A Smarter Investor Portal for Private Funds
Clarity is a modern investor and client portal built specifically for private capital. Designed for fund managers, administrators, and investors, Clarity brings transparency, control, and efficiency to investors.
Clarity delivers secure access to fund information, reporting, documents, and communications in a single, intuitive platform.
All of this is backed by configurable approvals, permissions, and audit-ready logs with enterprise-level security.
Built for Modern Fund Operations
Unlike generic portals, Clarity is purpose-built for private investment structures, supporting both closed-ended and unitized funds with industry-standard reporting metrics.
Informative Dashboards
Role-Based Access
Approval Workflows
Audit-Ready Logs
Why Fund Managers Choose Clarity
Clarity helps fund managers deliver a better investor experience while simplifying reporting, communications, and operational oversight.
Clarity removes the ‘back-and-forth’ friction commonly seen in private funds.
- Centralize investor reporting and fund information in one platform
- Improve investor experience with secure dashboards and document access
- Reduce operational friction through structured reporting and communications
- Maintain governance and control with permissions, approvals, and audit logs
- Scale across multiple funds, structures, and investor groups
Investor Confidence
Clarity strengthens investor confidence by providing secure, transparent access to investment data, reporting, and documents in a single trusted platform.
Operational Control
Clarity gives clients and investors targeted control through configurable permissions, allowing the right people to access the right information while maintaining security and governance across the platform.
Secure Communication & Document Delivery
Clarity centralizes investor communications and document distribution, allowing clients to securely share reports, notices, and updates with delivery tracking and audit history.
Investor Permissions and Access
Clarity enables clients and investors alike to control user access at the fund, document, and information level, ensuring each user sees only the data relevant to their investments, while maintaining strict confidentiality and security.
Purpose-Built for Private Fund Operations
Clarity helps fund managers streamline investor reporting, communications, and data management through secure, structured workflows designed for private funds.
Centralized Data
Maintain a single source of truth for fund, investor, and client information—supporting consistent reporting, communications, and data accuracy.
Secure Document Delivery
Share investor documents through authenticated links with controlled access and full communication history.
Controlled Self-Service
Allow investors to update contact, tax, and banking information while maintaining oversight through permissions and approval workflows.
Streamlined Reporting
Structured reporting periods and approved valuation dates help ensure accurate, consistent investor reporting.
Secure Account Updates
within a secure environment protected by MFA and automated notifications
Support for Multiple Structures
Support both closed-ended funds with ILPA metrics and unitized or open-ended fund structures within the same platform.
Security, Authentication, and Permissions
Clarity protects investor data through strong authentication, configurable permissions, and governance controls that ensure the right users access the right information.
Secure Authentication
- Multi-factor authentication (MFA) with multiple redundant methods
- Secure login protocols protect account access
- User activity monitoring supports operational oversight
Customized User Access
- Fund access controls manage which funds each user can view
- Document permissions restrict access to specific document categories
- Investor information access limits visibility to relevant investor data
Contact Management
- Primary users can add and modify additional contacts
- Invite, reset and manage additional users
- Control which content users are permissioned to view
Dashboards that reduce back-and-forth
Clarity provides dedicated dashboards for Funds, Investors, and Clients, delivering targeted insights so each user can quickly access the information most relevant to them.
Clarity is built on proven cloud infrastructure with layered security controls appropriate for institutional investors.
Investor Dashboard
The Investor Dashboard provides investors with a clear, consolidated view of their investments and activity across all investee funds.
- View current holdings and commitments.
- View current transactions including subscriptions, capital calls, distributions.
- Monitor investor performance such as IRR, TVPI and dollar return.
- Access recent documents and communications.
- Visual charts for historical performance insights.
Fund Dashboard
The Fund Dashboard presents key information about each fund, giving users a structured view of fund performance and portfolio activity, for all prior reporting dates.
- View fund-level metrics including total return, total value and NAV per unit.
- Track paid-in capital, funded commitment and total distributions.
- Bank information and contact information.
- Access fund strategy, fund financials and fund level documents.
- Analyze industry-standard metrics such as DPI, RVPI, TVPI and IRR.
- Customized HTML containers giving a fund-branded experience.
