Venture Capital / Buyout-Growth / Private Debt / Real Assets / Fund of Fund / Family Office
What is GPportal?
Investor Portal Software
Our Investor Portal has a clean interface, simple click-flow, and secure setup so that Investors can access capital notices, financial statements, and other documents with ease.
Marketing and Fundraising
Market your latest product in a branded and secure virtual data room. Transfer CRM data to your investor portal easily after the products are closed.
Advanced investor and contact record association capabilities in the GPportal CRM allow users to quickly see all of a record’s relationships and supporting documents in one place.
Unlike traditional investor portals, workflow controls enhance your ability to control changes to PII, CRM data, and investor documents. We keep it simple, but highly controlled.
In addition to various system generated workflow emails, auto-reminders can easily be scheduled ahead of time for communications that require investor action.
Investors can easily access their critical documents from their mobile devices and can safely communicate with the firm from within the investor portal.
Security at Scale
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