How Untapped Capital VC firm keeps its LPs informed through the investor portal built with Softr

Using Softr, Untapped Capital has been able to build a dashboard for their investors that links to their Airtable CRM. Read the case study to find out how Softr can be used as an investor portal solution for tracking thousands of startups and keeping its LPs informed of what's happening in their portfolios!

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Untapped Capital is a venture fund that invests in US-based startups. They track thousands of startups and needed a way for their investors (also called Limited Partners or LPs) to be able to track and tag startups as part of the fund's outbound process. After trying out several solutions, they ended up with Softr and used it to construct the portal. We talked with Yohei, who is a General Partner at Untapped, to learn why Softr became their tool of choice and what it has allowed them to achieve.

investor portal login page

Why Softr?

Untapped uses Airtable for their CRM and, for the investor portal, they needed a platform that would link directly to the CRM. Yohei told us that he tried Webflow first, but it allowed for too much flexibility, which was rather a con than a pro in his case. Next, he gave Stacker a try, and, although its CRUD (Create, Read, Update, and Delete) functionality was great, it lacked the ability to create unique pages not linked to the Airtable data. Further on, Yohei started experimenting with Softr and soon realized that it was really solving their problem, and there was no need to look further (Softr even provides a ready-made Investor Portal template to get started).

"I had already tried other tools, so when I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere."

Yohei Nakajima, General Partner, Untapped Capital

Yohei also likes how quickly he can add new pages to the existing project and link them to Airtable data, making the process of adjusting and updating the project really easy. Now that he has some experience working with Softr and has seen the results it can achieve, Yohei will surely use if for future projects and is already building another site with it.

"I’ll likely start setting up a lot more quick websites and projects now that I know how to use Softr."

Yohei Nakajima, General Partner, Untapped Capital

investor portal login page

Current results and next steps

With the investor portal under their belt, Yohei and his team have started another project on Softr that's in progress. The results have been beyond expectations so far, and Softr will play an even bigger role in their business as they expand their current applications as well as build new ones.

"Technology is core to our fund, and Softr will play a key role in the near future as we differentiate ourselves with a custom No Code CRM that allows us to operate extremely efficiently."

Yohei Nakajima, General Partner, Untapped Capital

create a client portal on Airtable

Yohei's session with Aron Korenblit on building a client portal with Softr

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