About Lakemore

Lakemore is a Dubai-based credit specialist managing approximately $1.5 billion in assets across CLO equity, CLO debt, and Sharia-compliant investment strategies. Founded in 2009, the firm has grown to operate across eight locations spanning the MENA and Asia regions, serving a diverse investor base that includes high-net-worth individuals, family offices, insurance companies, and institutional investors from markets including Saudi Arabia, Korea, and Singapore.

The firm manages six to eight funds simultaneously, including both Delaware and International structures as well as dedicated Sharia feeder funds. This multi-fund complexity, combined with a growing investor base of over 160 clients, created the need for a unified approach to investor communications and reporting.

Led by a team with deep expertise in credit markets, Lakemore has built its reputation on sophisticated investment strategies delivered with institutional-grade operations. The firm's expansion across MENA and Asia has only accelerated the need for scalable investor relations infrastructure.

Opportunity

As Lakemore's investor base grew beyond 160 clients across multiple funds, the limitations of their manual processes became increasingly apparent. Quarterly reports were distributed via individual emails, creating significant administrative burden and limiting visibility into investor engagement.

"We used to send quarterly statements manually. Now we upload them to Vessel's portal and simply notify investors—it's that easy.”

Priti Batra Investor Relations & Operations, Lakemore

The challenge extended beyond simple document distribution. With multiple fund administrators managing uploads across different vehicles, and investors requiring different access levels—some specifically requesting not to receive audited financials—the team needed granular control that manual processes couldn't provide.

The expiration of their existing platform contract created the perfect moment to modernize. The team needed a solution that could handle document distribution at scale while providing the verification capabilities essential for a multi-administrator environment.

Solution

Lakemore evaluated Vessel with a focus on three key capabilities: investor reporting portal, document management, and fundraising data rooms. What resonated immediately was the platform's ability to start simple and grow with their needs.

The implementation prioritized investor experience. The team recognized that their LPs were accustomed to receiving emails, and introducing a complex portal too quickly could create confusion. Vessel's passwordless login was particularly appealing—investors could access their documents without managing yet another password.

The platform's AI-powered document categorization addressed a critical pain point: distributing 160+ documents to the correct investors. Rather than manually sorting and sending each document, administrators could upload in bulk and let the system handle assignment, with the ability to review and adjust before publishing.

Critically, Vessel's preview functionality gave Lakemore the quality control they needed.

Mid-Story Quote

"Our approach is to validate early, then scale. Vessel delivers the reliable reporting and visibility we need to build investor confidence quickly.”

Priti Batra Investor Relations & Operations, Lakemore

Results

Scalable Distribution for 160+ Investors Document distribution that previously required individual emails now happens through a unified portal. Investors receive notifications when new reports are available, and can access their entire historical statement archive in one place.

Granular Permission Control The platform's folder-based permissions enable Lakemore to manage investor-specific requirements, including selective distribution of audited financials. What previously required maintaining manual exception lists is now handled through configurable access controls.

Multi-Administrator Workflow With two fund administrators managing document uploads across multiple funds, Vessel's preview and approval workflow ensures accuracy before investor distribution. The staging capability provides the verification layer essential for institutional-grade operations.

AI-Powered Document Categorization Bulk document uploads are automatically categorized and assigned to the appropriate investors. Administrators can review and adjust assignments before publishing, dramatically reducing the manual effort of sorting quarterly reports across 160+ client accounts.

Unified Multi-Fund Experience Investors with commitments across multiple Lakemore funds can access all their statements through a single login. The aggregated dashboard eliminates the need to navigate separate portals for each fund vehicle.

Self-Service Profile Management Investors can now update contact information and manage their profiles directly through the portal, reducing administrative overhead and ensuring data accuracy across the investor base.

Impact

For Lakemore, implementing Vessel represents a fundamental shift from reactive to proactive investor relations. The platform transforms what was essentially a document distribution process into a true investor engagement channel.

The timing aligns with Lakemore's continued expansion across MENA and Asia. As they add new investors and launch additional fund vehicles, the infrastructure can scale without proportional increases in administrative burden.

"Vessel provides a centralized portal that scales seamlessly and streamlines our entire reporting process.”

Priti Batra Investor Relations & Operations, Lakemore

Looking ahead, Lakemore is positioned to expand their use of Vessel beyond reporting. The platform's LP Intelligence capabilities support their fundraising efforts across MENA and Asian markets, while the onboarding module can streamline the KYC and subscription process for new investors.

For a firm built on delivering institutional-grade credit strategies to a sophisticated global investor base, having a modern investor portal now matches the caliber of their investment products.