Google Sheets Investor Portal Template

Overview

This free template helps you build a custom investor portal to streamline LP communication, share company updates, and manage your investment data — without the spreadsheets and back-and-forth emails.

It includes a sample database to show you exactly how to structure your data for this use case, and it also works with any Softr-supported data source (including Airtable, Google Sheets, Notion, HubSpot, and more).

Why use this Google Sheets investor portal template

• Keep investors informed in real time: Share portfolio updates, funding rounds, and reports without chasing emails or versioning docs.
• Limit access to sensitive information: Role-based permissions and visibility rules ensure each user only sees what’s relevant to them.
• Scale your investor communications: Build a system that works whether you’re managing 5 companies or 50.

Who is this Google Sheets investor portal template for?

This template is ideal for venture capital firms, family offices, or angel groups that want a streamlined, scalable way to keep LPs informed and reduce the manual overhead of investor updates. Use cases include:

• Venture capital firms: Share funding updates, track companies, and manage LP relationships.
• Angel investors: Keep members informed on deals, investments, and progress with minimal admin work.‍
• Startups: Share progress updates, fundraising milestones, and team info with current or prospective investors.