Business type
Saudi GP-LP fund management and investor operations platform
All case studies
Saudi Fintech · GP-LP Platform
Investry GP-LP Fund Management Platform
A Saudi-based fund management platform designed to digitize the relationship between General Partners, Limited Partners, and administrators through secure onboarding, KYC workflows, fund subscriptions, investment tracking, portfolio management, real-time updates, and professional reporting.
Core problem
Fund administration, investor onboarding, KYC, subscriptions, commitments, portfolio tracking, and reporting were too fragmented across manual tools
Main outcome
A secure multi-role platform connecting Admin, GP, and LP experiences across the fund lifecycle
Business impact
Improved investor and admin confidence by bringing GP-LP onboarding, KYC, subscriptions, reporting, and fund operations into a structured multi-portal platform.
Investor portal structure
GP-LP lifecycle clarity
Admin reporting control
The challenge
The business friction
Fund management in Saudi Arabia requires a high-trust digital experience across multiple stakeholders. General Partners need visibility into funds, subscriptions, commitments, portfolio companies, investor relationships, and compliance status. Limited Partners need a clear portal for onboarding, KYC, fund participation, documents, and reporting. Administrators need oversight, permissions, exports, and operational control. Without a dedicated system, this lifecycle can become fragmented across email, spreadsheets, manual verification, and disconnected document workflows.
The solution
The system response
MASK AI built a modern GP-LP platform architecture with dedicated portals for Admin, GP, and LP users. The system supports invitation-based onboarding, organization-aware permissions, individual and corporate KYC flows, delegated reviewer workflows, fund and investment management, subscription capture, acknowledgements, side-letter handling, portfolio company tracking, live notifications, and professional PDF/Excel reporting. The product combines a polished investor-facing experience with the operational depth needed by fund managers and administrators.
Capability map
What the system covers
Built around the operational jobs that matter: intake, product experience, workflow control, visibility, and follow-through.
Dedicated Admin, GP, and LP portals
Invitation-based LP onboarding
Organization-aware role-based permissions
Individual and corporate KYC workflows
Delegated KYC review and progress tracking
Fund creation and investment management
Investor commitment and subscription workflows
Acknowledgements and side-letter handling
Portfolio company and ownership tracking
Token-authenticated real-time updates
PDF and Excel reporting exports
Secure JWT authentication with HttpOnly cookies
Operating path
How the system flows
GP-LP fund lifecycle
Admin, GP, and LP workflows connect onboarding, KYC, subscriptions, investments, and reporting.
08 stages
01
Admin Creates Fund
02
GP Invites LP
03
LP Onboarding
04
KYC Review
05
Subscription Workflow
06
Investment Tracking
07
Portfolio Reporting
08
Admin Oversight
Technology
Stack and architecture
The engagement combined product interface work, workflow logic, and implementation tooling around the operational needs of the project.
- React
- TypeScript
- Vite
- TailwindCSS
- Node.js
- Express
- MongoDB
- WebSockets
- JWT Auth
- PDF/Excel Reporting
