Investor Portal Development . LP, GP, Family Office
Investor portals for LPs, GPs, syndicators, and family offices. Capital calls, distributions, K-1 statements, IRR dashboards, document vault. 10–16 weeks.
Trusted by 50+ operators, PropTech companies & digital-first brands
The full scope of work
Capital call workflow
Notice → confirmation → bank-rail funding → reconciliation.
Distribution waterfall
Pref + catch-up + carried interest, per-investor statements.
K-1 + tax statements
Per-investor tax docs with secure download + audit trail.
IRR + return dashboards
Time-weighted vs money-weighted IRR; benchmark comparisons.
Document vault
Subscription docs, K-1s, quarterly reports, with role-based access.
E-signature integration
DocuSign / HelloSign / Dropbox Sign. Audit-trail-compliant.
A 6-step process
- 01
Discovery
Fund structure + waterfall + reporting cadence + compliance constraints.
- 02
Design
LP-friendly UX. Most LPs aren't technical. Mobile-first.
- 03
Build
Frontend + backend + payments + e-sig + document vault.
- 04
Compliance
SOC 2 prep + data residency + role-based access audit.
- 05
Launch
Soft pilot with 5–10 LPs → full rollout.
- 06
Operate
Retainer-backed support + waterfall-rule updates per fund.
Case Studies
Results we've driven for clients like yours.
Each case study breaks down the challenge, the approach, and the measurable result. Real estate operators, real builds, real numbers.
Modern Digital Presence for Design Drafter’s MEP Platform
MEP engineering services & construction tech65%
faster navigation
Website Design and Development for a Modern Coliving Brand
Coliving Shared Spaces50%
lower bounce rate
The Start of Fllat.com Developing the Platform Shaping the Future of Coliving
Coliving4%
higher occupancyFrequently asked questions
Can you handle multi-fund structures?
Yes. We've built portals supporting 5+ active funds with shared LPs across funds. Waterfall rules differ per fund; the portal scopes statements per fund × LP.
Are you SOC 2 compliant?
We deploy to your cloud (AWS / GCP / Azure). The infrastructure inherits your SOC 2 / ISO certifications. We support the technical posture (encryption, audit logs, access reviews); your firm completes the formal audit.
Can investors download statements?
Yes. PDF + Excel for K-1s, quarterly reports, capital calls, distributions. All audit-logged.
Operator-led overviews
This capability serves multiple audiences: Real Estate Syndicators, REITs, Real Estate Funds & Private Equity, Family Offices (Real Estate). Each has its own audience-led overview with sub-verticals and named clients.
See Real Estate Syndicators overview