Pick your plan.Go live today.
$416.67
per month
$5,000 a year, billed as one annual fee. Unlimited users and investors.
- 100%customer retention
- $0setup or hidden fees
- 24/7/365support on every plan
- 100%employee owned
Pro
$7.99 per user, per month
Metered and scalable. Pay for exactly the seats you use.
Included
- Branded investor dashboardYour firm’s face to every LP
- Fund and company managementEntities, holdings and ownership structures
- Document vaultK-1s, PPMs, financials and legal docs, always accessible
- Investor CRM and list managementLP profiles, notes and relationship history
- Secure investor messagingEncrypted, threaded LP communications
- News and announcementsPush firm and fund updates directly to investors
- Firm profile pageYour story, team and track record
- Role-based accessInvestor, admin and GP permissions out of the box
- 24/7/365 customer supportPhone, email and chat
Available as add-ons
- Transaction history and capital trackerFull capital event log and commitment visualization
- E-signature and document approvalsLegally binding LP sign-offs in the portal
- Reports and statementsAutomated performance and distribution reporting
- Money Queue and Manage MoneyDistribution staging and automated waterfalls
- Video libraryLP webcasts, investor day recordings and fund updates
- Indices and benchmarkingCompare fund returns against market benchmarks
- White-label and custom domainYour brand, front and center
Add-ons are included at no extra cost in PRO+ Annual and Enterprise. Ask about Pro add-on pricing.
Sign up for ProPRO+ Annual Unlimited
$416.67 per month
One flat annual fee. Every feature, every user, no limits.
Everything in Pro, fully unlocked. No add-on fees, ever.
Included at no extra charge
- Transaction history and capital trackerFull capital event log and commitment visualization
- E-signature and document approvalsLegally binding LP sign-offs in the portal
- Reports and statementsMulti-fund performance packs, investor-ready and automated
- Money QueueStage, review and approve distributions with full workflow control
- Manage MoneyAutomated waterfalls, preferred returns, carry and LP disbursements
- Video libraryPrivate LP webcasts, investor days and fund updates
- Indices and benchmarkingCompare against PE, real estate and hedge fund benchmarks
- Unlimited usersEvery GP and admin, no per-seat cost
- Unlimited investorsGrow your LP base freely, no throttling
- White-label portalCustom domain, logo and brand colors throughout
- Full API access and integrationsQuickBooks, Xero, Salesforce and more
- Source code accessSelf-host on AWS, Azure or your own infrastructure
- Priority onboardingWith a dedicated Customer Success Manager
- Document audit trailWho viewed, downloaded or signed every document
- 24/7/365 customer supportPhone, email and chat
Enterprise Bespoke
Custom quoted for your firm
Engineered around your firm’s exact requirements.
Everything in PRO+ Annual, plus a fully bespoke build-out.
Enterprise adds
- Custom workflows and approval chainsDesigned around your compliance and operations
- Bespoke report templatesInvestor packs and board presentations to your spec
- Flexible hostingIPP-hosted, AWS, Azure, Google Cloud or on-premises
- SSO / SAML and MFA enforcementEnterprise identity management
- Advanced compliance controlsSEC 17a-4(f), GDPR, HIPAA, ITAR and more
- Dedicated engineeringCustom integrations and feature development
- Fund administration servicesFull back-office operations through IPP
- Custom SLAGuaranteed uptime and named incident response
- Priority supportA named account team, 24/7/365
- Financing and payment termsFlexible terms available
How the plans compare
| Pro | PRO+ Annual | Enterprise | |
|---|---|---|---|
| Users and investors | Per seat | Unlimited | Unlimited |
| Reports, e-signature, waterfalls and other modules | Add-ons | Included | Included |
| White-label and custom domain | Add-on | Included | Included |
| API and source code access | — | Included | Included |
| Hosting | IPP-hosted | IPP-hosted or self-host | IPP, self-host or any cloud |
| SSO / SAML and custom workflows | — | — | Included |
| Onboarding | Self-serve | Priority, dedicated CSM | Dedicated engineering |
| Support (phone, email, chat) | 24/7/365 | 24/7/365 | 24/7/365, named team |
Every feature, side by side
The complete matrix for all three plans. All plans support every asset class.
