Vibe code an investor portal for real users
Describe onboarding, portfolio updates, and documents, then get an investor portal with permissions and hosting handled for fund teams.
Shape your investor workflows
Choose the views and workflows your portal needs. Add only what supports onboarding, reporting, and documents, then adapt as processes change.
Investor onboarding requests
Portfolio performance dashboard
Investment document library
Capital call updates
AI portfolio questions
AI document classification
Bring all your investor data together
Manage investor records and documents in Softr Databases, or connect Airtable, Notion, Google Sheets, SmartSuite, Coda, Xano, Zoho CRM, or REST API with real-time sync.
Give every investor a custom, secure experience.
Give investors the right portfolio views, documents, and updates in a branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Give investors mobile-ready access to portfolio performance, capital call updates, and investment documents with a one-click PWA.
Works on any device
Give investors mobile-ready access to portfolio performance, capital call updates, and investment documents with a one-click PWA.
Automations
Use Softr Workflows to trigger capital call notifications, onboarding updates, and document alerts when records change.
User groups
Create separate experiences for investors, fund teams, and other portal users, with dashboards tailored to each group.
Advanced permissions
Control which investors can view documents, portfolio data, and capital call details, down to the field and action level.
Security
Protect investor information with encrypted data, granular permissions, and SOC 2 Type II compliant Softr Databases.
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
Generate onboarding, portfolio, and document workflows in minutes by describing what investor portal you need.
Consolidate your stack
Add capital call updates, portfolio questions, and document flows as investor reporting evolves.
Flexible as you grow
Bring investor records, performance dashboards, documents, and onboarding into one portal.
Generate a fully custom investor portal with AI 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
Vibe code your investor portal today
Describe your investor portal and launch a working app in minutes, with no dev work needed.