Investor Portal Software
A simple investor portal solution for managing investor documents, basic investor reporting, and increasing your efficiency and professional credibility.
Our Simple Investor Portal Solution
Too many investor portal solutions are full of complicated features that are difficult to manage and operate.
Even our own investor portal software, while we think it offers the best user experience to investors, it isn’t the perfect solution for everyone.
If you’re not managing dozens or hundreds of investors though multiple capital raises per year, you might not want all the bells and whistles that come with that job.
That’s why Investor Deal Room also offers simple investor portal solutions for investment firms and for any companies who raise capital from private investors.
Our investor portal solutions are reasonably priced, quick to set up, and can be customized to fit your needs.
Secure Document Management
Securely share private documents and investment updates with investors with the click of a button. Upload all of your K1s instantaneously with our smart name matching.
- Bulk Upload K1s
- Document Uploaded Notifications
- Folder Management
- Store Documents to Individual CRM Contacts
- Secure S3 Storage
Simple Reporting Tools
Getting off of Excel and getting your data out of Docusign has never been so easy. Your new investor management software is the single source of truth for you and your CPA.
- Investment Reports
- Investor Profile Reports (Legal Entities, Payout Preferences, etc.)
- Distribution History Report
- CRM Contacts Report
Cyber Security & Fraud Protection
Stop putting your investor’s money and your business at risk by sending secure documents and wiring instructions over email. Your new investor management software has two factor authentication, uses military grade encryption, and performs regular penetration tests to ensure your protection.
- Two Factor Authentication
- Web Application Firewall
- Military Grade Encryption
- Regular Penetration Tests (performed by outside third party)