Investor onboarding, deal flow, policy visibility and document rooms running on one gated portal, built around how your firm actually works rather than how a generic investor tool expects it to.
Eight things investment firms tell us on the first call, and what each one looks like after launch.
Investor updates sent by email
Updates posted to each investor's portal, read in one place
Deal flow gated by hand
Deals approved once, then shown only to the investors you choose
Sensitive documents as attachments
Documents in a gated room, with access set per investor
No record of who saw what
Every view, grant and change logged with who and when
Introductions tracked in inboxes
Introductions made only after both sides opt in, on the record
Payments reconciled in spreadsheets
Payments through your connected Stripe account, matched to each investor
Onboarding forms with no follow-up
Questionnaire, ID and NDA done in the portal, then reviewed
Software that doesn't fit your workflow
Built around how your firm actually works with investors
Investors, founders, analysts and admins each get their own gated login, and every approval and introduction is recorded in the same database.
Approved investors see their holdings, statements, payment history and updates in one place, with access limited to what they are entitled to see.
Each investor signs in to their own commitments, statements, payment history and updates, and pays through your connected Stripe account, so nobody emails a statement or matches a payment by hand.
Founders apply, submit materials and see their status, and only approved opportunities become visible to the investors you choose.
Founders apply, upload their deck and model and follow their own status. Your team reviews each deal against a checklist, and only approved deals reach the investors you choose.
Every approval and bilateral introduction runs through a recorded workflow, so both sides opt in and nothing happens in a side inbox.
Every approval and introduction runs through a recorded workflow: an investor asks, the founder opts in, and only then are details shared, so nothing is decided in a side inbox.
Statements, policies and deal documents live behind login with role-based access, attached to the right record instead of moving around as email attachments.
Decks, models and statements sit behind login, with access set per investor and per deal, view only where you need it. Every open is logged, so you can always say who saw what.
Your team and clients never see our name or a vendor’s. The same system, dressed as your business.
Off-the-shelf investor portals are built for the average fund. This is built for yours.
The brief, the stack, and the problem solved.
A gated investment matchmaking platform built with Tally, Airtable, and Softr to streamline startup and investor onboarding, approvals, controlled visibility, and bilateral introductions
A clean and modern redesign of a Softr website for MoneyBasics, inspired by NerdWallet with brand-aligned styling and structured content layout.
Investor portal for managing life settlement policy investments, premium payments, portfolio visibility, and investor communications.
60+ clients since 2023. Here are three of them, word for word.
“Vaibhav saved me. I tried everything to fix my Softr/Airtable portal and he got it sorted straight away, at a very reasonable rate. He finished exactly when he said he would and was great to deal with. I plan to hire him again for future automations.”
“Vaibhav delivered outstanding work on a complex automation and dashboard project. He's solution-oriented, communicates clearly, and consistently delivers high-quality results. The integration across Softr, Airtable, Make.com and Stripe was handled professionally and efficiently. Highly recommend.”
“Vaibhav delivered on a very tight timeline and got our Softr app polished and launch-ready. He handled multiple pages and made sure the product felt consistent and mobile-first. Communication was clear, and he had a strong eye for UI/UX. Would hire again.”
The same four phases as every Portalcrafter build.
Walk us through how the work runs today. Fixed quote in 24 hours, mutual NDA on request.
Clickable wireframes, the Airtable schema and role permissions. You sign off before we build.
You watch it come together on staging, with your own data, users and rules.
Your domain and branding, a training session for your team, and support after go-live.
The same four packages as every Portalcrafter build. Each card says what it means for a business like yours, so you can see where you land before the call.
Best for solo founders, small teams
For an investment firm: one portal for one audience, like an investor portal.
Fixed price and date agreed before we start
Best for growing teams, agencies
For an investment firm: an investor portal and a document room, on your own domain.
Fixed price and date agreed before we start
Best for marketplaces, complex logic
For an investment firm: the full system, with founder intake, approvals, introductions, document rooms and connected payments.
Fixed price and date agreed before we start
Best for founders validating an idea
For an investment firm: testing a new idea, like a syndicate or a matchmaking platform, before you commit.
Fixed price and date agreed before we start
Usually not. We agree before kickoff which tools stay, and where a tool has an export or an API, records can come across on a schedule. The portal adds what those tools leave to email: gated investor and founder logins, approvals, introductions and document access behind one sign-in.
Yes. Your team approves each deal before anyone sees it, then chooses who can: one investor, a group or a tier you define. Founder details can be shared in stages, so contact details only go out once both sides agree to an introduction.
Fixed price. Fixed date. You own everything we build: the Airtable base, the Softr frontend and every automation we configure.
Your call is with Vaibhav Garg, founder. He scopes every build and sets the fixed quote himself..png&w=1920&q=75)
