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.

Get started for free

Start with a template

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

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.

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

Mike Coulbourn

Founder & CEO of SkipMatrix

Production-grade infrastructure for your investor portal

The standards of code, with no-code.

Scale users, not costs.

Scale your audience with confidence — we don't charge per app user.

Extend beyond no-code.

Import and edit custom coded components directly inside WeWeb for full flexibility and control.

Enterprise-grade security.

Connect internal databases securely without replication. Stay compliant with SOC2, HIPAA, and GDPR while keeping data on your servers.

No lock-in. Full ownership.

Export a Vue.js SPA and deploy on-premise or to any cloud provider — your code, your infrastructure.

Build together in real-time.

Technical and non-technical teammates work side by side. Ship updates without waiting on each other.

Design once. Ship faster.

Save your brand colors, fonts, and components to your design system. Reuse them across every screen without starting over.

Ship your branded investor portal this week

Build with AI

Ask WeWeb AI to create a full web-app for you. It can generate complete pages, databases, logic, and coded components for you.

Edit visually

Use WeWeb’s drag-and-drop editor to edit anything you want visually, from simple pixel changes to complex workflows with branching.

Publish (or export code)

Launch in one click on a global CDN, or export and self-host production-ready code for complete control.

Edit AI-generated apps visually with WeWeb

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

FAQs

How secure is an investor portal built with WeWeb?

WeWeb applications are deployed as static Vue.js SPAs on a global CDN with automatic SSL. All sensitive data stays in your backend (Supabase, Xano, or your own API), and WeWeb never stores or replicates it.

Security features you can implement:

Role-based access control (RBAC) to isolate LP-level data
SSO via Auth0 or OpenID for enterprise-grade login
Token-based authentication with session management
Data encryption in transit via HTTPS

For firms with strict compliance requirements, you can export the full Vue.js source code and self-host on your own infrastructure, giving you complete control over data residency and security policies.

Can I connect the portal to my fund administration software?

Yes. WeWeb connects to any system that exposes a REST API or GraphQL endpoint. You can integrate with fund admin platforms, accounting software, document management systems, and CRMs.

Common integrations:

Fund admin APIs for pulling capital account balances and transaction history
Document storage (Google Drive, Dropbox, S3) for K-1s, reports, and subscription docs
Email APIs (SendGrid, Postmark) for automated LP notifications
Supabase or Xano as a data layer to aggregate information from multiple sources

Data flows in real time, so your investors always see the latest information without manual uploads.

Can each LP see only their own investment data?

Yes. WeWeb's authentication system supports user-level data isolation. When an LP logs in, their session token determines which records they can access. Your backend queries filter data based on the authenticated user's ID.

This means LP A never sees LP B's capital account, documents, or distribution history. You can also create different views for different investor types (institutional vs. individual) or access tiers (full reporting vs. summary only).

This isolation is enforced at the data layer, not just the UI, so even if someone inspects the page source, they cannot access another investor's data.

Can I self-host the portal for data sovereignty?

Yes. WeWeb lets you export the full Vue.js source code and deploy it on your own infrastructure, whether that's AWS, Azure, GCP, or an on-premise server. The exported code runs independently with no runtime dependency on WeWeb.

This is especially relevant for fund managers subject to SEC, FCA, or regional data residency requirements. You control where the application runs, where data is stored, and how access is managed. No vendor lock-in and no data leaving your approved environment.