Investor Relations Management Template
The central hub to keep all stakeholders on your cap table (investors, board members, and advisors) up to date on your team’s key metrics and other updates.
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
Investor relations management tools 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.
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.