Transparent Pricing · No Hidden Fees · 24/7/365 Support

Investor Relations Software Built for Alternatives

Start with per-seat simplicity and be live in minutes. Scale to an unlimited model as your firm and investor base grow — sophisticated technology that expands with your ambitions, every step of the way.

Save 20%
📊
Pro
Metered & scalable — pay for exactly what you use
IPP-Hosted · Instant Setup
Go live in minutes
$7.99/ user / mo

Billed monthly · Add or remove users anytime

Sign Up for Monthly Plan →
  • Core Portal — Fully Included
  • ✓Secure, branded investor dashboard — your firm’s face to every LP
  • ✓Fund & company management — track entities, holdings, and ownership structures
  • ✓Document vault — K-1s, PPMs, financials, and legal docs, always accessible
  • ✓Investor CRM & list management — LP profiles, notes, and relationship history
  • ✓Secure investor messaging — encrypted, threaded LP communications
  • ✓News & announcements — push firm and fund updates directly to investors
  • ✓Firm profile page — showcase your story, team, and track record
  • ✓Role-based access — investor, admin, and GP permissions out of the box
  • ✓24/7/365 customer support — our team is always available
  • Available as Add-Ons
  • +Transaction History & Capital Tracker — full capital event log and commitment visualization
  • +E-Signature & Document Approvals — legally binding LP sign-offs in-portal
  • +Reports & Statements — automated performance and distribution reporting
  • +Money Queue & Manage Money — distribution staging and automated waterfalls
  • +Video Library — host LP webcasts, investor day recordings, and fund updates
  • +Indices & Benchmarking — compare fund returns against leading market benchmarks
  • +White-label & custom domain — your brand, front and center
Most Popular
⚡
Unlimited Annual
One flat annual fee — every feature, every user, zero limits
IPP-Hosted · Instant Setup
$416.67/ mo

$5,000 / year · Billed as one annual fee · Prorated across 12 months · Unlimited users & investors

Sign Up for Annual Plan →
  • ✓Everything in Pro, fully unlocked — no add-on fees, ever
  • Fully Included — No Extra Charge
  • ✓Transaction History & Capital Tracker — full capital event log and commitment visualization
  • ✓E-Signature & Document Approvals — legally binding LP sign-offs in-portal
  • ✓Reports & Statements — multi-fund performance packs, investor-ready and automated
  • ✓Money Queue — stage, review, and approve capital distributions with full workflow control
  • ✓Manage Money — automated waterfall calculations, preferred returns, carry, and LP disbursements
  • ✓Video Library — private LP webcasts, investor day recordings, and fund update content
  • ✓Indices & Benchmarking — real-time comparison against PE, real estate, and hedge fund benchmarks
  • ✓Unlimited users — your entire team, every GP and admin, no per-seat cost
  • ✓Unlimited investors — grow your LP base freely, zero throttling
  • ✓White-label portal — custom domain, logo, and brand colors throughout
  • ✓Full API access & integrations (QuickBooks, Xero, Salesforce, and more)
  • ✓Source code access — self-host option available (AWS, Azure, or your own infra)
  • ✓Priority onboarding with a dedicated Customer Success Manager
  • ✓Full document audit trail — who viewed, downloaded, or signed every document
  • ✓24/7/365 customer support — phone, email, and chat
🏛
Enterprise
Fully bespoke — engineered around your firm’s exact requirements
IPP-Hosted, Self-Hosted, or Any Cloud
Bespoke Enterprise

Flexible terms · Dedicated engineering · Implementation included
ⓘ IPP hosting available for an additional hosting fee

