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Investor portal software your LPs will actually log in to.

Your investors already expect a portal. Every quarter-end spent emailing PDFs is a quarter they notice. Book a demo now and see what they’d log in to.

+1-212-658-0862 New York office
4.9 from 146 reviews · 100% client retention

Pick your demo time

Live openings from our calendar. Taken slots vanish in real time.

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One flat price

Unlimited users on the annual plan, so adding investors never raises your bill.

Your brand, everywhere

White-label web and mobile portals on your domain, with the option to own the source code.

Built in Manhattan

Since 2016, with 30+ security certifications and a 100% client retention record.

Investor portal software questions

What is investor portal software?

Investor portal software is a secure, branded website and mobile app where a fund manager publishes capital account statements, capital call and distribution notices, tax documents, and performance reports to investors. InvestorPortaLPro adds a data room, investor CRM, distribution waterfall automation, and interactive dashboards to the same login, so investors and your team work from one source of truth.

How do I get a demo of InvestorPortaLPro?

Pick an open time in the calendar on this page and the invite lands in your inbox immediately. If you would rather talk now, call +1-212-658-0862, or email [email protected]. You can also explore the self-guided online demo at investorportalpro.com/portal-demo.html.

How much does investor portal software cost?

InvestorPortaLPro offers a Pro plan billed per user, an Unlimited Annual plan at one flat rate with unlimited users, and custom Enterprise pricing. Flat pricing matters as your investor base grows, because per-seat portals charge you more every time you add an LP. You get exact pricing for your firm on the demo call.

Who uses investor portal software?

Private equity and venture capital firms, real estate sponsors, hedge funds and fund of funds, fund administrators and asset servicers, RIAs and wealth managers, family offices, banks and credit unions, and public companies running shareholder relations.

What happens after I book a demo?

You receive a calendar invite right away. On the call we look at how you report to investors today, walk through the THEIA platform live, and map it to your funds, investor count, integrations, and security requirements. You leave with pricing and a rollout plan.

Can the investor portal be white-labeled under my brand?

Yes. Every InvestorPortaLPro deployment is white-label: your domain, logo, colors, and login page, on web and mobile. Plans include unlimited users on flat pricing, and clients can own the full source code of their deployment.