Real estate investor portal software

Provide investors private access to docs, transactions, deals, and performance info in the cloud

Real Estate Investor Portal Solutions

Real Estate (RE) software, solutions, and services for your real estate firm or REIT to improve communications, investor relations, deal management, and fundraising. Find out more about what we offer by clicking on the items below, and then get in touch with us for a discussion about what you need and how we can help you achieve your goals.


Real estate CRM / IRM software

Real Estate Customer Relationship Management (CRM) and Investor Relationship Management (IRM) that is hosted wherever you want, including cloud based or on premises. Marketing automation, messaging, on-boarding, eSignature, mobile access, and a centralized database for reporting.

  Learn more about RE CRM


Secure real estate VDR

Real estate fundraising, deal marketing, and prospect onboarding: "Your Investors Experience": Simplified fundraising that reduces work, tracks your pipeline, transfers money, reduces time to close, and creates a clean experience for you and your investors. Market deals wider with unlimited users securely with confidence in a modern data room.

  Learn more about RE VDR


Dynamic real estate reporting at every level

Dynamic real estate reporting: IPP includes an accounting engine and investor relationship management engine which offer real estate firms, REITs, and real asset managers the ability to dynamically generate any format & any report including firm, fund, investor, account, and investment reports such as monthly statements, distribution notices, capital calls, sub docs, and PPMs.

  Learn more about RE reporting

 Geocoding, GIS, mapping, and data enrichment

Real estate geocoding: Plot holdings across multiple layers to assess risk, exposure, and profit centers for investors, teams, and partners. IPP geocodes your database, enhances your data set by enriching your existing model, and standardizes your data model to make reporting and analytics more holistic.

  Learn more about geocoding

 Software integrations

Real estate property management integration, accounting integration, and data enrichment. Put your property information online and integrate portfolio and holdings data direct from your property management solutions to investors. We also help setup dynamic data & dashboards for you to report information to investors and prospects online through a secure and easy to use investor portal.

  Learn more about integrations

 Compliance, legal, & regulatory

Real estate software compliance: SSAE 16 SOC II Type 2 certified solutions for regulatory, compliance, and peace of mind. OFAC, KYC, and AML checks to ensure your firm and investors are safe. We offer solutions that provide peace of mind through automating the tough bits of the regulatory and compliance process so your legal concerns are met from day one. Safe, secure, and stable investor software and services solutions at a fixed price for unlimited users.

  Learn more about governance

real estate investor portal

InvestorPortaLPro™ for Real Assets

Real estate, REIT, and real assets investor portal solutions

One fixed price for unlimited users, unlimited bandwidth, and unlimited storage 

Designed for real estate, REIT, and real asset managers to create, automate, distribute, and track in oder to make you more efficient, effective, and successful.

InvestorPortaLPro™ real estate investor portal software is built for RE, real assets, and REIT firms and investors to share performance, fund raise, create reports, and exchange data. Our solutions enable you to 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 best of breed RE tools will help you make better business decisions, reduce risk, and collaborate with your current and prospective investors.

  Share your goals

  Schedule demo

real estate investor reporting

Real investor portal software sophistication

IPP™ real estate investor portal software offers integrated, end-to-end real estate investment management software that manage real assets including; real estate structured like private equity, debt, private REITs, co-venturing initiatives, and opportunistic funds within a single system. IPP is a cloud based SaaS platform, and seamlessly integrates with products like Yardi, MRI, Excel, and others., IPP™ provides real estate-specific capabilities needed to manage investments, deals, and funds such as automated distributions, re-investments, waterfalls, and payments. InvestorPortaLPro also assists with fundraising and deal marketing.

InvestorPortaLPro™ enhances your 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

  Share your goals

  Schedule demo

Are you ready for your investors to look at the opportunity landscape you are creating?

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 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.