What is the difference between an investor portal and an investor CRM?
Investor portals are websites that your investors can access, with information about their investments, companies, documents. An investor CRM is a tool that your company can use to track investors, your communications with them, and their profile.
Although these two tools can be connected, a CRM usually doesn’t have a public-facing website. And investor portals don’t focus on individual profiles or activities to close deals.
Is it safe to share documents in an investor portal?
There are some regulations regarding data privacy and processing. This includes documents about investment activities and signatures.
Investor portals are typically safer than the alternatives, though. They allow you to control your uploads in servers that can be regulated, as opposed to sending these documents via email or using file sharing services that might not be as strict.