Talk to Sales →
  • ✓Everything in Unlimited Annual, plus a fully bespoke build-out
  • Enterprise Exclusives
  • ✓Custom workflows & approval chains — designed around your compliance and ops processes
  • ✓Bespoke report templates — pixel-perfect investor packs and board presentations
  • ✓Flexible hosting — IPP-hosted, self-hosted on AWS / Azure / Google Cloud, or on-premises
  • ✓SSO / SAML + MFA enforcement and enterprise identity management
  • ✓Advanced compliance controls — SEC 17a-4(f), GDPR, HIPAA, ITAR, and more
  • ✓Dedicated engineering resources for custom integrations and feature development
  • ✓Fund administration services — full back-office operations available through IPP
  • ✓Custom SLA with guaranteed uptime and named incident response
  • ✓24/7/365 phone & priority support with a named account team
  • ✓Flexible financing & payment terms available
100%Customer Retention
0Customers Ever Lost
$0Setup or Hidden Fees
24/7/365Customer Support
100%Employee Owned
AllAsset Classes Supported
Feature comparison

Every module. Every capability.
Side by side.

Module / Feature Pro Unlimited Annual Enterprise
Core Platform
Secure Investor Dashboard✓✓✓
Fund Management✓✓✓
Company & Portfolio Tracking✓✓✓
User Profile & Role-Based Access✓✓✓
Firm Profile Page✓✓✓
Settings & Configuration✓✓✓
IPP-Hosted & Instant Setup✓✓Optional
24/7/365 Customer Support✓✓✓
Investor Relations
Investor CRM & List Management✓✓✓
Secure Investor Messaging✓✓✓
News & Investor Announcements✓✓✓
Contact Us Portal Page✓✓✓
Number of Investors / LPsPer SeatUnlimitedUnlimited
Number of Admin / GP UsersPer SeatUnlimitedUnlimited
Documents & Data
Document Vault (K-1s, PPMs, legal)✓✓✓
E-Signature & Document ApprovalsAdd-On✓✓
Document Audit Trail & EngagementBasic✓✓
Transaction History & LedgerAdd-On✓✓
Capital TrackerAdd-On✓✓
Reporting, Finance & Accounting
Reports (performance, IRR, multiples)Add-On✓✓
Statements (investor account statements)Add-On✓✓
Money Queue (distribution staging)Add-On✓✓
Manage Money (automated waterfalls)Add-On✓✓
Accounting Software IntegrationAdd-On✓✓
Indices & Benchmark ComparisonsAdd-On✓✓
Custom Report Templates—Standard✓
Bespoke Board-Ready Report Packs——✓
Media & Content
Video Library (webcasts & LP updates)Add-On✓✓
News Publishing & Announcements✓✓✓
Customization & Infrastructure
White-Label + Custom Domain & BrandingAdd-On✓✓
Full API Access & Integrations—✓✓
Source Code Access—✓✓
Self-Host Option (AWS / Azure / GCP / On-Prem)—✓✓
IPP-Managed Hosting (additional fee)——Available
Custom Workflows & Approval Chains——✓
SSO / SAML + MFA Enforcement——✓
Security & Compliance
SOC 1, SOC 2, SOC 3 Infrastructure✓✓✓
ISO 27001 / PCI DSS Level 1✓✓✓
SEC Rule 17a-4(f)—✓✓
GDPR / HIPAA / CCPA Controls—Partial✓
Custom SLA & Uptime Guarantee——✓
Support & Services
24/7/365 Email & Chat Support✓✓✓
Priority Onboarding—✓✓
Dedicated Customer Success Manager—✓✓
Dedicated Engineering Resources——✓
Fund Administration Services——✓
24/7/365 Phone Support——✓
Financing & Flexible Payment Terms——✓
Pro plan add-ons

