Investor Portal Template
Keep track of all your companies, funding rounds, manage your LP communications, and more.
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
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
FAQ
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.
