Build Custom Investor Portal Software With AI + No-Code

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

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Build Custom Investor Portal Software With AI + 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, go beyond standard investor portal solutions with fund-specific reporting, LP-level access controls, secure document vaults, and automated notifications, all 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

Give each LP a customizable view of their own investment summary, commitments, IRR, and multiples. Data isolation ensures no investor ever sees another's data.

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 customizable, interactive charts for 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.