Give investors a white-labelled diligence portal.
Create reviewed diligence packs in Mandate and share them through your own branded investor portal—including the funder-defined fields you choose to disclose.
Investor reporting without attachment sprawl
Investor reporting should look polished without losing control of the underlying record.
Mandate connects each investor pack to the review and approval process behind it—keeping its scope, evidence, exceptions, limitations and access clear.
Without a shared workflow
Investor packs are rebuilt from changing spreadsheets, reports and source files.
Attachments circulate without a reliable record of who accessed which version.
Portfolio data, supporting evidence and stated limitations become separated from the summary.
With Lexivoa
Each pack has a defined scope, reporting date, review route and frozen version.
Funder-defined fields selected for investor reporting become part of the pack.
Named recipients retrieve approved material through a secure, white-labelled portal.
How it works
Build the pack. Freeze the record. Share it through your brand.
Define the pack
Choose its scope, reporting date and content, including the funder-defined fields selected for investor reporting.
Review the record
Check evidence completeness, mandate exceptions, warnings and stated limitations before release.
Approve and freeze
Complete the review route and preserve a versioned snapshot with its frozen checksum.
Share through your brand
Give named recipients secure portal access and retain their view and download activity.
Operational impact
A polished investor experience. A controlled internal record.
White-labelled delivery
Give investors a dedicated experience presented through the funder's own brand, without exposing the internal Mandate workspace.
Reporting shaped around your strategy
Include the approved portfolio information and funder-defined fields relevant to the reporting audience.
A clear access history
Set recipient permissions and expiry, then record views and downloads against each named user.
Built around the people doing the work
One controlled reporting route for every approved recipient.
Use the same governed pack workflow for investors, auditors, co-investors and other authorised reviewers, while tailoring what each recipient can access.
Investor relations
Deliver approved portfolio reporting through a consistent, funder-branded experience.
Fund managers
Connect investor reporting to the same governed operating record used internally.
Investment committees
Review the scope, evidence, exceptions and limitations behind each reporting snapshot.
External reviewers
Retrieve only the frozen packs and schedules explicitly granted to their organisation.
Part of Lexivoa Mandate
Prepare in Mandate. Present through your brand.
Mandate prepares, reviews and preserves the approved reporting snapshot. Your white-labelled portal gives authorised recipients secure access without exposing internal operations.
Get Started
Ready to see Lexivoa in action?
Tell us who you are and we'll create your prospect workspace, route your request internally, and come back with the right walkthrough.