Self-serve updates
Partners check status themselves instead of waiting on a quarterly email.
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FeaturesInvestor portal
Investor portal
Give your investors their own window
A branded portal where capital partners can see performance on the deals they are in, without you assembling another update deck.
Free to start. No credit card required.
What you get
- Per-investor view of their positions
- Performance pulled from live deal data
- Branded to your firm
- Less time assembling update decks
How it works
One source of truth
Numbers come from the same records that drive your own dashboards.
Your branding
Presented under your firm's identity, not a third-party tool's.
Part of one platform
Every tool reads the same property record, so nothing gets re-keyed between finding a deal, underwriting it, and acting on it.
Ready to try it?
Create a free account and open investor portal in a couple of minutes.