The investor portal built for serious GPs.
Launch a branded portal in under an hour. Manage unlimited LPs, share documents, run distributions, and keep investors informed. All for a flat $100/month. No setup fee. No per‑investor pricing.
Your raise shouldn’t require an enterprise budget.
Most GPs start out running their raise across a dozen disconnected tools. Sub‑docs in one e‑sign app, investor questions in your inbox, wire instructions on a loose PDF, distribution math in a spreadsheet you’re afraid to touch. The portals built to fix that were built for billion‑dollar funds. Five‑figure onboarding, per‑investor pricing, and a sales call before you can even see it.
Investment Raise pulls your whole raise into one branded portal your investors trust and your team controls, and prices it like software, not like a fund‑admin contract.
Add your 10th LP or your 500th, the price is the same.
You can have a live, branded portal before lunch.
One plan, one price, on the pricing page.
Everything you need to manage investor relations
Built for GPs who want a professional investor experience without enterprise complexity or enterprise pricing.
Branded investor portal
Launch a white‑labeled portal with your firm's logo, colors, favicon, and fonts, on your own custom domain (guided DNS setup included) and your own email‑sending domain. Investors experience your firm, not a third‑party tool.
Secure document library
Share capital‑call notices, K‑1s, prospectuses, and quarterly reports with granular, per‑investor access. Investors preview documents in the browser and download what they need.
Keep every investor informed
Post announcements to all investors or a single deal, and message LPs directly from a built‑in inbox. Every update lives in the portal, not buried in an email thread.
Distributions, done right
Record distributions per deal, apply your waterfall, and publish to investors, who see a running distribution history with totals and trends in their portal.
Unlimited LPs, one flat price
Add as many limited partners as your fund requires. No per‑seat pricing, no per‑investor pricing, ever. The price is $100/month whether you have five LPs or five hundred.
A complete audit trail
Every login, document view, sensitive‑data reveal, and financial action is written to an immutable, append‑only audit log. Role‑based permissions let teammates access only what they need.
One portal, from first inquiry to funded, and every distribution after.
- 01
Inquiry & data room
A prospect lands in your branded portal, signs your NDA, and unlocks a permissioned data room. You see who viewed and downloaded each document.
- 02
Soft commit
Investors signal interest with a dollar amount through an Invest flow. An optional approval queue keeps you in control of your pipeline.
- 03
Accreditation
Prospects self‑attest with an e‑signature or upload a CPA or attorney letter. Review each submission, or waive it per deal, your call.
- 04
E‑signed documents
Build PDF templates, place signature and data fields, send envelopes, and track every signer to completion, with a tamper‑evident audit trail.
- 05
Conversion
One admin click executes the docs and converts the prospect into an investor: profile, investment record, and welcome email, in a single transaction.
- 06
Funding
Investors retrieve wire instructions behind two‑factor verification, confirm details, and mark funds sent. Admins reconcile and mark received.
- 07
Distributions
Track every investment and run distributions through a configurable waterfall.
Every step is written to an immutable, append‑only audit log spanning 40+ event types.
Looks simple. Runs serious.
Investment Raise is easy to launch. Under the hood, it carries the same machinery the enterprise platforms charge five figures for. When your raise gets more complex, the portal is already ready.
A distribution waterfall that does the math for you
Model Preferred Return, Return of Capital, performance hurdles (IRR, Cash‑on‑Cash, Equity Multiple), GP promote, and Catch‑Up, across multiple share classes, calculated to the penny. Test scenarios live, or scan a full sensitivity matrix before you publish.
Built‑in e‑signature
Upload a PDF, place signature, initial, text, and checkbox fields, send envelopes, and track every signer, backed by a tamper‑evident signing audit chain. No separate e‑sign subscription.
Funding that closes the loop
Publish wire instructions per deal. Investors confirm banking details behind two‑factor verification and mark funds sent, then you reconcile and mark received. Every step recorded.
Capital calls
Issue capital calls by deal and share class, generate notices, and publish to investors, who fund them through the same secure flow. Per‑investor allocations tracked throughout.
Fundraising pipeline
Track prospects through a drag‑and‑drop pipeline by stage, and convert them into investors when they are ready. Your top‑of‑funnel and your back office in one system.
