The Praetura Investor Portal enables you to easily view your Praetura portfolio online, from anywhere in the world.
Investors can view and monitor the performance of their investment over time. As an investor, you can view the latest valuation of your portfolio and other information, online. As an adviser, you can view your clients’ holdings in one or multiple Praetura Ventures funds, and access key information all in one place.
An investor’s view of the Praetura Investor Portal.
What is the Praetura Investor Portal?
Our free and secure investor portal provides access for both investors and advisers to various services and support tools. Features include:
- Latest valuations, with a full portfolio breakdown
- Contract notes
- Quarterly reports
- Trading updates on each individual company
- EIS5 & EIS3 certificates available
- Transaction summaries, including fees and trades
Why does the Praetura Investor Portal exist?
We wanted to provide investors with a way to view their portfolio whenever it suits them. Our investors wanted access to accurate and timely information on their portfolio quickly and easily, so we set up the Praetura Investor Portal. By removing the barriers between investors and their own data, we can make for a more transparent and seamless investor experience.
Is it easy-to-use?
Designed with both novice and experienced investors in mind, the Praetura Investor Portal is very straightforward. Simply log in to view your holdings in the fund. You can then filter by individual investment and access key documents and paperwork from anywhere in the world.
How do I sign up?
Shortly after applying to invest with us you will receive an email with a link to sign up to the Praetura Investor Portal. Simply fill in your details and set your password, and then you’ll be able to log in.
What about my other investments?
The Praetura Investor Portal is designed to integrate investments across different Praetura Ventures funds. If you choose to invest with Praetura Ventures again in the future, you’ll be able to see all of the funds you’ve invested in via the portal. You can then view a summary of your entire portfolio, or focus on individual funds.