Build investor relations management software
Manage LPs, share documents, and track performance in an AI-powered portal built with AI to fit your firm's unique VC workflows.
Tailor your investor software to your needs
Customize an investor portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your fund evolves.
Secure document sharing
Portfolio performance tracking
Capital call management
Deal flow updates
Investor onboarding workflows
AI data interaction
Unify your fund and LP data in real time
Connect investment trackers, CRM data, and spreadsheets with real-time sync—or manage everything in Softr Databases. Create one single source of truth for your firm.
Give every investor a custom, secure experience.
Give each LP the right views and access in a branded portal. Set up secure logins, user groups, and granular permissions in minutes.
Easy, secure logins
Softr portals are mobile-ready. Let LPs check their portfolio performance on the go with a downloadable app built in one click with Softr's PWA.
Works on any device
Softr portals are mobile-ready. Let LPs check their portfolio performance on the go with a downloadable app built in one click with Softr's PWA.
Automations
Build native automations to handle LP notifications, capital call alerts, and status updates automatically whenever deal records are changed.
User groups
Provide separate logins for different investor tiers or funds, and create personalized performance dashboards for every partner.
Advanced permissions
Apply rules for each investor group. Customize who sees which documents and performance metrics at the most granular level.
Security
Protect private investor financial information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your investor relations management software in minutes with AI—no manual configuration needed.
Consolidate your stack
Add features like capital call tracking, performance reporting, or secure document sharing as your fund grows.
Flexible as you grow
Start with an investor portal, then add deal flow trackers and internal dashboards—all in one place.
Generate a custom investor relations tool in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Launch your investor portal today
Describe what you need. Softr's AI builds your custom investor relations tool in minutes.