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Portal

Scale investor relations securely.

Portal Seed

Essential investor portal platform for secure communications.

Starts at
$400/mo
-16.67%
Includes 1 fundAdditional funds start at $400

Includes:

  • AUM upto $50mn per fund
  • Upto 100 MB / file
  • Branded subdomain
  • Publish metrics
  • Custom branding
  • Multiple users per investor
Popular Choice

Portal Growth

Comprehensive investor portal software for larger funds that need advanced permissions.

Starts at
$650/mo
-16.67%
Includes 1 fundAdditional funds start at $650

Seed plus:

  • AUM upto $250mn per fund
  • Watermarks
  • DocuSign for GPs
  • Granular permissions
  • Dashboard across funds
  • Preview as an investor

Portal Enterprise

A flexible investor portal software for advanced security & controls.

Starts at
$1,000/mo onwards
-16.67%
Includes 1 fundAdditional funds start at $1,000

Growth plus:

  • Custom investor portal domain
  • Custom Single Sign On / SAML
  • Custom security questionnaires
  • US, EU & APAC data residency

Exclusive Add-ons (Contact for Pricing):

  • Premier support
  • Customer success manager
Add-on Service

Fund Admin Services

All-in-one fund admin solution powered by industry experts.

Features
Portal Seed
$400/mo
Portal Growth
$650/mo
Portal Enterprise
$1,000/mo onwards
AI agent - Ira
Add-onAdd-onAdd-on
AUM
Upto $50mn per fundUpto $250mn per fundUnlimited
Investor management
100 investors per fund250 investors per fundUnlimited
Custom fields
Upto 20 custom fieldsUnlimitedUnlimited
Contact management
Bank details
Share documents
Upto 100MB per fileUpto 100MB per fileUnlimited