Build a Branded Investor Portal With AI and No-Code

Off-the-shelf investor portal software is expensive, rigid, and full of features you don't need. WeWeb lets you build a branded portal tailored to how your firm manages investor relations.

Build a Branded Investor Portal With AI and No-Code

Trusted by founders & Fortune 500s

Stop sending investor updates over email

Connect and interact with data from anywhere. WeWeb supports 15+ native integrations and connects to any API service using REST API.

Explore all data sources

Add features off-the-shelf portals can't deliver

With WeWeb AI, extend standard investor portal features with fund-specific reporting, LP-level access controls, document vaults, and automated notifications tailored to your fund structure.

Branded Investor Login Page

Design a secure, on-brand login experience for your LPs. Your domain, your logo, your colors from the very first touchpoint. Build trust before investors even log in.

Capital Call and Distribution Log

Let investors view capital call notices, distribution history, and commitment balances in one consolidated timeline. No more emailing PDFs or spreadsheets back and forth.

Secure Document Vault

Share K-1s, subscription agreements, quarterly reports, and fund documents through a secure, permission-controlled library. Investors download what they need without emailing your team.

LP-Specific Portfolio Views

Show each LP their individual investment summary, commitment details, IRR, and multiples. Data isolation ensures no investor ever sees another investor's information.

Commitment and Subscription Tracker

Track subscription status, unfunded commitments, and capital account balances in one place. Give LPs real-time visibility into their position without waiting for quarterly statements.

Automated LP Notifications

Trigger email or in-app alerts when new reports are uploaded, capital calls are issued, or distributions are processed. Keep investors informed without manual outreach.

Fund Performance Dashboards

Build interactive charts showing NAV progression, IRR trends, cash flow waterfalls, and benchmark comparisons. Give LPs the reporting depth they expect from institutional-grade portals.

AI-Powered Investor Updates

Use WeWeb's AI assistant to draft quarterly letters, summarize fund performance narratives, or generate responses to common LP questions. Communicate more, with less effort.

Branded Investor Login Page
Capital Call and Distribution Log
Secure Document Vault
LP-Specific Portfolio Views
Commitment and Subscription Tracker
Automated LP Notifications
Fund Performance Dashboards
AI-Powered Investor Updates

With WeWeb, we were truly able to achieve a pixel-perfect representation of our complex Figma designs.

Mike Coulbourn
Founder & CEO of SkipMatrix
Maxime BrunetFounder @ Shunpo

Production-grade infrastructure for your investor portal

The standards of code, with no-code.

Ship your branded investor portal this week

We knew this project would require a top-tier tool (like WeWeb) to handle the scale of a nationwide broadcast and meet TF1’s strict requirements. They wanted full control over hosting and infrastructure, with no dependency on proprietary platform servers.

Maxime Brunet
Founder @ Shunpo
Maxime BrunetFounder @ Shunpo

FAQs

How secure is an investor portal built with WeWeb?
Can I connect the portal to my fund administration software?
Can each LP see only their own investment data?
Can I self-host the portal for data sovereignty?

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