Guides
Practical, vendor-neutral guides built on the open registry. Every table is generated from live registry data.
How to choose an investor portal
A requirements checklist and vendor questions for GPs and administrators buying investor portal software, with live registry data on LP access.
Read the guideInvestor portal APIs and MCP servers: what an LP can actually use
Which portals offer an API, MCP server or SFTP, and whether an investor can get credentials or it is GP-side only.
Read the guideHow to automate capital call and distribution notices
The routes to collecting capital call and distribution notices from many portals, in order of preference, with a live table of each portal's channels and terms.
Read the guideCanoe Intelligence alternatives for LP document collection
After Bloomberg's acquisition of Canoe, the approaches to LP document collection compared, with questions to ask any provider.
Read the guideData rooms compared: API, MCP and investor access
Owner-side versus recipient-side access in data rooms, with a registry table of API, MCP, webhooks and investor access.
Read the guidePartner-only portal APIs: what investors can do instead
Why an investor needs no vendor contract when a portal API is partner-only, and the practical routes to capital call notices.
Read the guide