A Professional Investor Portal for Your Company
Give investors secure, branded access to cap table data, documents, and updates — with granular permissions and full activity tracking.
Professional Investor Relations in Minutes
Stop sending cap table screenshots over email. Give investors a professional, branded portal with exactly the access they need.
Token-Based Access
Each investor gets a unique, secure link with an expiring token. No registration or password needed. Revoke access instantly if needed.
Granular Permissions
Control exactly what each investor can see — their own holdings, the full cap table, specific documents, board materials, or custom views. Update permissions in real time.
Cap Table View
Investors see their ownership percentage, share class, investment amount, and valuation gains. Fully-diluted view or their-holdings-only based on your permissions.
Document Library
Share board minutes, financial statements, investor updates, and legal documents through the portal. Organised in folders with version history.
Activity Tracking
See which investors accessed the portal, which documents they viewed, and when. Complete audit trail for your records.
Branded Experience
Your company name, logo, and brand colours on the portal. Professional investor relations without building a custom website.
How It Works
Configure Portal
Set up your branded portal with your company logo and choose which data sections to enable — cap table, documents, updates.
Set Permissions
For each investor, choose what they can access. Individual holdings only, full cap table, specific document folders, or everything.
Generate Access Links
Create unique, secure access links for each investor. Set optional expiry dates and access limits.
Share with Investors
Send access links via email. Investors click through to the portal with no registration needed. They see exactly what you have permitted.
Monitor Activity
Track who accessed the portal and which documents they viewed. Update permissions or revoke access at any time.
Perfect For
Quarterly Investor Updates
Share financial updates, board materials, and cap table snapshots through one portal. Track who has viewed each update.
Follow-On Round Prep
When preparing for a follow-on round, give existing investors access to updated data room documents and cap table through the portal.
Ongoing Governance
Share board minutes, resolutions, and governance documents with investor directors. Keep everything organised and accessible.
Frequently Asked Questions
Launch your investor portal today
Secure, branded access for investors with granular permissions and activity tracking — all included in Pro.