Power up as your firm scales

📊
Transaction History & Capital Tracker
Full capital event ledger and visual commitment tracker — called, distributed, and remaining capital always in view.
Pro Add-On Annual Enterprise
🖊
E-Signature & Document Approvals
Legally binding LP sign-offs and document approval workflows, entirely in-portal. No third-party tools needed.
Pro Add-On Annual Enterprise
📈
Reports
Automated performance reports — IRR, TVPI, DPI, MOIC — delivered as investor-ready packs. Always current, always polished.
Pro Add-On Annual Enterprise
🧾
Statements
Generate individual investor account statements on demand or on schedule. Audit-ready, professionally formatted.
Pro Add-On Annual Enterprise
💸
Money Queue
Stage, review, and approve capital distributions in a structured queue — full workflow control before any funds move.
Pro Add-On Annual Enterprise
🔢
Manage Money
Automated waterfall calculations and profit-sharing disbursements. Preferred returns, GP catch-ups, and carried interest handled automatically.
Pro Add-On Annual Enterprise
🎬
Video Library
Host investor day recordings, LP webcasts, fund update videos, and pitch materials in a secure, private, branded library.
Pro Add-On Annual Enterprise
📉
Indices & Benchmarking
Compare fund performance against leading private equity, real estate, and hedge fund benchmark indices in real time.
Pro Add-On Annual Enterprise
🌎
White-Label & Custom Domain
Your domain, your logo, your color system throughout every investor-facing screen. LPs only ever see your firm.
Pro Add-On Annual Enterprise
🔗
Accounting Integration
Two-way sync with QuickBooks, Xero, Sage, or your existing accounting system. No duplicate data entry, ever.
Pro Add-On Annual Enterprise

All add-ons are included at no extra cost in Unlimited Annual and Enterprise.  Contact us for Pro add-on pricing →

Enterprise-grade security infrastructure — globally certified across 30+ frameworks
SOC 1SOC 2SOC 3 ISO 27001ISO 27017ISO 27018 ISO 27701ISO 9001PCI DSS Level 1 SEC 17a-4(f)FedRAMPFISMA HIPAAHITRUST CSFGDPR NISTFIPSITAR CCCSC5TISAX CSACyberGRXISO 22301
“

We shall build good software here, at a profit if we can, at a loss if we must, but always good software.

— InvestorPortalPro™  ·  Company Mission
Common questions

FAQ

Pro is a per-user, per-month plan — ideal for firms just getting started or those that want to control costs while they scale. You pay for the seats you need and can add modules à la carte. Unlimited Annual is a flat yearly fee, prorated across 12 months, with every module fully unlocked and no throttling on users or investors. It’s the right choice for established firms ready to deploy broadly without watching the meter.
The Unlimited Annual plan is billed as a single flat annual fee, prorated across 12 months and divided into equal monthly installments. You get a 20% discount compared to month-to-month pricing, with full access to every feature from day one — no waiting, no staged rollout.
Pro and Unlimited Annual plans are hosted by InvestorPortalPro — fully managed, instantly live, and zero infrastructure work on your end. Enterprise clients have full flexibility: self-host on your own infrastructure, deploy on AWS, Microsoft Azure, Google Cloud, or any other provider, or opt for IPP-managed hosting for an additional hosting fee.
For Pro and Unlimited Annual, setup is instant — create your account and you can be live in a matter of minutes. No procurement cycles, no lengthy implementation projects. Enterprise plans include dedicated onboarding and implementation support, with timelines depending on customization scope.
Every major alternative asset class: private equity, venture capital, real estate, real assets, hedge funds, funds-of-funds, credit, wealth management, RIAs, broker-dealers, fund administrators, and public company shareholder management. All plans support all asset classes out of the box.
None. Zero setup fees, zero implementation surcharges, zero surprise invoices. What you agree to is what you pay. We’ve built our reputation on transparency, and that starts with pricing.
100%. We have never lost a customer. Not one. Every implementation we have delivered is a success story. We are an entirely employee-owned company with no outside investors — our incentives are perfectly aligned with yours. We succeed when you do.
Yes — every plan includes 24/7/365 customer support. Your investors and your team don’t work banker’s hours, and neither do we. Enterprise clients additionally receive a named account team and dedicated phone support line.
Yes. We offer flexible pricing, financing options, and contractual guarantees for successful implementations. Contact our team to discuss terms that work for your firm’s structure and budget cycle.

Your investors expect more.
Give it to them — starting today.

No setup fees. No hidden costs. 100% customer success since day one. Live in minutes.

Create Your Account → Schedule a Demo

Talk to the IPP Team

Leave your details and we’ll reach out within one business day — no sales pressure, just an honest conversation about what’s right for your firm.

🔒 All fields encrypted and kept strictly private. We never sell or share your information.