Build investor relations software, no code required
Streamline communication, manage data, and enhance transparency with a custom app tailored for your investor relations team.
Customize your investor relations tool
Create an investor portal that fits your workflow. Add only the features you need now, and adapt your setup as your investor needs change.
Investor contact management
Investor communications tracking
Document sharing and permissions
Fundraising progress dashboard
Event scheduling and invitations
Investor reporting portal
Bring all your investor data together in real time
Connect spreadsheets, CRMs, and financial systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your investor relations.
Deliver a secure, tailored investor experience.
Offer investors a branded portal with access to personalized reports and documents. Control permissions and logins to keep sensitive financial data secure.
Easy, secure logins
Investors can view statements and updates on desktop or mobile. Your portal is mobile-ready for convenient access anywhere.
Works on any device
Investors can view statements and updates on desktop or mobile. Your portal is mobile-ready for convenient access anywhere.
Automations
Integrate with existing tools to automate reporting, notifications, and document sharing for your investors.
User groups
Provide tailored logins and dashboards for different investor types, ensuring each group sees relevant information.
Advanced permissions
Set custom rules for who can view, download, or update investment documents—down to each group or user.
Security
Keep investor data protected. Softr’s compliance with SOC2 and GDPR ensures robust security and privacy.
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AI assistant for investor relations
Investors can ask AI for updates, reports, or insights and get instant answers, all within your investor portal from Softr.
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
Create your investor portal in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Easily add reports, document sharing, or update flows as your investor needs change.
Flexible as you grow
Start with your investor portal, then add dashboards or secure data rooms—all in one place.
Build a fully custom investor relations software in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your Investor Portal in minutes