Build investor relations software, no code required
Share documents, manage capital calls, and view performance in an AI-powered portal built with AI to fit your venture capital firm.
Tailor your investor software to your needs
Customize an investor portal that looks sleek out of the box. Add only the features you need, like capital calls and performance dashboards.
Secure document sharing
Portfolio performance dashboards
Capital call management
Ask AI fund queries
LP profile updates
Deal flow participation
Bring all your fund data together in real time
Connect cap tables, CRMs, and fund spreadsheets with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your venture capital fund.
Give every investor a custom, secure experience.
Give each LP the right views and dashboard access in a fully branded portal. Set up secure logins, user groups, and granular data permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Give investors access to their portfolio performance on the go with a downloadable app version of your portal.
Works on any device
Softr apps are mobile-ready by default. Give investors access to their portfolio performance on the go with a downloadable app version of your portal.
Automations
Build native automations with Softr Workflows to handle capital call notifications, status updates, and document alerts automatically whenever fund data changes.
User groups
Provide separate logins for different investor tiers or funds, and create personalized dashboards for each user to track their specific holdings.
Advanced permissions
Apply rules for different LP groups. Customize which documents and performance metrics each investor can see, and which actions they can take within the portal.
Security
Protect sensitive financial information and LP documents from security threats. Softr is fully compliant with SOC2 and GDPR regulations for venture capital use.
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
Build your investor relations software in minutes with AI—no dev time or complex fund configuration needed.
Consolidate your stack
Add features like LP profile updates or deal flow participation as your fund grows—without needing a rebuild.
Flexible as you grow
Start with an investor portal, then add deal flow tools, dashboards, or forms—all in one place with Softr.
Generate a custom investor relations software with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Launch your Investor Portal today
Describe your fund workflow. Softr's AI builds your investor relations software in minutes for free, no code needed.