Overview

Forget about juggling emails, slide decks, and scattered investor reports.

With the Investor Relations Management template, you can share key metrics, updates, and announcements through a secure, branded portal. 

Why use this template

With this template, you can:

• Centralize investor updates in a professional, branded portal
• Share KPIs, metrics, and financial documents securely
• Build stronger relationships with transparency and proactive communication

Template features

• Ready-to-use template with editable fields
• Customizable design in the WeWeb Editor to align with your company branding
• Option to set role-based access
• Option to add conditional logic
• Responsive by design: accessible on desktop, tablet, and mobile devices

Who is this template for

This template is perfect for:

• Startup founders keeping investors updated on their progress
• CFOs and finance teams sharing financial reports
• Investor relations teams at scaling companies
• Agencies or consultants building IR tools for clients

Trusted by builders

"The most important part was having templates to work from. Starting from a blank canvas would be daunting. With templates, I could take something existing and customize it to what we needed." - Luke St Amand, Co-founder at Lectec

How to set up your Investor Relations Management template

1. Click “Use template” to open the template in the WeWeb Editor
2. Connect it to your backend of choice 
3. Customize the fields to reflect your policies 
4. Configure roles and access control
5. Add your company branding 
6. Publish it and invite your team

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