For Investors

Your investments, your documents, your performance — all in one secure, branded portal. Updated in real-time.

Common Challenges for Investors

Problems Stak is designed to solve.

Receiving portfolio updates via scattered emails and PDF attachments

No single view of all PE co-investments across deal sponsors

Manually calculating returns and performance across deals

Waiting weeks for annual reports and confirmation letters

A typical workflow from onboarding to day-to-day operations.

Access your branded portal with 2FA authentication. Your data is always encrypted.

See all investments with real-time MOIC, IRR, NAV, and current value at a glance.

Access confirmation letters and annual reports instantly — no waiting for email attachments.

Receive notifications when PPS changes, new documents are available, or deal status updates.

What investors gain with Stak.

See all your investments with real-time MOIC, IRR, current value, and commitment tracking.

Download confirmation letters and annual reports — generated with your specific financial details.

Receive notifications when a PPS changes, a new document is available, or a deal status updates.

Review your portfolio on any device. The portal is fully responsive and optimized for mobile.

See how Stak works for investors in our interactive demo.