Bring your accountant in at tax time
Issue time‑boxed, read‑only access to outside accountants or auditors, scoped to the deals they need, then revoke it when you are done.
Bank‑grade security, by default. Not an upsell.
Built for SOC 2 ComplianceAES‑256‑GCM encryption
SSNs, EINs, and bank routing/account numbers are encrypted at rest, and masked everywhere they're displayed.
Two‑factor verification on sensitive data
A one‑time code by SMS text or authenticator app is required to view or edit an SSN, EIN, or bank routing/account number.
Database‑level tenant isolation
Strict multi‑tenant isolation enforced with row‑level security. Your investors' data never touches another firm's.
Immutable audit trail
An append‑only log spanning 40+ event types, across logins, document access, financial operations, and sensitive‑data views.
A portal your LPs actually want to log into.
Investors get a clean, branded dashboard with their portfolio at a glance: total invested, distributions received, and pending capital calls. From there they can:
- Browse their investments and drill into each deal's position and share class
- Track a full distributions history with totals and trends
- Fund capital calls through secure wire instructions
- Preview and download every document in the browser
- Read announcements and message the GP directly
- Manage their profile, with two‑factor protection on tax IDs and banking details
Everything an emerging fund needs. Nothing it doesn’t pay for.
Priced like software, not fund admin
Flat $100/month, unlimited LPs, no per‑investor fees, no five‑figure onboarding, no annual contract.
Live in under an hour
Brand it, point your domain, and invite your first investor today.
All‑in‑one, not bolt‑on
Data room, e‑signature, accreditation, funding, distributions, and the waterfall live in one system instead of six integrations.
The waterfall is included, and tested
Preferred Return, hurdles, promote, and Catch‑Up, calculated to the penny, with scenario testing built in.
Secure from the foundation
Encryption, two‑factor verification, database‑level tenant isolation, and a full audit trail are not add‑ons. They are how it is built.
Simple, transparent pricing.
One plan. Everything included. The price is the price.
- Branded investor portal
- Unlimited LPs
- Custom domain & email domain
- Secure document library
- Distribution waterfall + scenario testing
- Built‑in e‑signature
- Capital calls & investor funding flow
- Data room, NDA & accreditation
- Fundraising pipeline
- Bank‑grade security & full audit trail
No setup fee. No per‑investor pricing. No contract. If it’s not for you, cancel in one click.
Questions GPs actually ask.
Yes. Your logo, colors, fonts, favicon, custom domain, and email‑sending domain. Investors see your brand throughout, not ours.
Everything. Unlimited LPs, the branded portal, document library, e‑signature, the distribution waterfall, the investor funding flow, capital calls, the data room, the fundraising pipeline, and all security features. No per‑investor fees, no setup fees.
Under an hour for a basic branded portal. Custom‑domain DNS propagation can add a little time on your registrar’s side, but you can be inviting investors the same day.
Yes. The waterfall engine models Preferred Return, Return of Capital, performance hurdles (IRR, Cash‑on‑Cash, Equity Multiple), GP promote, and Catch‑Up across multiple share classes, with live scenario testing and a sensitivity matrix.
SSNs, EINs, and bank routing/account numbers are encrypted with AES‑256‑GCM at rest. Viewing or editing them requires a two‑factor code by SMS text or authenticator app.
Completely. Multi‑tenant isolation is enforced at the database level with row‑level security, so your data is never visible to another firm on the platform.
Neither. It's $100/month, billed monthly, cancel anytime.
Ready to run your next raise the right way?
See how Investment Raise takes an investor from first inquiry to funded, and handles every distribution after, in one branded, secure portal. For $100/month.
Built for GPs who’d rather raise capital than wrangle tools.
The professional investor experience your LPs expect.
Illustrative firms shown for design purposes. Replace with real customers at launch.
We launched our LP portal in a weekend. Our investors immediately noticed the professionalism.
James Whitfield
Managing Partner, Whitfield Capital
The document vault alone saved us hours every quarter. K‑1 distribution used to be painful.
Sarah Chen
General Partner, Meridian Ventures
At $100/month, this is the easiest infrastructure decision we've made.
Marcus Torres
Founder & GP, Torres Fund I
Our LPs love having a dedicated portal. It signals that we take investor relations seriously.
Priya Nair
Managing Director, Nair Asset Management