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Investor portals are a way to deliver content to your investors and other interested parties. This content is normally documents, such as tax docs, monthly letters, sub docs, LPAs, K1s, and data such as the growth of a dollar, statements of partner capital, NAV, balances, and other indices and information. Investor portals can also be used internally at the firm to track what investors are doing, when they view documents, and other important information you can use to make better decisions and have more informed conversations.
To determine the price of an investor portal is not always straightforward, and the market is filled with vendors that will charge you as much as you can possible afford. The best pricing is an unlimited plan where you are never charged more for adding funds, users, investments, and the price is not tied to AUM or the amount of deals you are doing. You should NEVER be nickel and dimed into paying a higher price every month or year. You will get into the portal and eventually a year from then paying double what you signed up for. At this point you are 'locked in' and it is sometimes hard for certain firs to get your data out. Be very wary of portals that are priced without unlimited pricing. Make sure to ask about hosting charges as well. Normally, these are billed after you sign the deal, so a 10,000/year deal quickly goes to 20,000 a year with hosting added.
Institutional investors are very different from high net worth (HNW) investors. In fact each investor type will require different reports, different access to data, and make different investor relations queries that you are responsible for. An investor portal should handle each investor uniquely based on type, and redraw or present the portal according to their needs. An investor portal should reduce the time it takes for you investor relations and reporting teams to turn around important documents allowing you to reduce our total spend on investor relations queries.
There are three types of software firms selling investor portal solutions. The first type are old entrenched players that have old technology, cost a lost, are loaded with features you don't want or need, and never have the features that you do need. The second type are smaller players that offer cookie cutter, out of the box solutions that are plain vanilla, do not distinguish you in the market, and are not secure. The third, are solutions that are modern, clean, and built on open source. There is only one provider in the third bucket, and that is IPP.
Investor portals are often integrated with current processes and software, however you should be able to login to your new portal within a few days of making a deal with a vendor. You don't want to go two months or so waiting for your portal to be built without your feedback, or you will get something you don't want, and have no idea how to use. A completely custom portal will take a month to implement from IPP, whereby a portal that is out of the box, and generic will take three months from a generic big-box provider.
During the initial due diligence you are conducting on an investor portal, you may have an analyst or other teammate conducting the initial research. Whether you start here or right at the top with the C--suite, depends on your firm. Ultimately, a few people will be critical to the decision making process. A representative from IR, accounting, reporting, and management is the perfect team to get things settled, but this is not required if you're a smaller firm and taking on more responsibilities.
Investor portals are software solutions, and can be hosted anywhere, including Amazon AWS, Google Cloud Platform (GCP), Microsoft Azure, any other cloud provider, or on premises wherever you want. If you run into a vendor that only uses one hosting provider, and doesn't let you choose, it's probably a good idea to remove them from consideration.
Timing for an investor portal is often linked to some initiative or concern, such as building a new website, replacing or upgrading a data room or simple investor experience. Sometimes, you can do a website or branding redesign along with an investor portal rollout. Frequently, investor portal solutions can take longer than six months to make, however top providers will go from deal close to portal go live in about a month.
Private equity, real estate, infrastructure, private debt, hedge funds, fond of funds, fund admins, waalth managers, RIAs, and venture capital are some of the most common types of asset classes that are put into an investor portal software solution.
We would love to hear from you. If you have further investor portal questions or comments, please send them to us, and we'll be sure to get back to you shortly.
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
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 investor portal software on the market today that are designed to be useful, and user friendly. We host with Amazon™, are built mostly with open source software. Since we develop sophisticated technology we spend a large majority of our budget on research and development.