Build investor relations management software, no code required
Streamline communication, track interactions, and manage investor data with a custom app tailored to your investor relations process.
Customize your investor relations workflow
Build a portal that fits your investor communications. Start with the essentials, then add or adjust features as your process evolves—no code needed.
Investor contact database
Fundraising activity tracking
Document sharing portal
Investor communications log
Event and meeting management
Investor reporting dashboard
Bring all your investor data together in real time
Connect spreadsheets, CRMs, and financial systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your investor relations.
Give every investor a custom, secure experience.
Offer investors a branded portal with personalized dashboards and document access. Set permissions and secure logins for each investor in minutes.
Easy, secure logins
Investors can review portfolios or download reports on any device. The portal is fully mobile-ready out of the box.
Works on any device
Investors can review portfolios or download reports on any device. The portal is fully mobile-ready out of the box.
Automations
Connect with your existing tools to automate investor updates, document sharing, and notifications.
User groups
Give each investor or advisor a tailored dashboard—so everyone sees the information relevant to them.
Advanced permissions
Set granular access rules for investors, advisors, or fund managers. Control who can view, download, or edit documents.
Security
Protect sensitive investor data. Softr is SOC2 and GDPR compliant, ensuring robust security for your portal.
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Give investors an AI assistant
Investors ask AI for reports, updates, or metrics—answers are instant, accurate, and always inside your Softr investor portal.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Spin up your investor portal in minutes with ready-made blocks designed for investor relations.
Consolidate your stack
Add document sharing, reporting, or new workflows as your investor needs change—no rebuild needed.
Flexible as you grow
Manage investor data, communications, and reporting—all in one portal, no extra tools required.
Build a fully custom investor relations tool in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Create your Investor Portal today