Investor Portal

Build your own monday.com investor portal, no code required

Share updates, manage investments, and streamline reporting with a customizable portal tailored to your investor relations needs.

Get started free Start with a template

Screenshot of the monday.com investor portal user interface, displaying a clean dashboard with navigation menus, data tables, and interactive elements for managing investments.

Loved by 800,000+ teams around the globe

Flexibility

Customize your investor portal to your needs

Build an investor portal with only the views and features your team needs. Adjust and add as your investor workflows change—no coding required.

UI screenshot of investor onboarding and access

UI screenshot of investment opportunities dashboard

UI screenshot of document sharing and storage

UI screenshot of capital calls and notifications

UI screenshot of investor communications log

Data Management

Unify your investment data in real time

Connect spreadsheets, financial systems, and reporting tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your investments.

Explore all data sources

Power

Give every investor a custom, secure experience.

Create a fully branded investor portal with personalized dashboards and permissions. Give investors secure access to their portfolios in just a few clicks.

Easy, secure logins

Your investor portal is mobile-ready by default, so investors can check portfolios and updates from any device.

Works on any device

Your investor portal is mobile-ready by default, so investors can check portfolios and updates from any device.

Automations

Connect with your tools to automate investor updates, document delivery, and data syncs with ease.

User groups

Provide separate logins and dashboards for different investor types, so each sees only relevant investments and data.

Advanced permissions

Apply rules to control who can view reports, documents, or make updates—customizable down to the investor level.

Security

Protect investor information from threats. Softr is fully SOC2 and GDPR compliant for peace of mind.

AI Magic

AI assistant for your investors

Investors can ask AI about performance, reports, or updates—getting quick answers right inside your investor portal.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building monday.com investor portal

Easy, fast setup

Launch your monday.com investor portal fast with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add features like new investor views or document sharing as your needs change—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with your investor database, then add dashboards, updates, or reports—all in one secure portal.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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How It Works

Build a fully custom investor portal 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”