| Module or feature | Pro$7.99 per user / moSign up | PRO+ Annual$5,000 per yearSign up | EnterpriseCustom quoteTalk to sales |
|---|---|---|---|
| Core Platform | |||
| Secure Investor Dashboard | Included | Included | Included |
| Fund Management | Included | Included | Included |
| Company & Portfolio Tracking | Included | Included | Included |
| User Profile & Role-Based Access | Included | Included | Included |
| Firm Profile Page | Included | Included | Included |
| Settings & Configuration | Included | Included | Included |
| IPP-Hosted & Instant Setup | Included | Included | Optional |
| 24/7/365 Customer Support | Included | Included | Included |
| Investor Relations | |||
| Investor CRM & List Management | Included | Included | Included |
| Secure Investor Messaging | Included | Included | Included |
| News & Investor Announcements | Included | Included | Included |
| Contact Us Portal Page | Included | Included | Included |
| Number of Investors / LPs | Per Seat | Unlimited | Unlimited |
| Number of Admin / GP Users | Per Seat | Unlimited | Unlimited |
| Documents & Data | |||
| Document Vault (K-1s, PPMs, legal) | Included | Included | Included |
| E-Signature & Document Approvals | Add-on | Included | Included |
| Document Audit Trail & Engagement | Basic | Included | Included |
| Transaction History & Ledger | Add-on | Included | Included |
| Capital Tracker | Add-on | Included | Included |
| Reporting, Finance & Accounting | |||
| Reports (performance, IRR, multiples) | Add-on | Included | Included |
| Statements (investor account statements) | Add-on | Included | Included |
| Money Queue (distribution staging) | Add-on | Included | Included |
| Manage Money (automated waterfalls) | Add-on | Included | Included |
| Accounting Software Integration | Add-on | Included | Included |
| Indices & Benchmark Comparisons | Add-on | Included | Included |
| Custom Report Templates | — | Standard | Included |
| Bespoke Board-Ready Report Packs | — | — | Included |
| Media & Content | |||
| Video Library (webcasts & LP updates) | Add-on | Included | Included |
| News Publishing & Announcements | Included | Included | Included |
| Customization & Infrastructure | |||
| White-Label + Custom Domain & Branding | Add-on | Included | Included |
| Full API Access & Integrations | — | Included | Included |
| Source Code Access | — | Included | Included |
| Self-Host Option (AWS / Azure / GCP / On-Prem) | — | Included | Included |
| IPP-Managed Hosting (additional fee) | — | — | Available |
| Custom Workflows & Approval Chains | — | — | Included |
| SSO / SAML + MFA Enforcement | — | — | Included |
| Security & Compliance | |||
| SOC 1, SOC 2, SOC 3 Infrastructure | Included | Included | Included |
| ISO 27001 / PCI DSS Level 1 | Included | Included | Included |
| SEC Rule 17a-4(f) | — | Included | Included |
| GDPR / HIPAA / CCPA Controls | — | Partial | Included |
| Custom SLA & Uptime Guarantee | — | — | Included |
| Support & Services | |||
| 24/7/365 Phone, Email & Chat Support | Included | Included | Included |
| Priority Onboarding | — | Included | Included |
| Dedicated Customer Success Manager | — | Included | Included |
| Dedicated Engineering Resources | — | — | Included |
| Fund Administration Services | — | — | Included |
| Financing & Flexible Payment Terms | — | — | Included |
Pro add-ons
Add modules to Pro as your firm grows. All of them come included in PRO+ Annual and Enterprise. Ask about add-on pricing.
- Transaction History & Capital Tracker
- E-Signature & Document Approvals
- Reports
- Statements
- Money Queue
- Manage Money
- Video Library
- Indices & Benchmarking
- White-Label & Custom Domain
- Accounting Integration
Certified infrastructure, 30+ frameworks
- SOC 1
- SOC 2
- SOC 3
- ISO 27001
- ISO 27017
- ISO 27018
- ISO 27701
- ISO 9001
- PCI DSS Level 1
- SEC 17a-4(f)
- FedRAMP
- FISMA
- HIPAA
- HITRUST CSF
- GDPR
- NIST
- FIPS
- ITAR
- CCCS
- C5
- TISAX
- CSA
- CyberGRX
- ISO 22301
We shall build good software here, at a profit if we can, at a loss if we must, but always good software.
Common questions
Still deciding? Book a 30-minute demo and we’ll walk through the plans with you.
What’s the difference between Pro and Unlimited Annual?
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.
How does the annual plan billing work?
The Unlimited Annual plan is billed as a single flat annual fee, prorated across 12 months and divided into equal monthly installments. You get full access to every feature from day one — no waiting, no staged rollout.
Where is the software hosted? Can I self-host?
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.
How quickly can we be up and running?
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.
What asset classes does IPP support?
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.
Are there setup fees or hidden costs?
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.
What is your customer retention rate?
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.
Do you offer 24/7/365 support?
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.
Do you offer financing or flexible payment terms?
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 today.
No setup fees, no hidden costs, live in minutes. Start now, or tell us about your firm and we’ll reply within one business day.
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- Los Angeles+1 310 896 8487
- Email[email protected]