Reporting features

Ledgy allows you to build an interactive dashboard for your investor portals.

You can organize your portfolio into investment firms. Then you can invite stakeholders to these firms, and they will see only the portfolios you share with them.

You can use the updates tool to share written reports and news with investors.

You can schedule recurring reports to be published automatically, including specific KPIs. In addition to the written reports, you can add PDF downloads and investors will get an email when it is ready.

Portfolio analysis

In addition to the dashboards, investors can see details about their portfolio on the Performance tab. In it, they can see details about the companies, investments, IRR, and other KPIs.

Your investors can explore each company in detail on their cap table. This includes other KPIs, as well as the detailed cap table about that specific company.

Individual communication

There is no direct communication tool to get in touch with a specific investor. You’d need to get their information from your database and use an external CRM to track the investor profile.

Pricing

Ledgy is free on the Launch plan for up to 25 investors and 3 collaborators.

Then there is the Growth plan, which costs €3/stakeholder/month, with a minimum of 25 billable stakeholders. With it, you get free tools and unlimited collaborators, document automation, e-signing, and compliance reports.

There are two other plans: Scale and Enterprise. They don’t have public prices but include further tools such as HR integration, unlimited stakeholders, and API access.

The Verdict

Pros

• Easy to get started
• There is a free plan
• Reports automation
• User access controls
• Other financial modeling features

Cons

• No CRM features
• No way to contact a specific investor directly
• Pricing is tied to the number of stakeholders
• You are limited to reports, performance pages and updates, which means there’s no way to create other pages in your portal



Ledgy is a great option to build your investor portal, if you don’t mind the limitations in terms of direct user contact and customization.

Reporting features

You can build pages and add any content you want with Softr. You have pre-made design options and blocks that you can use on your pages, such as charts and tables. This allows you to create report pages mixing different chart pages, as well as pages with text.

You can select which users will be able to see which pages with user groups. This allows you to filter between investors, administrators, and other groups, such as users related to a specific project.

In general, you can report on any information you want using prebuilt pages or adding custom pages and selecting which users can see them.

Portfolio analysis

There are list blocks that you can use to display data. These blocks can have filters and search fields. You can use them to display companies.

You can list teams and funding rounds using similar methods:

Your investors can see general information about investments as well as information about their own portfolios in dashboards.

Individual communication

You can create a custom CRM module to store documents and allow investors to interact with your investor portal. You can connect with external services, such as DocuSign, to manage e-signatures.

Furthermore, you can send emails to users individually, using Airtable automations or webhooks. These automations allow you to send emails to users when there is a new record. Thus, you just need to connect the form that you use to create an email message in Softr to a database that has this kind of automation in Airtable.

Pricing

Softr provides five plans that you can choose from. The Free plan is good enough to build an investor portal for up to 5 internal users or 100 external users.

The Basic plan is $49/month, and you can use it with 10 internal or 100 external users. In addition, the Basic plan allows you to include custom CSS/JS code, use custom domains, and embed the app in your website.

The Professional plan costs $139/month, and you can use it with 50 internal or 5,000 external users. It includes other blocks, such as the calendar block, inbox, and kanban.

The Business plan is $269/month, and you can use it for 100 internal or 10,000 external users. It includes the timeline and org chart blocks, as well as downloadable mobile apps (PWA).

The Enterprise plan has custom pricing and includes custom SSO (SAML, OpenID), security audits, and team training.

The Verdict

Pros

• Free plan
• Customizable content with unlimited pages
• Easy to get started with templates
• Can be used beyond investor portals with custom CRM functions, custom deal management, and any other app you want to build

Cons

• There’s no native email feature, so you need to rely on Airtable’s automation or other tools (such as webhooks) to do it
• There’s no native scheduling tool, so you need to rely on other tools (such as Airtable and Zapier) to schedule reports

Softr is the best option if you want to customize pages, or if you want to bring new features to your investor portal, such as a CRM.

Given that you can use it to build your investor portal and other tools, it’s a cost-effective option, since the alternatives cost hundreds or even thousands more per month for each of these features.

Reporting features

You can build investor portals with dashboards for your investors. In these dashboards, you can share general information about their portfolio, including summaries, charts, and KPIs.

You can share updates with your investors. Due to its real estate focus, there are many use cases for sharing updates about construction work and renovations.

The Appfolio portal also provides methods to market new investment offerings to investors.

There is no detailed user access control, though, so investors will see data only about their own portfolio, but you can create pages or components for a specific user group.

Portfolio analysis

The portfolio reports are focused on real estate investments, and they work well in that regard. Investors can see their current earnings, properties, tax forms, and details about new offerings.

Individual communication

The Appfolio Investor Portal doesn’t include any way to get in touch or share data with a specific investor. But they provide a CRM that can be used to cover these needs.

With their CRM, you can organize data about each investor, track contact points, share documents, and send emails.

Pricing

The Appfolio pricing depends on your portfolio size. It starts at $700/month, but there is no information on how high it can get. This price includes all their tools, the investor Portal, the CRM, the Investment Manager and the data migration service. So, it isn’t $700/month just for the investor portal.

The Verdict

Pros

• Well suited for real estate investment
• Integrated with external tools to pull data about investments and properties

Cons

• No granular user access control
• Relies on other tools for a lot of the work, such as the CRM
• There’s no way to create custom pages other than the dashboard

If you don’t need investor profiles and if you are a real estate investor, Appfolio is a great option.

