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Untapped Capital tracks thousands of startups and needed a way for their investors (Limited Partners or LPs) to be able to track and tag startups as part of the fund's outbound process.
Yohei Nakajima, General Partner at Untapped, built their CRM on Airtable. For the investor portal, he needed a platform that would link directly to the CRM.
Yohei tried Webflow first, but it allowed for too much flexibility, which was a con for his use case. He also gave Stacker a try, but it lacked the ability to create unique pages not linked to the Airtable data.
Yohei started experimenting with Softr and soon realized that there was no need to look further (Softr even provides a ready-made Investor Portal template to get started).
He liked how quickly he could add new pages to the existing project and link them to Airtable data, making the process of adjusting and updating the project easy.
With the investor portal under their belt — and happy LPs who can track their portfolios — Yohei and his team have started another project on Softr, and expect to use it for several internal tool projects in the future.
"Technology is core to our fund, and Softr will play a key role in the near future as we differentiate ourselves with a custom CRM that allows us to operate extremely efficiently," said Yohei.
"I had already tried other no-code tools, so when I started using Softr, it was immediately clear that the capabilities were beyond what I found elsewhere."
