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Investor Relations Management Template

Venture Capital

Startup

The central hub to keep all stakeholders on your cap table (investors, board members, and advisors) up to date on your team’s key metrics and other updates.

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Features and functionality

Keep your stakeholders up-to-date and organize all the data in a single portal.

Key metrics

All the key product metrics on one page.

Team directory

Let investors and other stakeholders get to know your team.

Product updates

A feed with all the important product updates.

Community updates

List all the interesting community news.

Responsive design

A fully responsive design, allowing each user to access the system from any device.

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Overview

The Investor Relations Management template is a convenient tool for companies that want to get rid of all the multi-channel communication and organize all the product-related updates in one place, where investors and other stakeholders can simply log in and learn what they need. It provides a summary of product key metrics as well as feeds with important product and community updates. The template also includes a team directory with detailed info on each team member.

For a more detailed overview, check out our tutorial:

How it works

To start customizing the Investor Relations Management template, you just need to register a Softr account (a free plan available). If you’ve used the Use Template button, you’ll be directly taken to your template, where you need to connect your Airtable account to import template’s database.

After completing the setup, it’s time to add real data to your database and work on the overall look and feel of the app, applying your branding, styles, and so on. As a next step, you can start adding users to your platform. Each user will receive an email with a temporary password or a unique access URL to easily access the portal and start contributing.

Untapped Capital VC firm keeps its LPs informed with investor portal built with Softr

I had already tried other tools, so when I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere. Yohei Nakajima General Partner, Untapped Capital

READ THE STORY ->

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FAQ

What is an investor relations management platform?

Investor relations management tools serve the purpose of delivering content and updates to your investors and other parties involved. The content can vary from tax docs and balances to monthly newsletter and progress reports. Eventually, the purpose is to organize all the communication in one place letting the portal users log in and get all the necessary updates from a single source.

Do I need a Softr account to use the template?

As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).

Can I use the Investor Relations Management template with a free Softr account?

All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full Memberships access.

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