Getting Started

Overview

What the Nia LP Reporting Platform does and where to start.

The Nia LP Reporting Platform is a production platform for General Partners and fund managers. It brings LP reporting, policy governance and impact-investing guidance into one workspace.

What you can do

  • Run a complete LP reporting cycle — upload each LP's template, agree a KPI dictionary, collect and quality-check data from your portfolio, and generate each LP's template filled in.
  • Ask questions of Nia's knowledge base and your own documents using the Advisor.
  • Upload fund policy documents and run gap reviews against Nia best practice in the Policy Hub.
  • Invite team members and manage your fund from Settings.

What appears in your workspace depends on your plan — see Plans & tiers.

Getting oriented

  1. Signing in — how to log in and what to expect on first use.
  2. Your workspace — the layout, navigation and settings.

Then go deeper

If you want to…Start here
Run a reporting cycleLP Reporting overview
Ask questions of the knowledge baseUsing the Advisor
Manage and review your fund's policiesPolicy Hub

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