Client Dashboard
The Client Dashboard gives fund managers a high-level overview of platform activity, approval workflows, and investor/users engagement.
- Monitor fund, investor, and user statistics.
- Track recent communications and notifications with real-time status.
- Identify pending approvals and outstanding actions.
- Review summary metrics across all funds with investor drill-down.
- View platform user status and activity logs.
- Address, contact, and external links readily available.
Approvals & Governance
Clarity incorporates a structured approval framework that helps ensure sensitive information, investor communications, and reporting updates are reviewed and validated before being released.
This framework is customized to the client’s workflow, ensuring that the efficiency is matched with security.
Information Subject to Approval
- Investor transactions.
- Investor reporting periods and valuation dates.
- Documents uploaded for investor access.
- Communication templates for document releasing and emails.
- Investor communications and reporting emails.
- System notifications sent to users.
Maker / Checker Workflows
- Client-configurable approval rules tailored to each organization’s governance requirements.
- Role-based approval permissions for transactions, documents, and communications.
- Two-step verification for changes to investor data.
- Option for automatic approval or secondary review, depending on the client’s control settings.
- Helps maintain data accuracy, operational oversight, and compliance across the platform.
Enterprise-grade security by design
Clarity is built on secure, enterprise infrastructure designed to protect sensitive investment data while supporting the reliability and governance requirements of private fund operations.
Secure Cloud Infrastructure
Clarity is hosted on Microsoft Azure, providing institutional-grade infrastructure trusted by global financial organizations.
- Hosted on Microsoft Azure’s secure cloud platform
- High availability architecture with redundancy and failover protection
- Continuous infrastructure monitoring and threat detection
Protected Data & Document Storage
Investor data and documents are stored using secure, encrypted cloud storage designed for financial data environments.
- Documents stored in Microsoft Azure Blob Storage
- Encryption in transit and at rest to protect sensitive data
- Secure authenticated access required to retrieve documents
Compliance & Auditability
Clarity maintains detailed records of system activity to support governance, compliance, and operational oversight.
- Comprehensive audit logs of user and system activity
- Approval history for reporting, documents, and communications
- Activity monitoring supporting internal controls and compliance reviews
Investment Data With Clarity
Clarity presents fund performance, holdings, and capital activity in structured, easy-to-navigate views—helping investors and managers quickly understand investor positions and results.
Investors and managers can view investor positions and capital movements across funds and reporting periods.
- View holdings and commitments by investor or fund
- Track capital calls, contributions, and distributions
- Access historical transaction records
Clarity presents industry-standard performance metrics in clear, structured reporting views.
- Net Asset Value and Total Value tracking
- IRR and return calculations across reporting periods
- ILPA standard performance (DPI, TVPI, RVPI)
- Investor-level and Fund-level performance views
Users can quickly navigate between high-level summaries and detailed reporting.
- Switch between investor and fund views
- Filter data by reporting period and fund
- Download reporting data in Excel extracts
Investor Profiles & Self-Service
Clarity allows investors and clients to manage key account information directly within the platform while maintaining oversight through controlled workflows and permissions.
Investor Profile Management
Investor profiles centralize key information needed for reporting, communications, and account administration.
- Maintain contact and organizational information
- Store tax details across jurisdictions
- Manage banking and payment instructions
Controlled Account Updates
Investors and clients can submit updates to their account information while maintaining governance and oversight.
- Request updates to contact, tax, or banking details
- Approval workflows can review changes before they are applied
- Notifications and confirmation records maintain transparency
Self-Service for Investors
Investor organizations can manage internal users who need access to investment information.
- Add or remove authorized users within their organization
- Control user access levels and visibility
- Ensure each user only sees relevant investment information
In-Portal Help
- Contextual help pages and tooltips available throughout the portal
- Guidance to help investors navigate dashboards, documents, and reporting
- Self-service resources that reduce support requests
Integrated Support Requests
- Submit support requests directly from within the portal
- Attach screenshots or additional details to help resolve issues quickly
- Route inquiries to support teams or client administrators
“View As” User Perspective
- Clients can view the portal exactly as investors see it
- Confirm permissions, document visibility, and reporting access
- Verify the investor experience before publishing updates
Secure Investor Documents & Data Room
Clarity provides a secure investor document and data room designed specifically for private funds—combining document management, granular permissions, and controlled distribution in a single platform.
