Fundraising CRM
Track every prospect from first meeting to signed subscription. Commitments roll up by fund and close, and every touchpoint sits on the investor's record.
Pipeline, commitments and investor relationships in one view.Learn more
Investor portal software
In short
InvestorPortaLPro (IPP) makes THEIA, investor portal and fund administration software for private equity, venture capital, real estate, hedge funds, fund administrators, RIAs and banks. One platform covers LP reporting, K-1s, capital calls, distribution waterfalls, CRM and data rooms. Plans start at $7.99 per user per month, or $5,000 a year for unlimited users.
IPP at a glanceIn short for Private equity & VC
GPs use IPP to raise faster and report to LPs without emailing PDFs. Prospects get data room access in minutes, and existing LPs pull their own capital account statements and K-1s.
- LP reporting and capital account statements
- K-1 delivery with view tracking
- Capital calls and distribution waterfalls (distroW°)
- Fundraising CRM and DataRoomPro° virtual data rooms
In short for Real estate
Sponsors put property and investment data online so investors see real-time numbers instead of waiting for the quarterly package, and use the same portal to market new deals.
- Property-level and deal-level reporting
- Deal marketing to prospects
- Distributions and investor statements
- InterFirm° CRM and investor relationship management
In short for Hedge funds
Managers relay NAV reports, documents and data online, and replace static monthly PDFs with interactive InvestorHub° dashboards investors can drill into.
- NAV and performance reporting
- InvestorHub° interactive dashboards
- Risk analytics: VaR, CVaR, factor exposure
- Secure document delivery with audit trail
In short for Fund administrators
Administrators serve many GP clients from one white-labeled platform, with full accounting integration, no limits on users or bandwidth, and source code you own.
- White-labeled portals for each GP client
- Full accounting integration
- Dual-control approvals and a tamper-evident audit ledger
- No user or bandwidth limits
In short for Wealth & RIAs
Advisors give clients one place for account access, reporting and documents through WealthPane°, a single-pane client portal.
- Client account access and reporting
- WealthPane° single-pane client portal
- Document vault and e-delivery
- Household and entity views
In short for Banks & credit unions
Banks and credit unions run branded client portals for private banking and investment clients, with the security controls and hosting options a regulated institution needs.
- Branded client portals
- Secure messaging and documents
- Cloud, hybrid or on-premises hosting
- Audit trail on every action
In short for Public companies
IR teams run shareholder portals for filings, communications and engagement tracking, and see who viewed or downloaded what.
- Shareholder portals
- Investor relations CRM
- Engagement analytics on documents
- Secure announcements and filings
A look inside THEIA
Risk models
Run value at risk, conditional VaR and factor exposure on live positions, then stress-test the book before an LP asks.
VaR, CVaR, factor exposure and stress testing on live portfolio data.Learn more
Controls and audit
Money movements and investor changes need two approvers, and every action lands in an audit ledger that can't be edited after the fact.
Enforced dual control and a tamper-evident audit ledger on every transaction.Learn more
Capital flow sunburst
Follow capital from asset class through fund, investor and account to the distribution that paid it out, in one chart.
Every dollar traced from asset class to distribution, in one interactive view.Learn more
Performance and projections
Project forward NAV with Monte Carlo scenarios and re-run them live when assumptions change.
Monte Carlo forward NAV modeling with scenario bands you can re-run live.Learn more
Firm dashboard
See AUM, net IRR, active investors, capital called and fund economics for the whole firm on one screen.
AUM, net IRR, active investors and fund economics at a glance.Learn more
Latest from IPP
- IPP is now an independent, employee-owned investor portal company
- K-1 automation cuts tax season delivery from days to minutes
- Unlimited-user pricing means your bill doesn't grow with your fund
- Distribution waterfalls, automated across American and European structures
- Why LPs increasingly expect real-time, self-service capital account access
- InvestorHub° replaces static PDF reports with live investor dashboards
Investor portals by firm type
Each sector gets its own workflows on the same platform.
Private equity and venture capital
What do private equity firms use an investor portal for? Private equity and venture capital firms use an investor portal for LP reporting, K-1 delivery, capital call and distribution notices, and fundraising. With IPP, prospects get data room access in minutes and existing LPs can pull their own statements and tax documents at any time.
