Investor Connect is the CapLinked solution for investor reporting.

The new feature automates the entire process of splitting a single PDF document into individual reports for each investor. Our cloud-based solution is secure and auditable, perfect for capital calls, K-1 Reports, fund updates, and other reporting functions.

Here’s how Investor Connect  can help you:

  • •  Track if/when investors view their reports.
  • •  Save time splitting your files and emailing to each investor.
  • •  Investors only have to check one place for all of their reports.
  • •  Standardize the reporting process while utilizing your existing workflow.

Investor reporting has never been easier or more secure. Here’s how it works:

1. Select your files

2. Reports are created and available to preview

3. Reports are published and investors receive notification.