DunPort Capital Management and SS&C Intralinks: Enhancing the Investor Experience at Scale

Background

DunPort Capital Management is a leading provider of private credit solutions based in Dublin, Ireland. The firm specializes in flexible, asset-based lending to mid-market businesses. With a growing base of institutional and retail investors, the firm is known for its rigorous credit analysis, customized financing structures and high-touch investor engagement. As DunPort scaled its operations across five active funds, it needed a secure, efficient solution to manage investor communications and deliver fund reports and financial statements at scale.

Challenge

As DunPort Capital’s investor base grew, so did the complexity of servicing it. To distribute quarterly reports and financial statements, the four-person investor reporting team was manually creating and emailing PDFs to individual contacts — a process that quickly became inefficient, unsustainable and risky.

“It was a very manual process prone to human error and lacking proper security safeguards,” says Carla Boyle, an associate on the investor relations team. To reduce the team’s administrative burden, address security gaps and deliver a more personalized investor experience, the firm began exploring purpose-built investor portals.

Solution

Intralinks InvestorVision came highly recommended by internal colleagues and external stakeholders. “It seemed like a trusted option,” she says. “Many of our investors were already using Intralinks for other funds, so having a single login made things much easier for everyone.”

With assistance from Intralinks’ expert support team, DunPort successfully migrated hundreds of historical files across three funds and implemented a clean, consistent naming convention for better long-term organization. “We initially thought we would need weeks to handle the renaming and uploads ourselves, but they managed to complete the task in just a few days,” says Boyle. Intralinks’ fast, hands-on implementation accelerated the transition and positioned the firm for continued growth.

Results

The platform immediately transformed DunPort’s reporting workflow. Delivering quarterly reports previously required two hours of manual effort, but now takes just five minutes with InvestorVision’s bulk upload feature. The team now serves more than 50 users across 30 limited partners (LPs) with significantly less administrative strain, leaving more time for high-value strategic tasks.

Investor response has been overwhelmingly positive. While the team had some concerns about adoption by less tech-savvy users, they found that a short walkthrough was all it took to get everyone up to speed. “Once they were guided through the process, they were really happy with it,” says Boyle. With fund documents now easily accessible through an intuitive interface, investors no longer need to send one-off emails asking for documents to be re-sent.

Benefits

For DunPort, using InvestorVision has provided more than an efficiency boost — they now have a reliable technology and service partner with decades of industry expertise on their side. When the firm launched a new fund at the end of 2024, the Intralinks team helped get the portal live within a few days, allowing DunPort to meet a critical timeline. “Knowing we can rely on such responsive support is a huge plus,” says Boyle.

InvestorVision isn’t just a delivery tool for DunPort — it’s a critical component of the firm’s client experience strategy. By providing investors with centralized, secure access to documents and reducing back-and-forth, the solution helps the company deliver a smoother, more professional LP experience. As DunPort continues to grow, InvestorVision enables the firm to scale investor engagement without sacrificing the trust and personal attention that has always set them apart.