Peakstone Capital · Finance
Investor reporting portal
A white-glove investor portal that automated quarterly reporting for $2.4B AUM.
- Industry
- Finance
- Services
- Web Application, Custom Software, UI/UX Design
- Stack
- Next.js · TypeScript · PostgreSQL · AWS
- Timeline
- 6 months
- Region
- United States
3 wks → 2 days
reporting cycle time
89%
investor logins per quarter
50k+
documents served securely
0
SOC 2 findings at audit
01
The challenge
Peakstone's investor relations team assembled quarterly reports by hand — merging spreadsheets, generating PDFs, and emailing them to hundreds of LPs. It took three weeks each quarter and one mistake could reach the wrong inbox.
02
The solution
We built a portal where LPs see their positions, documents, and capital-account statements — permissioned to the entity level — with a reporting engine that turns fund-admin data into branded statements automatically.
03
Architecture & engineering
Strict tenant isolation with row-level security, watermarked document delivery, full audit logging, and SSO for institutional LPs. The design language mirrors Peakstone's print materials — restraint, typography, and hierarchy.
04
The outcome
Quarterly reporting now takes two days, 89% of LPs log in each quarter rather than requesting emails, and the platform passed its SOC 2 audit with zero findings.
“Our LPs notice the portal in the best way — it feels like us, and reporting week stopped being a fire drill.”
Services used
How we did it
Web Application Development
Fast, secure, scalable web apps — from MVPs to platforms serving millions.
Custom Software Development
Bespoke platforms, portals, and internal tools engineered for a decade of service.
UI/UX & Website Design
Conversion-focused design systems and websites that make brands feel inevitable.
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