Real estate investment management software, solutions, and services for your real estate firm, funds, and deals 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 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.
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.
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.
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.
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.
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.
One fixed price for unlimited users, unlimited bandwidth, and unlimited storage
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.
InvestorPortaLPro™ enhances your investor communication with security, stability, and advanced technology.
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
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.
"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.
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.
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.
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.