LPworks Personal

Your investments, within reach.

Your investments at a glance.
The paperwork made simple.

LPworks for individual investors.
Follow your funds, respond to meetings and download investment certificates.

Investment information is available only for funds using GPworks (formerly VCworks).

LPworks Personal Individual investors
Product screenYour investments, within reach.

01 / Your investments

Across fund managers.
All in your view.

Bring together the information you used to check fund by fund.

Fund performance & holdings

Review returns, investments and portfolios across your funds. Investment information is available for funds using GPworks, formerly VCworks.

02 / Meetings & documents

Less paperwork.
More peace of mind.

Review meeting agendas, sign electronically and find investment certificates by year.

Meeting responses & e-signatures

Review fund meeting agendas and related documents, then submit your vote with an electronic signature.

Investment certificate downloads

Issue and download investment certificates for tax-deduction documentation and review issuance history by year.

03 / On mobile

Check in.
Respond on the move.

Access fund and portfolio information and respond to meetings from mobile.

Your funds, close at hand

Use the mobile app to review fund returns, investments and meeting agendas. Search your app store for LPworks.

04 / Get started

An invitation to start.
Your email to sign in.

Create your individual investor account through an invitation from your fund manager.

Sign up from your invitation

Open your LPworks invitation from the fund manager, register and verify your email address.

Sign in with your email

Sign in with your verified email to view your funds and outstanding tasks.

YOUR NEXT WAY TO WORK

Take the next step in investment management

Talk to us about the right product and onboarding for your organization.