Build a monday.com investor portal without code
Manage capital calls and share updates in an AI-powered monday.com investor portal built with AI to fit your firm's specific workflow.
Tailor your investor portal to your needs
Customize a monday.com investor portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your needs grow.
Secure document sharing
Real-time portfolio tracking
Investor onboarding forms
Automated update notifications
AI investment insights
Capital call management
Unify your investment data in real time
Connect your monday.com boards, project trackers, and CRMs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each investor the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn your portal into a downloadable app in one click so investors can track their portfolio on the go.
Works on any device
Softr apps are mobile-ready by default. Turn your portal into a downloadable app in one click so investors can track their portfolio on the go.
Automations
Build native automations with Softr Workflows to handle capital call notifications, status updates, and document alerts whenever records change.
User groups
Provide separate logins for different investor tiers or limited partners, and create personalized dashboards for each unique user.
Advanced permissions
Apply rules for different user groups. Customize exactly who can view, download, or edit investment documents at even the most granular level.
Security
Protect sensitive investor information from security threats. Softr is fully compliant with SOC2 and GDPR regulations for institutional-grade safety.
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 monday.com investor portal in minutes with AI—no manual configuration or dev time required.
Consolidate your stack
Add features like capital call management or portfolio tracking as your fund grows—without starting from scratch.
Flexible as you grow
Start with an investor portal, then add team dashboards or internal forms—all in one place with no extra costs.
Generate a monday.com investor portal with AI in minutes
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
Build your monday.com investor portal in minutes
Go from idea to a live investor portal in under an hour. Get started free—no setup time, no dev needed.