Dynamic investor reports, shareholder documentation, infographics, and microsites for public and private firms, funds, and more.

Investor, investment, account, firm, and fund level reporting software for K1, PPM, Sub-docs, monthly statements, PCAP, quarterly reporting, and more. Empower your investor relations, legal, compliance, shareholders, investors, and partners The IPP suite of software products provide investor reporting online, so you can deliver fund, firm, investor, tax and other investor reports seamlessly via mobile and desktop. Offering the industries most sophisticated dynamic reporting to your team for the ability to run any report, anytime, from anywhere. Reduce your investor relations inquiries, and give your investors and employees the ability to run reports directly on your data in real time.


Advance and modernize your investor reporting today

InvestorPortaLPro delivers automated waterfall solutions for your distributions, and saves you time and treasure. Our waterfall software is programmed once, and you have access to the source code. Why spend days doing your calculations in Excel? Contact us today.

K1 investor reporting, sub-docs generation, automated waterfalls, distributions, capital calls, other types of reports. Fully automated, correct, and secure data and documents from IPP. Improve communications and collaborating with inbound investor request tracking, web-based investor inquiry support, and other tools like a full audit trail report of how your investors are interacting with your firm.

  Share your goals


Streamlined investor report software processes for modernized IR

  •   Stop spending so much time reporting manually with errors
  •   Connect IR reports to your data and generate them automatically with DRM
  •   Give your teams and shareholders Mobile reporting (any device, anywhere, anytime)
  •   Clean & sophisticated fund, firm, IR, tax, and legal reporting
  •   Investor reporting software for all team sizes



Investor reporting software & services

Best-of-breed software systems for public and private firms, looking for an advantage from reporting automation

InvestorPortaLPro™ investor relations software is built for IR teams and their investors and shareholders to easily share documents, collaborate, and provide charts and data online. Our IR software features allow you to best manage investor relations, communicate and collaborate with clients, and monitor your investor portal interactions. InvestorPortaLPro™ is securely hosted and SSAE SOC II Type 2 certified. Our tools will help you make better business decisions, reduce risk, and collaborate with your current and prospective investors.

Schedule a demo

Are you ready to centralize and automate your investor relations reporting software?

We have never lost a client. We take the time to listen to your needs before selling you software. We appreciate our clients time, and look forward to speaking with you today about potentially partnering with us. Thank you ahead of time for providing your contact information and a brief description of what your goals are today. We value your privacy and will never sell or provide your information to 3rd parties

  Share your goals

All fields secure, and kept private

Why choose a small American business?

There are many reasons to choose InvestorPortaLPro™. We are 100% employee owned, with no outside investment. Our products affordable yet sophisticated. Our company is 100% dedicated to investor portals, and spend most of our revenue on R&D to build a better portal for our customers and their investors.

  Our vision & dreams

"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, ethics, and experiences

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 & retention

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.

  R&D commitment

InvestorPortaLPro™ develops the most technically advanced alternative investment software and investor portal software on the market today. Designed to be useful, and user friendly. You can choose to host IPP yourself (on premises), or with any hosting provider such as Azure™, or Amazon™ AWS. IPP is built using open source software. Since we develop sophisticated technology we spend a large majority of our budget on research and development.