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Every investor.
Every document.
One gated portal.
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.
Sound familiar
Problems we hear every week.
Why Portalcrafter
Built for your firm. Not the average one.
Off-the-shelf investor portals are built for the average fund. This is built for yours.
Gated visibility by approval
Off-the-shelf
Everyone sees everything
Portalcrafter
Approved access only
Two-sided introductions
Off-the-shelf
Manual email intros
Portalcrafter
Recorded workflow
Documents tied to each investor
Off-the-shelf
Shared folders
Portalcrafter
Per investor
Payment and premium history
Off-the-shelf
Separate spreadsheet
Portalcrafter
In the portal
White-labeled under your domain
Off-the-shelf
Their branding
Portalcrafter
Your brand
Built around your exact workflow
Off-the-shelf
You adapt to it
Portalcrafter
Built for you
What we build
Four front doors. One system.
Investors, founders, analysts and admins each get their own gated login, and every approval and introduction is recorded in the same database.
Investor portal
Approved investors see their holdings, statements, payment history and updates in one place, with access limited to what they are entitled to see.
Founder and deal portal
Founders apply, submit materials and see their status, and only approved opportunities become visible to the investors you choose.
Introductions and approvals
Every approval and bilateral introduction runs through a recorded workflow, so both sides opt in and nothing happens in a side inbox.
Document room
Statements, policies and deal documents live behind login with role-based access, attached to the right record instead of moving around as email attachments.
Proof
Investor platforms we've shipped.
Every build above is a permissioned client portal on Softr and Airtable. See the full portfolio with the brief and outcome for each, what each package costs and includes, or how we handle your customers' data.
Ready to build it right?
Fixed price. Fixed date. You own everything we build — the Airtable base, the Softr frontend, and every automation we configure.