot log in. Confirm that the email address on their investor record in your Investors list is spelled correctly. If it is wrong, update it and resend the invitation. If the address is correct, use the resend invitation option on their record so they receive a fresh magic link.
- How do I update my company name or portal URL? Go to Settings → Company. From there you can edit your company display name and, if you need to change your portal subdomain, update the slug. Note that changing the slug updates your portal URL immediately, so inform your investors of the new address if you make this change.
- How do I cancel my subscription? Navigate to Settings → Billing and use the contact support option on that page. The support team will process your cancellation request and confirm the effective date.