Who uses the Fund Portal
The Fund Portal is built for the people managing ownership & compliance in the organisation:- Investment professionals run programs, issue and track securities, and maintain cap tables for each portfolio company.
- Organisation administrators manage users and organisation-level settings within their assigned organisation.
- Firm administrators have full access across all organisations in the firm and can manage users at the firm level.
- Advisors can view portfolio data cross firms.
- Finance access financial data including programs, repurchases, transactions, and files with a focused, read-oriented view.
The Fund Portal operates within a data hierarchy of Firm → Organisation → Company. Your access is scoped to the organisation (or organisations) you are assigned to. If you need access to a different organisation, ask your Firm Administrator.
Key areas of the portal
Overview (Dashboard)
The Overview page surfaces high-level insights for your organisation. It also lists ongoing activity, like ongoing offers, so you can track active subscription rounds at a glance.Programs
Programs are the engine of equity issuance. You create a program, attach securities, and send offers to stakeholders. Centi handles the full lifecycle - draft offers, subscriptions, document signing via DocuSign, payment tracking, and final issuance - and can generates a subscription export at any stage.Companies
Each company has its own record in the Fund Portal, including company details, bank details, securities definitions, cap table, share register, signatories, and transaction history.Stakeholders
Stakeholders are the individuals and investment vehicles that hold or may hold equity in your portfolio companies. The portal stores contact details, bank information, KYC/KYB status, documents, and the full investment history for each stakeholder.Compliance
The Compliance section centralises KYC (Know Your Customer) and KYB (Know Your Business) verification for all stakeholders. Here you can also manage voting power of attorney agreements, and make sure all stakeholder have signed them, as well as request new signatures.Documents & Templates
Templates define the agreement documents used in programs. You upload DOCX templates, configure variable mappings and signing parties, and group them into envelopes that attach to programs. The Files section stores all generated and uploaded documents for your organisation.How the Fund Portal fits into Centi
Centi is made up of two customer-facing portals that work together:| Portal | Primary audience | Purpose |
|---|---|---|
| Fund Portal | Investment professionals and portfolio company admins | Manage equity programs, cap tables, valuations, compliance, and documents across portfolio companies |
| Investor Portal | Portfolio company employees (investors) | View equity holdings, respond to subscription offers, complete KYC verification, and track vesting |
Jump in
Programs
Create and manage equity programs, send offers, and track the full subscription lifecycle.
Cap Table
View ownership breakdowns by security type—shares, options, and convertibles—for each portfolio company.
Offers
Manage individual subscription offers: draft, activate, track signatures, and record payment.
Transactions
Register and review all security events—issues, transfers, splits, redemptions, and more.