Private equity & VC solutionsReal estate sponsors, REITs and lenders
What does a real estate investor portal do? A real estate investor portal gives investors a secure login to property-level reporting, distribution history, tax documents and deal updates. Sponsors also use it to market new offerings to prospects from the same place.
Real estate solutionsHedge funds, funds of funds and boutiques
Do hedge funds need investor portal software? Hedge funds use investor portal software for NAV reporting, monthly letters and secure document delivery. IPP adds interactive dashboards and risk analytics so investors can see performance in detail instead of reading a static PDF.
Hedge funds solutionsFund administrators and asset servicers
Can a fund administrator white-label an investor portal? Yes. Fund administrators use IPP to run white-labeled investor portals for each GP client from one platform, with full accounting integration, no limits on users or bandwidth, and access to the source code.
Fund administrators solutionsWealth managers, RIAs and broker-dealers
What is a wealth management client portal? A wealth management client portal is a secure website where an RIA or wealth manager's clients log in to see accounts, performance reports and documents. IPP's WealthPane° portal brings those into a single view.
Wealth & RIAs solutionsPrivate banks, credit unions and retail
Can banks and credit unions use investor portal software? Yes. Banks and credit unions use IPP as a branded client portal for private banking and investment clients, deployed in the cloud, on their own servers, or a mix of both.
Banks & credit unions solutionsPublic companies and investor relations teams
What is shareholder portal software? Shareholder portal software gives a public company's investors a secure place to find filings, announcements and IR materials, and gives the IR team analytics on who viewed and downloaded them.
Public companies solutionsFund administration and professional services
Implementation, integration, automation, custom reports, custom development, training, cloud hosting and security.
ExploreInvestor portal products and platforms
Applications, websites, investor portals, virtual data rooms, dashboards and mobile apps for iOS and Android.
ExploreWhat IPP solves for your firm
Your IR team fields the same document requests every quarter. Investors want real-time access, not emailed PDFs. Your administrator reconciles data by hand that should flow on its own. IPP was built for these problems.
Cut investor relations overhead
LPs get self-service access to K-1s, capital account statements and fund documents around the clock, so your IR team stops working as a help desk.
Secure investor reportingRaise capital faster
A branded, secure portal makes a fund look institutional from day one. Prospects get data room access in minutes, and PPMs and subscription documents live in one place.
Fundraising and deal marketingOwn your infrastructure
IPP runs on open source software with full source code access. Deploy on AWS, Azure, your own servers or any combination, with no bandwidth caps.
Cloud, hybrid and on-premises optionsAutomate what burns your team's time
Waterfall calculations, investor onboarding, document delivery and compliance tracking run through one platform instead of five tools. Waterfalls that took days take minutes.
distroW° waterfall automationWork with people who only do this
IPP is 100% employee-owned with no outside investors, so the roadmap follows client needs rather than an exit timeline. We have never lost a client.
About IPPScale without surprises
Unlimited users at a flat annual price. Flexible payment terms and implementation guarantees are written into every contract.
Pricing and licensingReporting investors actually use
Interactive dashboards and drill-down views replace static PDF reports, so LPs see performance, cash flows and documents from any device.
InvestorHub° dynamic reportingKeep R&D in your corner
Most revenue goes back into the product. The portal you sign up for today is materially better in twelve months, with no upgrade fee.
IPP products and platformsIPP at a glance
The short version, for evaluators and procurement teams. Full detail is on the pricing page and in the knowledge base.
| Product | THEIA, by InvestorPortaLPro (IPP) |
|---|---|
| Category | Investor portal and fund administration software (SaaS) |
| Built for | Private equity, venture capital, real estate, hedge funds, fund administrators, RIAs, banks and public companies |
| Includes | Investor portal, LP reporting, K-1 automation, capital calls, distribution waterfalls, CRM and IRM, virtual data room, dashboards, ESG reporting, mobile apps |
| Pricing | Pro $7.99 per user per month; PRO+ Annual $5,000 per year with unlimited users; Enterprise quoted |
| Support | 24/7/365 phone support on every plan |
| Hosting | AWS, Azure, your own servers, or a hybrid |
| Source code | Full source code access; open source foundation |
| Security | Operates under SOC 2 Type II controls |
| Go-live | Days for standard setups; about four weeks for custom implementations |
| Company | Independent and employee-owned; founded 2016 in New York |
Security and compliance
IPP operates under SOC 2 Type II controls, with enforced dual control and a tamper-evident audit ledger inside the product. The platform is hosted on infrastructure whose providers hold the certifications below.