Reporting features

The investor portal allows you to provide investors access to a secure account. You can publish reports with granular user access control, letting users see only what you want them to see.

Users can filter the dashboards to get more details about what they want to see. Each chart component has its own filters, and investors can interact with them.

You can upload general documents and track downloads. In addition, you can add watermarks and control which users can see these documents. You can mark documents as view only, disabling user downloads for specific user groups.

You can import data from spreadsheets or connect to external sources to generate automated reports and charts.

Portfolio analysis

You can present investors with information about your portfolio, companies, and deals. In addition, you can connect with external data sources, report on market evaluations, as well as track funding opportunities.

This allows investors to see their portfolio data, using dashboards or checking company profiles.

Individual communication

Backstop comes with many applications to manage all your investor relations.

You can manage individual investor profiles using their CRM, which is integrated with the investor portal. This allows you to track all communications with each individual investor. In addition, you can use custom fields to further enrich your investor profiles.



Backstop connects with your calendar to remind you of your CRM activities, such as connecting with investors or following up with proposals.

Pricing

Backstop doesn't provide public pricing information.

The Verdict

Pros

• Interactive charts for investors
• Granular user access control
• Complementary tools for accounting, portfolio management, CRM, funding management
• Integration with external tools

Cons

• No public pricing information
• The setup process is quite complex
• Focused on US-based investing firms, so the deals structure might be odd for other countries

If you have a US-based investment firm and want to use other Backstop tools, their investor portal is a good option. The pricing is a mystery, though, so you’d need to get in touch with them to check how much it costs to get the investor portal and the other tools.

Reporting features

You can build a custom investor portal, with your own branding. In this portal, you can onboard new investors, by collecting required documents and using the DocuSign integration. Once your investors are all set, they can see the dashboard.

Investors can filter through the charts and tables, to see the exact data they want.

Investors can get automated reports with data coming from other sources, such as the Dynamo CRM. They can manage their notification preferences as well as generate custom reports by themselves.

Portfolio analysis

Investors can see details about their portfolio on the investor portal, as well as use investor relations and deal management tools.

You can integrate Dynamo with other tools to aggregate data from multiple sources and generate accurate KPIS.

You can see details about your portfolio and specific deals.

If you have real estate investments, properties can be shown on a map:

And investors can check each property in detail on their own page:

Individual communication

You can use the Dynamo CRM in combination with the Investor Portal to communicate with investors individually. There are options to collect documents, and e-signatures and get in touch with investors individually.

In addition, you can use your own email client integrated with Dynamo to send data to and from it.

Pricing

Dynamo doesn’t provide public pricing information.

The Verdict

Pros

• CRM integration
• Strong data collection and processing tools
• Deal management tools

Cons

• No public pricing
• There’s no way to create custom pages on the investor portal, so you are limited to the dashboards and downloads

The Dynamo Investor Portal is another option that works well within its ecosystem. If you are planning on using their CRM, data enrichment tools, and deal management tools, it’s a great option. If you are planning on using it as a standalone investor portal, it might be lacking on some features that others in this list provide.

Reporting features

You can create dashboards that work well on desktop and mobile devices. Investors see the dashboard when they log in.

There are no general-purpose pages, though. So you can’t easily share updates, or news, or get in touch with investors in bulk.

You can generate reports about metrics and send them notices about documents. You could use documents to share general news.



You can select which investors you want to see a notice, which makes that document available on their portal.

Portfolio analysis

Investors get access to the portal, and they can check the charts and dashboards. You can select which metrics and which periods you want to publish.

You can create a report schedule, and Fundwave generates the metrics for that period.

If you want advanced reporting tools, maybe the Fundwave Fund Administration tool is a good option. It goes beyond the investor portal reporting, with cap tables and detailed dashboards.

Individual communication

You can use the document-sharing tool to get in touch with investors individually. It’s possible to share documents and sign them with DocuSign with the Foundwave portal.

Pricing

Foundwave has a 7-day trial on all plans. There are 4 plans to choose from, and the pricing depends on the plan and on how many funds you have.

The Micro plan costs $250/fund/month. It allows you to register up to 25 investors, with an average commitment of up to $500,000.

The Seed plan is $400/fund/month. With it, you can register up to 50 investors, with unlimited commitment. You can add team members to investors, and sign documents with DocuSign.

The Growth plan costs $500/fund/mo. You can use it with up to 100 investors. It allows custom color palettes, custom fields, and granular access for team members.

The Large plan is $800/fund/mo. It allows you to register 250 investors, you can use your own domain, and get API access and shared mailboxes.

The Verdict

Pros

• Quick setup
• Straightforward pricing
• Free trial
• API access
• Direct email features

Cons

• Expensive if you have a lot of funds to manage
• It gets hard to manage if you have a lot of investors, since there are no user groups
• There’s very little interactivity on the dashboards
• There’s no method to add custom pages beyond the reports and notices/downloads

Fundwave is a great option for those with a single fund and not a lot of users.

If you have too many funds, it’s hard to justify the price increase when compared to other options on this list.

If you have too many users, it gets hard to manage, since there are no user groups. With Fundwave you need to use the checkboxes to select users for reports and notices, so it gets very error-prone with tens or hundreds of users.