Investor Portal

One place for investors to explore your deal

Give investors a centralized place to view your deal, explore the data room, chat with AI, and declare their interest—all in one professional, mobile-optimized environment.

$50M+ raised through CQ • Mobile optimized • Full fund team control

Investor Portal interface
How it works

Simple, powerful workflow

1

Investor receives invitation

Investors get an email invitation to view your deal. One click takes them to the portal.

2

Explore the deal

They see your deal in a professional environment—overview, video intro, and materials you've shared based on their permission level.

3

Go deeper

Sign an NDA to unlock more content, chat with AI about the data room, or send requests to your team for additional access.

4

Declare interest

When ready, investors can commit with an amount or pass on the deal—all tracked in your dashboard.

Preview

Your LPs' experience

A branded destination that keeps investors informed

Investor portal overview
Investor data room view
Investor activity tracking
Part of the full funnel

Investor Portal connects to everything else

One workflow from LP discovery to signed commitment.

FAQ

Common questions

Give investors a better experience

Start free. See LP matches in minutes.