Global
CSA, CyberGRX, CyberVadis, ISO 9001, ISO 22301, ISO 27001, ISO 27017, ISO 27701, ISO 27018, PCI DSS Level 1, SOC 1, SOC 2, SOC 3
Europe, Middle East and Africa
GDPR, HDS, C5, CISPE, Cyber Essentials Plus, ENS High, FINMA ISAE 3000 Type 2, G-Cloud, GSMA, PiTuKri ISAE 3000 Type II, TISAX
Americas
CCCS, CJIS, DoD SRG, FedRAMP, FERPA, FIPS, FISMA, GxP, HIPAA, HITRUST CSF, ITAR, MPAA, NIST, PIPEDA, SEC Rule 17a-4(f), VPAT / Section 508
Hosting-provider certifications are documented by the provider: AWS compliance programs. IPP's own audit report is shared under NDA during due diligence.
Investor portal software, answered
The questions GPs, fund administrators and IR teams ask most.
What is investor portal software?
Investor portal software is a secure, web-based platform that lets investment managers — GPs, fund managers, RIAs, fund administrators and family offices — share documents, performance data, tax forms and communications with their investors in one branded, permissioned place. Instead of emailing PDFs or maintaining a shared drive, investors log in to view capital account statements, download K-1s, track capital calls and distributions, and message the IR team, all under an audit trail the firm controls.
How much does investor portal software cost?
Pricing varies widely, from entry-level per-seat tools at roughly $96 to $2,000 a year to legacy enterprise contracts that run into six figures annually. IPP publishes its pricing: Pro is $7.99 per user per month, PRO+ Annual is $5,000 per year with unlimited users, and Enterprise is quoted to the deployment. Every plan includes 24/7/365 phone support.
Does IPP charge per user?
Only on the Pro plan, which is $7.99 per user per month. PRO+ Annual is a flat $5,000 per year with no per-user charge, however many investors or team members you add. At 53 or more users, PRO+ Annual costs less than Pro.
Is IPP SOC 2 certified?
IPP operates under SOC 2 Type II controls as part of its security program. For the current audit report and certification details, contact the IPP team; security documentation is usually shared under NDA as part of vendor due diligence.
What is K-1 distribution automation?
K-1 distribution automation replaces the manual work of matching documents to investors, emailing PDFs one by one, chasing unconfirmed receipts and handling mail requests. With IPP, a firm uploads K-1s in bulk, the system matches each document to the right investor entity, notifies LPs and tracks delivery and views — about 10 minutes start to finish for a typical batch.
Who needs investor portal software?
Any firm that has investors and communicates with them regularly. Private equity and venture capital firms use it for LP reporting and K-1 delivery. Real estate sponsors use it for property-level reporting and deal marketing. Hedge funds use it for NAV reporting. Fund administrators use it to serve many GP clients from one platform. Wealth managers and RIAs use it as a client portal.
How long does it take to implement an investor portal?
With IPP, standard setups can be live in days. Custom implementations with data migration, integrations and custom branding typically go live within about four weeks, compared with months for legacy enterprise platforms.
Can we host IPP on our own servers?
Yes. IPP runs on an open source foundation with full source code access, and deploys on AWS, Azure, your own servers or any combination of them. There are no bandwidth caps.
What does THEIA include?
THEIA includes the investor portal, LP reporting, K-1 automation, capital call and distribution workflows, distribution waterfall automation, CRM and investor relationship management, a virtual data room, interactive dashboards, ESG reporting, document management and mobile apps for iOS and Android.
What makes IPP different from other investor portal software?
IPP is an independent, employee-owned company — not rolled up by private equity or venture-backed — focused on investor portal and fund administration software since 2016. Its unlimited-user annual plan means the bill doesn't grow with your investor base, and K-1s, capital calls, waterfalls, CRM and a data room come in one platform.
Can I see a demo of IPP?
Yes. You can click through a working portal right away in the online demo, or book a guided walkthrough with the team for your fund structure.
Trusted with 100% client retention
See what clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp and Software Advice.
Read the reviewsTalk to the team
Phone support is staffed 24/7/365 on every plan. Call, email, book a walkthrough, or send the form.