One system for every LP workflow, across every fund
Book a demoFrom first close to final distribution, Brio handles every LP workflow across your funds and SPVs, so your team can scale without scaling the back office.
For your team
Every investor workflow, finally in one place
Brio centralizes your LP and vehicle data and runs it through every workflow your team touches. No more reconciling, re-entering, or hunting across tabs.
Built for the full fund lifecycle
- Run fundraising, subscriptions, capital calls, and distributions from one place: your LP data flows through all of it automatically
- Track unit transfers and manage multiple closings without rebuilding your records each time
- Send LP communications from inside the same system
- Compliance and audit trails built in, not reconstructed after the fact
- User permissions and access controls so your team sees what they need
- LP engagement analytics so you know who's opened what before you pick up the phone
Onboarding and fund subscriptions
Capital calls and distributions
Quarterly & annual reporting
LP email messenger
Compliance approvals and checks
Bulk document upload
Fundraising and data rooms
For your investors
Your LPs will notice the difference
Brio powers a branded investor portal that works across your entire portfolio. Your LPs get one login, consistent communications, and a professional experience.
What's included:
- Branded portal and emails that look like and sound like you
- One secure login across multiple funds, entities, and shared accounts
- Self-serve document access so LPs find what they need without asking you
- Personalized, timely communications sent from your system automatically
- Transparent reporting so LPs aren't left waiting for updates
Digital KYC subscription
Personalized emails and preferences
Bilingual portal & emails
Performance dashboards
Shared accounts
Centralized documents
Your data
A single source of truth that’s fully yours
Your LP data lives in a dedicated, encrypted database and it flows automatically into documents, communications, and reports that Brio generates.
What you get:
- Encrypted, dedicated database
- LP data reused across vehicles: enter it once, use it everywhere
- Auditable records with export control
- Designed to work alongside fund administrators, accountants, and external service providers
SOC 2 Type II Certified
Enterprise-grade security controls
Bilingual portal and emails
Full data ownership
What changes when you
have a real system
Without Brio
Subscription docs emailed as PDFs, tracked in a spreadsheet
✓
Subscriptions sent, signed, and logged in one workflow
LP database across three files, reconciled by hand
✓
One LP record used across every vehicle automatically
Notices drafted by scratch each quarter
✓
Capital calls generated from your data within minutes
Gets a data dump and figures it out
✓
Fund admin receives clean, organized exports
Records created at audit time
✓
Audit trail built-in from day one
LPs ask where their tax slip is - you go looking
✓
LPs log in and find their documents themselves
Ready to see the difference firsthand?
Get in touch with our team
Frequently asked questions
We’re here to answer
your questions
What does the GP back-office include?
Everything your team needs to run LP operations end to end: fundraising and data room, LP onboarding and KYC, subscription and signature processing, capital calls and distributions, document generation, an LP ledger, fund admin integrations, and a full compliance audit trail. All connected in a single source of truth.
How does Brio handle capital calls and distributions?
Notices are generated directly from your LP data. Brio calculates each LP's amount, sends the communication, and logs exactly who was notified, when, and what was sent. For more complex situations, LP-level data can also be imported.
What can LPs do in their portal?
LPs access a white-labeled portal under your brand where they can view their document library (LPAs, subscription agreements, tax slips, and more), review capital call and distribution notices, access portfolio reporting, renew their KYC, and message your team directly. They can also review new investment opportunities and subscribe to funds online.
How does Brio integrate with my fund administrator?
Brio works alongside your fund admin, not in place of them. It handles the day-to-day LP layer, covering onboarding, communications, and compliance, and sends your fund admin clean, structured data exports. If you manage accounting internally, Brio integrates just as smoothly with your in-house team.
How does Brio handle KYC and compliance?
Compliance is built into every workflow, not bolted on afterward. Brio was designed with a Chief Compliance Officer for an Exempt Market Dealer GP, which means every onboarding, KYC renewal, document action, and capital call generates a logged, traceable record. Your full audit trail is always ready if a regulator comes calling.
Is LP data secure, and who controls access?
Brio is SOC 2 Type II certified, and all LP data is owned by you, not us. GPs control what each LP sees in their portal, with granular user permissions across the platform. Every action is logged.
Get in touch
Whether you’re curious about features, pricing, or what Brio could unlock for your team, we’re here to help.
Book a demo to see how Brio handles your specific fund structures and LP operations.
Book a demo to see how Brio handles your specific fund structures and LP operations.
Audrey Ostiguy
Founder & CEO
Andrew Collins
Head of Sales
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