What is investor portal software?

TL;DR - Investor portal software solutions, products, and services are a way to get data and documents online for people.

Investor portals are a way to deliver content to your investors and other interested parties. This content is normally documents, such as tax docs, monthly letters, sub docs, LPAs, K1s, and data such as the growth of a dollar, statements of partner capital, NAV, balances, and other indices and information. Investor portals can also be used internally at the firm to track what investors are doing, when they view documents, and other important information you can use to make better decisions and have more informed conversations.

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What are the benefits of using investor portal software?

  • Professional look and feel to the firm
  • Organization and peace of mind for your team
  • A full, real-time audit of prospect activity

What does investor portal software cost?

TL;DR - There are many different pricing schemes, so buyer beware!

To determine the price of an investor portal is not always straightforward, and the market is filled with vendors that will charge you as much as you can possible afford. The best pricing is an unlimited plan where you are never charged more for adding funds, users, investments, and the price is not tied to AUM or the amount of deals you are doing. You should NEVER be nickel and dimed into paying a higher price every month or year. You will get into the portal and eventually a year from then paying double what you signed up for. At this point you are 'locked in' and it is sometimes hard for certain firs to get your data out. Be very wary of portals that are priced without unlimited pricing. Make sure to ask about hosting charges as well. Normally, these are billed after you sign the deal, so a 10,000/year deal quickly goes to 20,000 a year with hosting added.

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What are the benefits of unlimited pricing?

  • You are free to grow as big as you want
  • There are no surprises on your bill
  • You save time and treasure

What are investors looking for in a portal?

TL;DR - Investors come in many forms, and their portals needed depend upon their underlying investments and your ability to communicate.

Institutional investors are very different from high net worth (HNW) investors. In fact each investor type will require different reports, different access to data, and make different investor relations queries that you are responsible for. An investor portal should handle each investor uniquely based on type, and redraw or present the portal according to their needs. An investor portal should reduce the time it takes for you investor relations and reporting teams to turn around important documents allowing you to reduce our total spend on investor relations queries.

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What are the all around investor benefits?

  • Reduce the time it takes investor to get reports
  • Provide unique experiences to each investor
  • Faster more professional service from your firm

Investor portal software companies...

TL;DR - There are many players, but only one type you want.

There are three types of software firms selling investor portal solutions. The first type are old entrenched players that have old technology, cost a lost, are loaded with features you don't want or need, and never have the features that you do need. The second type are smaller players that offer cookie cutter, out of the box solutions that are plain vanilla, do not distinguish you in the market, and are not secure. The third, are solutions that are modern, clean, and built on open source. There is only one provider in the third bucket, and that is IPP.

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How to choose an investor portal software?

  • Make sure you have full control over the source code
  • Any changes you want should be part of the deal
  • Your spend, should not determine your support

How long does an investor portal take to implement?

TL;DR - It depends, but on average it should take around a month.

Investor portals are often integrated with current processes and software, however you should be able to login to your new portal within a few days of making a deal with a vendor. You don't want to go two months or so waiting for your portal to be built without your feedback, or you will get something you don't want, and have no idea how to use. A completely custom portal will take a month to implement from IPP, whereby a portal that is out of the box, and generic will take three months from a generic big-box provider.

Discuss your timelines with us?

What time considerations in regards to investor portal software?

  • Quicker feedback from your investors on the portal
  • On-boarding new investors is accellerated
  • Spend less time as a team setting up software

Who is involved in investor portal software decisions?

TL;DR - Investor relations, a C level exec., and perhaps some investors

During the initial due diligence you are conducting on an investor portal, you may have an analyst or other teammate conducting the initial research. Whether you start here or right at the top with the C--suite, depends on your firm. Ultimately, a few people will be critical to the decision making process. A representative from IR, accounting, reporting, and management is the perfect team to get things settled, but this is not required if you're a smaller firm and taking on more responsibilities.

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What benefits does your due diligence bring?

  • Stronger portal adoption by your team
  • Backup and support when teammates are not working
  • Multiple agendas blended into a single solution

Where is an investor portal hosted?

TL;DR - Anywhere you want

Investor portals are software solutions, and can be hosted anywhere, including Amazon AWS, Google Cloud Platform (GCP), Microsoft Azure, any other cloud provider, or on premises wherever you want. If you run into a vendor that only uses one hosting provider, and doesn't let you choose, it's probably a good idea to remove them from consideration.

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Why do hosting options matter?

  • Flexibility and control over your firm
  • Resiliency, redundancy, and risk reduction
  • Security that you control and trust

When do you need investor portal software?

TL;DR - Normally if you are growing, or are overworking your team with IR queries and reporting.

Timing for an investor portal is often linked to some initiative or concern, such as building a new website, replacing or upgrading a data room or simple investor experience. Sometimes, you can do a website or branding redesign along with an investor portal rollout. Frequently, investor portal solutions can take longer than six months to make, however top providers will go from deal close to portal go live in about a month.

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What timing benefits can you achieve?

  • Re-branding and a portal is a force multiplier
  • Parallel process as quickly as possible
  • Minimize tie spent on internal PM work

Who needs investor portal software?

TL;DR - Any public company or private firm that has the need to collaborate with investors or shareholders.

Private equity, real estate, infrastructure, private debt, hedge funds, fond of funds, fund admins, waalth managers, RIAs, and venture capital are some of the most common types of asset classes that are put into an investor portal software solution.

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What content goes into investor portal software?

  • Any legal or binding documents
  • Historical and active information
  • Investor relations communications

Ask us your detailed questions

We would love to hear from you. If you have further investor portal questions or comments, please send them to us, and we'll be sure to get back to you shortly.

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What are the IPP advantages?

There are many reasons to choose InvestorPortaLPro™. We are affordable yet sophisticated, 100% dedicated to investor portals, and spend most of our revenue on research and development to build a better portal for our customers and their investors.

Our Vision

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

InvestorPortaLPro™ aims to be the most user-friendly, affordable, and modern investor portal on the market for firms of all sizes, including private equity, real estate, public companies, private companies, banks, wealth managers, and asset servicers.

Our People

100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straight-forward, and down to earth team in the space. We are also hiring. Please contact us about joining our team of alternative investment software professionals.

100% Customer Success

Every implementation we have done is unique, and all have been success stories for our clients. Our organization is founded on the simple belief that we are successful when our clients are completely happy. We offer flexible pricing, financing options, and certain guarantees in our contracts for your success and ours.

Research and Development

InvestorPortaLPro™ develops the most technically advanced investor portal software on the market today that are designed to be useful, and user friendly. We host with Amazon™, are built mostly with open source software. Since we develop sophisticated technology we spend a large majority of our budget on research and development.