Private equity investor portal software

Investor relations reporting and investor portals for PE and VC firms that optimize investor reporting and provide a world-class investor experience

Private equity investor portal software solutions

Private equity software for fund marketing to commitment and capital call to distribution. Automate waterfall calculations for investors, and save time and treasure. InvestorPortaLPro™ is an investor portal solution for private equity and venture capital firms. Please browse our site, and then contact us for more details and to move forward.

Dynamic investor and fund reports

  InvestorHub° PE

Create reports onine with a few clicks. Easy creation of Capital Account Summaries and other reports based on data you provide to investors. Resolve investor requests online, with dynanic data solutions from InvestorPortaLPro™.

  Learn more about InvestorHub

Virtual data room, fundraising, deal marketing, and on-boarding


Private equity data room software and deal making software designed to market deals online, share secure documents, and enable a virtual data room (VDR) for prospective investors, partners, and other interested parties. Cross-market funds and deals to existing investors with security and transparency, while also being able to audit who viewed what and when.

  Learn more about PE / VC data rooms

CRM, IRM and investor nurturing

 InterFirm° PE

Improve investor relations communications and collaboration with inbound investor request tracking, web-based investor inquiry support, and a full audit trail of how your investors are interacting with your firm.

  Learn more about PE / VC CRM

  Private & secure investor reporting

Securely share reports, documents, and data online with your investors, partners, teams, prospect and others. Encrypted investor portal solutions with SSAE16 SOCII TypeII certification.

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  Mobile first and apps

Mobile Investor Portal Software that is accessible from any device, anytime, anywhere. InvestorPortaLPro™ is developed to use from smartphones and tablets, so your investors can access the information you provide anywhere.

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Distribution and waterfall automation

  distroW° PE

Automate your entire distribution process to save time, ensure distribution calculations are correct, gain insight into the complete distribution waterfall picture, and compliment your existing investor relations operations.

  Learn more about accounting automation

Investor Portal Software for Private Equity

Private equity fund & investor reporting

Designed for PE Investor Relations, Deal Teams, and Portfolio Managers to make you more efficient, effective, and successful. Check out our best of breed PE portal software.

InvestorPortaLPro™ software is built for investors to easily find documents and data online. Our features allow you to manage investor relations, communicate and collaborate with clients, and monitor your investor portal interactions. InvestorPortaLPro™ is securely hosted and SSAE 16 SOC II Type 2 certified. Our tools will help you make better business decisions, reduce risk, and collaborate with your current and prospective investors.

Communicate information to investors

Providing general partners a sophisticated, affordable, and advanced investor portal software solution. InvestorPortaLPro™ Investor Portal Software helps to ensure alternative investment partners have stronger relationships with their investors, by providing an investor portal platform for better servicing investors and communicating with people online, while receiving more insight and management over investor communications, document management, online data, and investor analytics. With our investor portal solutions, GPs provide their clients the investor tools for increased transparency with security, real-time transfer of information to investors and prospects, and improvement of your global brand.

InvestorPortaLPro™ PE investor portal solutions are affordable and secure. As a client of InvestorPortaLPro™, you are given the choices to use only the modules that you see fit. Our basic module is the documents module, a secure way to deploy documents to your investors online. All of our modules allow for more effective communication with current investors and prospective investors.

  Share your goals

  Schedule demo

Investor Portal Solutions

A world-class, white-glove private equity investor portal experience

InvestorPortaLPro™ PE portals enhance your PE investor communication with security, stability, and advanced technology.

  • Securely transmit documents and data to investors
  • Control fund marketing and fund raising online
  • Track, analyze, and audit investor relationships

Solutions for PE Fund Marketing and Fund Raising

Market your funds and deals with a branded investor portal, and allow potential limited partners to access information securely and easily with a full audit trail. Investors access fund marketing documents through "any browser & any device". Virtual data rooms on InvestorPortaLPro™ are used for secure transparency and to host documents such as fund marketing, private placement memorandums, and videos. InvestorPortaLPro has a sophisticated audit trail so you can gain actionable intelligence and make better business decisions. There is full audit trail of everything investors do on InvestorPortaLPro™.

Fund raising & fund marketing

InvestorPortaLPro™ PE investor portals are used for fund raising and fund marketing by new funds and for existing firms that are marketing a new fund. Since you can fully audit the viewing and downloading of your documents, you are able to assess the most important documents and data that you post onlie, and make more effective fund raising decisions. Prospective investors are offered an easy to use data room in order to see current and prospective fund documents, based on easy access rights, from any device, at any time. Once an investor becomes active, they appreciate the fact that the fund marketing data room look exactly like the current investor portal. Semaless transisiton, for easy access and comfort to LPs and GPs.

  Share your goals

  Schedule demo

Are you ready to be treated like a partner from your software vendor?

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 required, secure, and kept private


Why choose a boutique software firm for your investor experience?

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.

• InvestorPortaLPro is a software solution designed for private equity firms, which are investment firms that raise capital from institutional investors and high-net-worth individuals to invest in privately held companies.

• Private equity firms typically have a limited number of investors who commit large amounts of capital over a long period of time, and they often invest in companies that are not publicly traded.

• InvestorPortaLPro provides private equity firms with a secure and efficient way to manage investor communications and data, which is particularly important for firms with a limited number of investors who require a high level of transparency and communication.

• The solution includes features such as online document storage, reporting tools, and investor dashboards, which enable private equity firms to provide investors with real-time access to important information about their investments.

• The reporting tools provide transparency to investors, allowing them to track their investments and performance metrics in real-time, which is critical for building and maintaining trust with investors.

• The portal also streamlines communication between private equity firms and investors, reducing the need for manual updates and emails, which can be time-consuming and error-prone.

• InvestorPortaLPro is designed to be user-friendly and intuitive, with a simple interface that requires minimal training for users, which is important for firms with limited resources to invest in training and support.

• The software solution is cloud-based or on premises, making it accessible from anywhere with an internet connection, which is important for private equity firms that often have teams located in different parts of the world.

• InvestorPortaLPro offers flexible pricing options to fit the needs and budgets of different private equity firms, which is important for firms with different sizes and structures.

• The solution is supported by a team of experienced professionals who provide ongoing technical support and training to users, which is important for private equity firms that may not have in-house IT expertise.

  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.