Fully automated Waterfall Automation for complex waterfalls, distributions, and accounting in PE, VC, HF, and more.

    • Waterfall automation software automates and simplifies any complex calculations and streamlines your distributions to a single click.
    • Customized LP agreements and other nuances such as carry, side cars, SPVs, and co-invests (to name a few) are codified and error free with IPP waterfall automation
    • IPP's waterfall automation solution offers a unique approach and each client's exact needs are configured per spec tailored to your exact needs.
    • IPP's solution provides faster, reliable, and accurate workflows while reducing risk and operational expenses.

InvestorPortaLPro delivers automated waterfall solutions such as PDFs, emails, bank payments and more for your distributions or other accounting formulae. Therefore we save you time, talent, and treasure that can be saved or applied elsewhere in the business. Our waterfall software engine is programmed for you per spec and there are no limits on usage or number of documents generated. Why spend days doing your calculations in Excel, and manually sending emails? Share your goals with us today.


Headless and / or integrated waterfall automation software

InvestorPortaLPro is a modern, and useful investor portal document management software designed to automate the consolidation, generation, and distribution of content and time sensitive documents intended for high value recipients. Our staff has been involved in the design, development, and support of the world's top investor portals, and now we are 100% owned by our employees.

No matter how complex you think your current process is - InvestorPortaLPro can automate it, connect it, integrate it, and distribute it to investors. We take your current processes and systems, combine them into centralized data model, and work with your existing document formats to streamline and effectively deliver contact to investors that truly allows you to scale.

  •   Reduce distribution time from days to minutes
  •   Eliminate accounting software, excel, and errors
  •   Generate dynamic statements and delta reports immediately
  •   Grow your investors without any additional costs

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Automating distributions, waterfalls, and payments

  • Eliminate errors, reduce time, and save money
  • Automate your fundraising to eliminate manual work, reduce risks, improve your reputation, and digitize your subscription process today with IPP.
  • Push button distribution calculation, creation, distribution, and analysis
  • One click and done for the most complex accounting automation including; dividend reinvestment programs (DRIP), any type of distribution or waterfall, fixed or variable rates, insurance, claw backs, high watermarks, and more. We guarantee our work with save you time, treasure and talent.
  • Quality, scalability, and speed
  • Waterfall automation software distroW° by InvestorPortaLPro automates your investors experience, so you can step in at the right moments. We automatically generate the most complex monthly, quarterly, yearly, and ad hoc reporting requirements with our push button / one click automation. You can load data from excel, 3rd party accounting systems, flat file, or have a fund admin do it for you. All of our solutions are unlimited users, so you can invite everyone to get eyes on any project. Create PDFs, send emails, track opens and downloads, and get a handle on time consuming, manual merges. Get in touch and share your goals with us today.

Waterfalls, distributions, capital calls, and more - Fully automated, correct, and secure.

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.

Save time, treasure, and talent

InvestorPortaLPro empowers your team to grow and scale your investors by fully automating your waterfalls, distributions, and more. Allow us to show you how you can reduce your total spend on expensive accounting software, make less errors by removing excel, and get your documents out to investors quickly, securely, and error free. We fully automate the most sophisticated formulae including dividend reinvestment automation, and more.

By automating your investor documentation once, you end up reducing a process that normally takes days into a process that only takes minutes. Talk to us today about how you are currently processing your data into documents, and we will provide a solution you thought was possible, but have found until now.

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  Schedule demo



Alternative Investments Software for Private Equity and Venture Capital

Best-of-breed software systems for private equity and venture capital firms looking for an advantage in the space

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

Ready to discover how much time and treasure you can save by automating your waterfall distributions?

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

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All fields secure, and kept private

Why choose a boutique alternative investments software firm?

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 & 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.