Investor Relations Management Template

This free template from Softr helps you build a custom investor relations portal, fast, no coding required.

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Overview

This free template helps you build an investor relations management portal using your existing data, so you can keep investors aligned on company performance, updates, and key announcements.

It includes a sample database to show how to structure investor-facing KPIs, news, user roles, and detail pages, and you can connect it to any Softr-supported source like Airtable, Google Sheets, Notion, HubSpot, monday.com, and more.

Why use this investor relations management template

Centralize investor communications: Share KPIs, performance updates, news, and attachments from one secure portal instead of scattered emails and files.

Give investors controlled visibility: Investors can log in to view approved KPIs and updates while admins manage what gets added, edited, or removed.

Save time on reporting workflows: Use structured KPI tables, metric charts, news feeds, and Ask AI actions to make investor updates easier to manage and review.

Template features:

KPI dashboard
Track key investor-facing metrics with charts and tables that make company performance easy to review.
KPI library
Organize KPIs by category, period, value, unit, date, and notes in a searchable structured table.
News feed
Publish company updates, announcements, summaries, attachments, and external links in one investor-friendly feed.
Detail pages
Give users dedicated pages for viewing full KPI and news details without cluttering the main dashboard.
Role-based access
Allow admins to manage content while investors can securely view approved KPIs and news.
Admin content controls
Admins can add, edit, and delete KPI records and news posts directly from the portal.
User management
Manage investor and admin users from a dedicated user management area.
Ask AI actions
Use built-in AI actions to help summarize, explore, or interpret KPI and news data faster.

Who is this investor relations management template for?

This template is built for teams that need a secure, organized way to share company performance and updates with investors. It's a great fit for:

Startups and scaleups: Keep angel investors, VC firms, and board observers updated with monthly KPIs, company news, and key announcements.

Investor relations teams: Centralize reporting materials, performance metrics, and stakeholder updates in a branded portal.

Founders and finance teams: Reduce repetitive investor update requests by giving stakeholders a self-service view of approved information.

Private companies and funds: Share periodic performance data, announcements, and supporting documents with a controlled group of investors.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your investor relations management template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Bring in your data: Your template comes with a Softr Database already connected and loaded with sample data. From there, replace it with your own data or connect to 17+ external sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks.
3
Customize logic and branding: Describe changes using the AI Co-Builder, or adjust layouts with drag-and-drop blocks. Review user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your investor relations management is ready! Authentication, permissions, and hosting are already built in. Publish and share the URL with your teammates or clients to start collaborating.

Frequently asked questions

What is an investor relations management portal?
An investor relations management portal is a secure online workspace where companies share performance metrics, updates, documents, and announcements with investors. It helps replace scattered emails, spreadsheets, and manual reporting with one organized source of truth.
What should an investor relations portal include?
A strong investor relations portal should include KPI dashboards, company news, investor updates, document access, user permissions, and admin controls for managing published information. This template includes KPI tables, metric charts, news feeds, detail pages, and investor-specific access.
Can investors log in and view only approved information?
Yes. Softr supports granular roles and permissions, so you can control visibility at the page, block, or button level. In this template, admins can manage KPIs and news, while investors can log in to view the approved content shared with them.
How do I edit or customize this template?
Softr offers a Hybrid Advantage for building. You can use the AI Co-Builder to make changes simply by describing what you want, or you can use the visual drag-and-drop editor for precise manual control.
What data sources can I connect to this investor relations template?
Softr includes native Softr Databases and connects to 17+ external data sources, including Airtable, Google Sheets, Notion, HubSpot, monday.com, SQL databases, Supabase, ClickUp, and more. You can also automate investor reporting workflows with native Softr Workflows or tools like Zapier and Make.
Why build an investor relations portal with Softr?
Softr is the first AI-native platform for building secure business apps like portals, internal tools, and CRMs without code. It is used by 1 million+ builders and trusted by 7,000+ organizations, with enterprise-grade features like SOC 2 Type II compliance, SSO, European data hosting, and instant Progressive Web Apps for mobile access.