Build private equity management software
Manage capital calls and fund performance in an AI-powered system built with AI you customize to fit your venture capital workflow.
Build exactly what your firm needs
Customize an investor portal that looks sleek and professional. Add blocks like document distribution and capital tracking—only when needed.
Investor onboarding and verification
Fund performance dashboards
Capital call management
Secure document distribution
AI-powered portfolio summaries
Deal flow tracking
Unify your investment data in real time
Connect deal flow spreadsheets, financial data, and LP information with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your firm.
Give every investor a custom, secure experience.
Give each LP the right fund views and data access in a branded portal. Set up secure logins, user groups, and granular permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn your portal into a downloadable app for LPs to check performance on the go with one click.
Works on any device
Softr apps are mobile-ready by default. Turn your portal into a downloadable app for LPs to check performance on the go with one click.
Automations
Build native automations with Softr Workflows to handle capital call notifications and status updates automatically whenever records change.
User groups
Provide separate logins for different investor tiers or limited partners, and create personalized dashboards for each user.
Advanced permissions
Apply rules for different LPs. Customize who can view specific documents and investment reports at even the most granular level.
Security
Protect sensitive financial information and investor data. 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 private equity management software in minutes with AI—no manual configuration or dev time needed.
Consolidate your stack
Add features like capital call management or performance dashboards as your fund grows—without a rebuild.
Flexible as you grow
Start with a portal, then add deal flow tools, forms, or team dashboards—all in one place with no extra tools.
Generate a private equity management software with AI
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
Go from idea to live private equity management software in under an hour. Build and customize without code.