For Introducing Partners
Real-time visibility on your introduced investors, their investments, and your commissions — no more chasing spreadsheets.
Common Challenges for Introducing Partners
Problems Stak is designed to solve.
How Introducing Partners Use Stak
A typical workflow from onboarding to day-to-day operations.
Portal Access
Log in to your dedicated partner portal with all introduced investors visible.
Track Investors
See commitment status, investment progress, and deal participation for every introduced investor.
Monitor Commissions
Entry fee and carry commissions auto-calculated from deal parameters in real-time.
Export Reports
Download commission reports per deal, per period, or per investor for your records.
Key Benefits
What introducing partners gain with Stak.
Investor Tracking
See every investor you introduced, their commitment status, and investment progress across all deals.
Commission Visibility
Entry fee and carry commissions calculated automatically from deal parameters. Updated in real-time.
Activity Feed
Get notified when an investor confirms, a PPS changes, or a document is generated for your introduced investors.
White-Label Portal
A branded portal for your firm where you and your team can track all introducing partner activity.
What Introducing Partners Get with Stak
- Dedicated external partner view in the portal
- All introduced investors visible in one dashboard
- Real-time commission calculations (entry + carry)
- Commission history with full audit trail
- Notification alerts for investor confirmations
- Document access for introduced investors
- Exportable commission reports
- Multi-deal tracking across the platform
Ready to Get Started?
See how Stak works for introducing partners in our interactive demo.