InterFirm° centralizes your data, becomes the book of record, and assists in workflow automation.

InterFirm° CRM for real asset managers helps nurture relationships from prospecting and on-boarding through to investments and payouts. Dealflow, fund marketing, investor relationship management, accounting integration, automated report generation and interaction tracking. It's all here with InterFirm° by IPP.


360° CRM views of clients, assets, and investments

InterFirm° real asset IRM includes such features as real estate CRM, and is designed to help nurture and foster the most important client relationships. We take our hands-on, bespoke solution: PORTAL.BLACK, and localize it for your specific needs, in order to create InterFirm° - our latest CRM / IRM offering for firms with real assets. Whether real estate or other real assets - infrastructure - or by land, air, and sea investments - InterFirm° helps you craft an investor relationship management strategy tailored to your exacting clientelle.

Investor relationship management for firms and funds

Completely white-labeled and dressed in your brand, InterFirm° helps to improve communications and collaboration with inbound investor queries, capital introduction, web-based investor inquiries, and a full audit trail of how your investors are interacting with your firm. Bring your relationships to life with InterFirm° by IPP.

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Bespoke investor relations experiences

InterFirm° combines information and enables action to nurture your most valuable assets.

  •   Build long-lasting, trusted relationships, digitally
  • Securely transmit, sign, and search any type of document or form like sub-docs and PPMs to investors
  •   Centralize, crystallize, and produce content clearly
  • Automate your performance reporting, waterfalls, distributions, and payments
  •   Achieve data clarity and unlock your vision
  • Visualize, harmonize, and consume dynamic reports for current and future assets. Provide key metrics, aggregations, time-series, & dashboards to see value quickly.
  •   Centralize
  • Control your marketing, prospecting, fundraising and deal making from one source of truth
  •   Analyze everything
  • Track everything to analyse and learn from your data without any programming or fuss



Alternative Investments Software for Real Asset Managers

Best-of-breed software systems for real estate firms, REITs, developers, and property managers.

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.

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Ready to start nurturing your most important client relationships?

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.