Custom Investor Portal Development

Custom Investor Portal Development Services

While our investor portal software, Investor Deal Room, is configurable enough for many real estate syndicators, fund administrators, and alternative investment firms, we understand that it’s not perfect for everyone.

That’s why we also develop custom investor portals for the alternative investment industry.

Our Process

Step #1 – Goal identification

This initial stage is all about understanding how we can help you and what specifically your investor’s needs are.

Here are some questions we typically ask during this phase:

  • Who is the portal for?
  • How many investors are expected to use the portal?
  • What do they expect to find or do there?
  • What competitor sites, if any, exist, and how should this site be inspired by/different than those competitors?

Step #2 – Scope definition

In this stage we’ll clearly define what will be included in the project, timeline and how we will handle anything outside of that scope.

Step #3 – Sitemap and wireframe creation

Before getting into design, we’ll take time to clearly outline every page that needs to be built and the content that should go on each page.

Step #4 – Design

In this stage we’ll identify a theme or style guide that will provide the framework for development. We can take your brand into account and create a completely seamless integration with your existing assets.

Step #5 – Portal Development

This is the part of the process where things really start coming together.

We’ll use our chosen designs to build the actual portal with your regular feedback.

Development can be the longest or the shortest part of the process depending on the scope of the project… but luckily for you, over our years building investor portals, we’ve developed a custom portal toolbox that allows us to make it an extremely efficient process.

Step #6 – Testing

Testing is an important pre-launch step to make sure your investors first experience is great. We go through an in-house testing process before soft launching to your team to get feedback.

Step #7 – Launch

After working out any bugs found in testing it’s time to launch your new portal!

Step #8 – Support

For our team, the work doesn’t stop after launching. As a professional investor portal development company, we’ll continue to support your portal and provide updates and maintenance on an ongoing basis.

Custom Investor Portal Features

Here are just a few of the features we can and have developed for our investor portals:

  • Secure Document Management
  • Integrated CRM
  • Portfolio Tracking
  • Investor Reporting
  • Emails & Notifications
  • Distribution Waterfalls
  • Investor Verification
  • Docusign Integration
  • Fund Updates / Project Updates
  • Custom Pages
  • Investor Subscription Workflow / Capital Raise Automation
  • Sales Tracking / Referral Management
  • Two Factor Authentication
  • And many more…

Industries We Build Custom Investor Portals For

Our flagship product, Investor Deal Room, is one of the most trusted investor portal solutions in the alternative investment industry.

More importantly, we’ve learned a ton from building it into what it is.

  • Real Estate Syndication Firms
  • Commercial Real Estate Developers
  • Alternative Investment Firms
  • Fund Administrators
  • Family Offices
  • Broker Dealers