The operational edge behind confident investors
Our Services
Who it’s for: Smaller funds or managers who need help with basic recurring tasks.
Services included:
Monthly investor reporting
Payment / distribution tracking
Capital call support
Basic loan performance dashboards
Who it’s for: Funds with multiple investors, more loans, or quarterly LP communications.
Services included:
Everything in Tier 1
Investor onboarding & document management
Custom dashboards & performance tracking
Capital call + distribution processing
Ad-hoc reporting or investor requests
Who it’s for: Funds with complex portfolios or managers who want a fully hands-off operational partner.
Services included:
Everything in Tier 2
Full loan tracking & risk analytics dashboards
Comprehensive investor statements & reporting packages
Audit-ready documentation & compliance support
Regular review calls / strategic operational recommendations
OUR STORY
Investor Edge exists to remove the operational burden from fund managers through clear reporting, reliable processes, and responsive support. As a boutique firm, we provide hands-on attention and tailored workflows that help funds operate confidently without getting lost. We handle to boring stuff so you can focus on what matters.
Interested in Services?
Send us a message
Pricing is customized based on your fund’s structure and operational needs, including the number of investors, portfolio complexity, reporting frequency, and level of ongoing support. Services are provided on an ongoing basis and invoiced monthly at an agreed rate. Budget is always a consideration—if you have specific constraints or need a mix of services across tiers, select Custom Offering and let us know what you need. We’ll design a solution that fits.