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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
  • Personalized URL
  • 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
Custom

Growth plus:

  • Custom SAML Single Sign-On
  • Premier support
  • US, EU & APAC data residency
  • Live onboarding training
  • Customer success manager
Features
Portal Seed
$400/mo
Portal Growth
$650/mo
Portal Enterprise
Custom
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
Custom logo
Custom colors