FAQsFAQs

You pay one fixed price with unlimited users and unlimited data, so growth never triggers a renegotiation. The platform is fully white-labelled and bespoke to your brand - your investors see you, not your logo parked on someone else's interface. You retain complete data sovereignty on every tier, not just the expensive ones, and the platform passes security and compliance reviews by design.

And behind it sits a fund marketing agency that works exclusively with alternative investment managers - not a helpdesk and a ticket queue.

Yours. Your logo, fonts, colours, imagery and domain. Your LPs never see our name. We handle the build; you take the credit.

Your data is securely stored wherever you choose. Regional hosting across multiple geographies on ISO 27001 & SOC 2-certified AWS infrastructure, aligned to your regulatory obligations rather than ours.

Nothing. Fixed price, unlimited users and storage. One fund or ten, 20 LPs or 200 - your cost doesn't move. No per-seat or per dealroom fees, no surprises at renewal.

We work as development partners, not vendors. If your workflow needs it, we want to hear it - our roadmap is shaped by the firms using the platform, and if it doesn't exist yet, we build it.

Profound, Dynamo, Backstop, Pinnakl, Satuit, HubSpot and the Microsoft stack, so data moves without manual exports. Running something else? Tell us; integrations are part of how the platform evolves.

BasisPoint Group, an award-winning creative studio fund marketing agency working exclusively with alternative investment firms. Your portal is designed to your standard - which is why it feels like a premium extension of your brand, not third-party software.

24/7 support from people who understand investment operations - not a script. Onboarding, ongoing account support, and a direct line to the team that knows the platform inside out.

Security is built into File4tress from the ground up. The platform is deployed on ISO 27001 and SOC 2-certified AWS infrastructure, with regional hosting options that support data sovereignty and regulatory compliance requirements.

Every File4tress deployment is configured around your firm's security, compliance and operational requirements, not a one-size-fits-all approach.

A virtual data room, or VDR, is a secure online platform for storing, sharing and managing confidential documents. Investment managers use virtual data rooms to support fundraising, due diligence, investor communications and regulatory compliance while maintaining complete control over who can access information. Unlike generic file-sharing platforms, a VDR provides granular permissions, audit trails, version control and enterprise-grade security for sensitive financial information.

A secure client portal is a private online environment where clients, investors or partners can securely access documents, reports and communications. For investment managers, a secure client portal becomes the central hub for investor reporting, capital call notices, fund documents, performance updates and ongoing investor communications. It provides a branded experience while protecting confidential information with advanced security controls.

A trustworthy investor portal is a secure, easy-to-use online platform which gives investors access to fund information, reports, documents and communications in one place. Instead of emailing files or relying on multiple systems, investment managers can deliver quarterly reports, financial statements, capital call notices and other investor updates through a single branded portal that reflects their firm's identity and professionalism.

Investor reporting software helps investment managers distribute reports, financial information and fund updates securely and efficiently. The best platforms go beyond document sharing by providing controlled access, investor engagement analytics, audit trails and branded reporting experiences. This improves operational efficiency while delivering a better experience for investors throughout the fund lifecycle.

A virtual data room is typically designed for short-term, transaction-based activities such as fundraising, mergers and acquisitions or due diligence. A secure client portal is designed for long-term relationships. It provides investors with ongoing access to reports, documents, communications and fund information throughout the life of an investment.

File4tress combines both. It delivers the security and control of a virtual data room with the branded, long-term experience of a secure client portal, allowing investment managers to support investors from initial due diligence through to ongoing reporting.

Yes. File4tress is designed to replace legacy virtual data rooms while providing significantly more value beyond a transaction. Our team works with you to plan the migration of documents, folder structures, permissions and user access from your existing platform. We configure your new environment around your workflows, branding and investor experience, ensuring a smooth transition with minimal disruption. Many firms choose File4tress not only to replace a legacy virtual data room, but also to consolidate investor reporting, secure document sharing and ongoing investor communications into a single branded platform.