Features and functionality

A powerful investor portal template for an investment firm (VC) to keep track of all companies (including portfolio), track corresponding funding rounds, share updates with their LPs, and more.

Different access levels

Login for partners and associates.

Search and filtering functionality

All investment portal users can easily find the entries they need through search and filtering.

Add new companies, funding rounds & LP updates

Users with relevant access levels can add new companies, new funding rounds and LPs.

People directory

An individual directory that lists all the employees, founders and investors

Conditional visibility rules

Different experiences (pages and block) depending on the logged-in users' roles, in the same app.

Responsive design

A fully responsive design, allowing each user to access the system from any device.

Template Gallery


The Investor Portal template is made for venture capital firms to manage their investment portfolios. The investors can track the funding rounds of their portfolio companies, share updates with their LPs (Limited Partners), and more. The template has different permissions for different user groups, letting platform admins, for instance, add new companies, funding rounds, and LPs.

Each company has a details page with detailed info such as funding rounds, portfolio news, employee directory, and more. Moreover, each limited partner has a profile page with the list of connected companies, LP updates, and so on. Lastly, all the directories come with an advanced search and filtering features that help the users quickly locate the required entries.

How it works

To start customizing the Investor Portal template, you just need to register a Softr account (a free plan available). If you’ve used the Use Template button, you’ll be directly taken to your template, where you need to connect your Airtable or Google Sheets account to import template’s database.

After completing the setup, it’s time to add real data to your database and work on the overall look and feel of the portal, applying your branding, styles, and son. As a next step, you can start adding users to your platform. Each user will receive an email with a temporary password or a unique access URL to easily access the portal and start contributing.

Untapped Capital VC firm keeps its LPs informed with investor portal built with Softr

I had already tried other tools, so when I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere. Yohei Nakajima General Partner, Untapped Capital

Build your Investor Portal today

Proceed with the template and have your portal ready within hours


Investor portals serve the purpose of delivering content and updates to your investors and other parties involved. The content can vary from tax docs and balances to monthly newsletter and progress reports. Eventually, the purpose is to organize all the communication in one place letting the portal users log in and get all the necessary updates from a single source.

A limited partnership (LP) is a partnership where two or more partners are involved. The general partner is responsible for running the business, while limited partners do not take part in that. Moreover, the general partner has unlimited liability for the debt, while limited partners, as the name suggests, have a limited liability (limited by their investment amount).

As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).

All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full Memberships access.

Client Portal | Internal Tools | Web App Builder | Free Website Builder Made with Softr