Structured Library and Searchable
Store and organize investor documents in a structured, searchable data room designed for private fund reporting.
- Organize documents by fund, investor, or document category with bulk download
- Search and filter documents for quick retrieval
- Maintain a centralized archive of investor reporting materials
Permissions & Workflows
Clarity ensures investor documents are controlled and governed before they become visible to users.
- Apply granular permissions by fund, investor, or document category
- Restrict document visibility to specific users or groups
- Use approval workflows before documents are published externally
Secure Delivery & Tracking
Investor documents are delivered securely through the portal with full visibility into delivery and access.
- Distribute documents through secure authenticated portal access
- Send notifications when new documents are available
- Track document delivery, access, and downloads
Investor Communications
Clarity allows fund managers to communicate directly with investors through secure, targeted communications linked to reporting and document delivery.
Targeted Investor Communications
Send communications to specific investors or investor groups based on permissions and fund relationships.
- Target messages by fund, investor, or user group
- Deliver investor reporting notifications when documents are available
- Send platform notifications and announcements
- Emails can be sent from alternate or branded email addresses (e.g.,[email protected])
Structured Communication Templates
Clarity supports reusable templates that streamline investor communications and maintain consistent messaging.
- Create custom email templates for reporting updates
- Maintain consistent investor messaging across communications
- Allow client review and approval before sending communications
Communication Tracking & History
All communications are recorded within the platform to support transparency and operational oversight.
- Maintain a history of investor communications
- Track delivery and notification status (delivered, opened, clicked)
- Provide audit records of messages sent to investors
Customization & Branding
Clarity allows fund managers to deliver a fully branded investor portal experience, giving firms control over how their investors interact with reporting, documents, and communications.
Branded Investor Portal
Each client can present Clarity as a branded extension of their organization.
- Display client logos, and contact information throughout the portal
- Configure custom landing pages and investor dashboards
- Deliver a professional, client-branded investor experience
Flexible Portal Configuration
Clients can tailor the portal experience to match their operational needs.
- Control which features and pages are visible to users
- Configure navigation and portal layout
- Enable client-specific content and information pages
Custom Content & Messaging
Clarity allows clients to deliver customized information directly to investors.
- Publish client news, updates, and announcements
- Embed custom content, webpages, or media
- Provide fund-specific information and disclosures
Common Questions
Quick answers you can adapt for your website or sales deck.
Yes. Users can be permissioned to specific funds and document categories, and investors can add additional contacts as needed.
Yes. Clients can customize landing pages, embed external pages, insert HTML sections, and control menu options and page visibility.
Clarity includes configurable approval workflows (including maker/checker) so reporting dates, transactions, documents, and communications can be reviewed before external release.
Documents can be delivered via secure links and are only viewable after authentication. Documents are stored with encryption at rest and in transit.
Yes. Investors with holdings across multiple funds administered by Pinnacle can view all of their investments through a single secure login, eliminating the need to track multiple portals or credentials.
Yes. Clarity is designed with a responsive interface that works across desktops, tablets, and mobile devices, allowing investors to access their information wherever they are.
All investor information is stored in secure cloud infrastructure with strong encryption and access controls. Only authorized users can access fund data, and permissions can be configured at multiple levels.
Many legacy portals function as simple document repositories. Clarity is designed as a fully interactive investor experience.
Key differences include:
- Searchable investor documents and communications
- Interactive dashboards and performance analytics
- Role-based permissions and secure workflows
- Real-time investor notifications
This creates a more intuitive and transparent reporting experience for investors.
Yes. Clarity allows investors to manage certain aspects of their account information directly within the platform.
Depending on the permissions configured by the fund manager and Pinnacle, investors may be able to:
- Update contact details such as email addresses and phone numbers
- Submit changes to mailing addresses
- Update authorized contacts for their investor entity
- Submit updates to banking or tax information (subject to verification)
To protect investor security and maintain proper fund records, certain changes may require review and approval by Pinnacle before becoming effective.
This workflow ensures that updates are processed efficiently while maintaining strong controls over sensitive information.
