Nia LP Reporting Platform
Documentation for the Nia LP Reporting Platform — LP reporting, the Policy Hub, and the Nia Advisor.
Welcome to the Nia LP Reporting Platform documentation. The platform gives fund managers one place to collect portfolio data, fill in each LP's own reporting template, govern fund policy, and ask questions of Nia's impact-investing knowledge base.
What the platform does
- LP Reporting — upload each LP's template, build a single KPI dictionary, collect data from your portfolio companies, check its quality, and generate the LP's own template filled in.
- Policy Hub — keep your fund's policy documents in one governed library and review them against Nia best practice.
- Nia Advisor — ask questions of Nia's impact-investing knowledge base and your own uploaded documents, with citations behind every answer.
The reporting cycle in one line
Set up your LPs and their templates → agree a KPI dictionary and map each LP's fields to it → collect and quality-check data from your investees and your fund → generate the report in the LP's own layout.
How to navigate these docs
| Section | Audience | Description |
|---|---|---|
| Getting started | All users | Signing in, the workspace layout, and settings |
| LP Reporting | Fund users | The full reporting cycle, screen by screen |
| Advisor | Fund users | Asking questions, reading answers, usage allowances |
| Policy Hub | Fund users | Uploading policies and running gap reviews |
| Plans & tiers | All | What each plan unlocks |
| FAQ | All | Common questions answered |
| Support | All | How to get help |
| Operator console | Nia operators | Command Center: tenants, knowledge, intelligence, governance |
| Runbooks | Nia operators | Step-by-step operational procedures |
| Development | Engineers | Running the monorepo locally |
| Architecture | Engineers | How the system fits together |
Not every fund sees every screen. What appears in your workspace depends on your plan — see Plans & tiers.