InvestorPortaLPro

Investment management software for private and public firms

About InvestorPortaLPro

InvestorPortaLPro is an open source investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, reporting, and relationship auditing, ensuring a seamless transition and enhanced communication across partners and prospects.

Key features of InvestorPortaLPro include customer relationship management (CRM), fund raising, deal marketing, dynamic investor reports, private equity fund marketing, GIS property mapping, virtual data room (VDR), investor relationship management, and cloud compliance. The Hedge Fund Portal enables managers to deliver data and documents online, generate fund-level reports, and collect all information related to funds, firms, and investors in a secure and encrypted storage whilst maintaining compliance with applicable security regulations.

Real estate fund managers can use InvestorPortaLPro to exchange data online, share files and documents, monitor investor portal interactions, and collaborate and communicate with prospective and current investors. The platform offers accounting system integration with in-house as well as third-party systems such as FrontInvest, AdvisorWare, Investran, Geneva, and more. InvestorPortaLPro also provides professional services that include cloud consulting, custom reports programming, portal integration, data visualization, and chief technology officer (CTO) consulting.

Pricing starting from:

N/A

  • Free Trial
  • Free
  • Subscription
  • Open Source

Key benefits of InvestorPortaLPro

InvestorPortaLPro (IPP) is different from other investor portal software because it is completely customizable, open-source, and has unlimited users. IPP is the best investor portal software on the market for investor relations solutions and more.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Trial
  • Free
  • Subscription
  • Open Source

Images

InvestorPortaLPro investor reporting
InvestorPortaLPro dashboard
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InvestorPortaLPro video
InvestorPortaLPro screenshot: InvestorPortaLPro investor reporting InvestorPortaLPro screenshot: InvestorPortaLPro dashboard

Features

Total features of InvestorPortaLPro: 35

  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Ad hoc Analysis
  • Administrative Reporting
  • Analytics
  • Audit Trail
  • Balance Sheet
  • CRM Integration
  • Cash Management
  • Client Management
  • Client Portal
  • Collaborative Workspace
  • Compliance Management
  • Customizable Branding
  • Customizable Reporting
  • Data Import
  • Data Import/Export
  • Data Storage Management
  • Data Visualization
  • Document Automation
  • Document Storage
  • General Ledger
  • Multi-Company
  • Order Management
  • Performance Metrics
  • Pipeline Reports
  • Predictive Analytics
  • Reporting & Statistics
  • Secure Data Storage
  • Self Service Portal
  • Summary Reports
  • Third Party Integration
  • Visual Analytics

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InvestorPortaLPro FAQs

Below are some frequently asked questions for InvestorPortaLPro.

InvestorPortaLPro offers the following pricing plans:

  • Pricing model: Free, Subscription, Open Source
  • Free Trial: Not Available

Contact InvestorPortaLPro directly for pricing information

InvestorPortaLPro offers the following features:

  • Accounting Management
  • Audit Trail
  • Balance Sheet
  • Cash Management
  • Client Management
  • Client Portal
  • Data Import/Export
  • General Ledger
  • Mobile Access
  • Multi-Company
  • Order Management
  • Performance Metrics

InvestorPortaLPro has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

InvestorPortaLPro supports the following languages:

English

We do not have any information about what devices InvestorPortaLPro supports

InvestorPortaLPro integrates with the following applications:

Box, DocuSign, Dropbox Business, Google Drive, HubSpot CRM, Microsoft Azure, Microsoft Excel, Microsoft OneDrive, Microsoft Outlook, QuickBooks Online

InvestorPortaLPro offers the following support options:

Phone Support, Online Support, FAQs

Related categories

See all software categories found for InvestorPortaLPro.