Platform Features

Everything You Need to Build Professional Portals

One platform, three products in beta — Investor Data Rooms, Board Portals, and Executive Dashboards. Real-time dashboards, secure document management, white-label branding, and Deckster, the built-in AI analyst that answers questions about your metrics — all with a security-first architecture. Additional portal types ship as customer demand validates them.

Portal Setup & White-Label

Launch a branded portal in 30 minutes — no developers required.

🏗️

12 Portal Types

Choose from client, vendor, board, investor, customer, membership, donor, alumni, shareholder, project, team, or executive dashboard portals.

🎨

White-Label Branding

Add your logo, brand colors, and custom CSS. Remove all AppDeck branding so portals look like your own platform.

🌐

Custom Domains

Use your own domain (portal.yourcompany.com) for a professional, seamless experience.

portal.yourcompany.com
AppDeck portal setup wizard showing portal type selection and branding customization

Real-Time Dashboards

Live KPIs and metrics from your connected data sources — no manual updates.

📊

Drag-and-Drop Builder

Build custom dashboards with KPI cards, line charts, bar charts, tables, and more. No coding required.

🔗

Multi-Source Data

Connect your CRM, accounting, billing, and analytics tools into a single unified view. Integration roadmap driven by early-access customer demand.

👤

Role-Based Views

Create different dashboards for CEO, CFO, CRO, board members, and other stakeholders — each sees what matters to them.

portal.yourcompany.com
AppDeck dashboard builder with drag-and-drop widgets, charts, and KPI cards

Document Management

Secure file sharing with version control, access tracking, and audit trails.

📁

Organized Folders

Structure documents by category, project, or stakeholder. Drag-and-drop uploads with automatic organization.

🔄

Version Control

Track every document version with full history. See who changed what and when. Roll back if needed.

🔒

Access Controls

Granular permissions per document, folder, or user. Watermarking, download restrictions, and expiration dates.

portal.yourcompany.com
AppDeck document management with organized folders, version control, and access permissions

Security & Compliance

Enterprise-grade security that meets the standards of regulated industries.

🛡️

Security-First Architecture

Designed for independent audit — roadmap toward SOC 2 Type II. AES-256 encryption at rest and TLS 1.3 in transit.

📋

Complete Audit Trails

Every action logged with timestamps: logins, document views, downloads, changes, and permissions updates.

🔐

SSO & 2FA

Enterprise single sign-on (Google, Microsoft, SAML) and two-factor authentication for all users.

portal.yourcompany.com
AppDeck security center showing encryption, audit trails, and access controls

Integrations

Connect your existing tools — portals stay in sync automatically.

Integration Roadmap

We plan to support common CRM, accounting, analytics, and collaboration tools. Roadmap driven by early-access customer demand — tell us your must-haves.

🔌

API & Webhooks

REST API for custom integrations. Webhooks for real-time event notifications to your systems.

🤖

Zapier & Automation

Connect to 5,000+ apps through Zapier. Automate workflows between your portal and other tools.

portal.yourcompany.com
AppDeck integrations marketplace for CRM, accounting, analytics, and collaboration tools

Analytics & Engagement

Know exactly who viewed what, when, and how they engaged with your portal.

👁️

Engagement Tracking

See who viewed documents, which pages they visited, how long they spent, and when they last logged in.

📈

Content Analytics

Discover which content gets the most attention. Optimize your portal based on real usage data.

🔔

Smart Notifications

Automated email and in-app alerts for new content, upcoming deadlines, expiring documents, and portal activity.

portal.yourcompany.com
AppDeck engagement analytics showing portal views, visitor metrics, content heatmap, and activity feed

All Features, Across Three Products

Every feature above ships across our three GA products — Investor Data Rooms, Board Portals, and Executive Dashboards. Additional portal types are on the roadmap; they are listed below so you can tell us which ones matter most for your stakeholders.

Ready to Build Your Portal?

Choose a portal type and launch in 30 minutes. All features included on every plan.

Free 14-day trial — now in beta

Built into every workspace

Meet Deckster, your AI analyst

Every AppDeck workspace comes with an AI analyst that knows your metrics. Ask a question, get the analysis — then share it with investors, your board, or your leadership team.

  • Ask in plain English

    Type a question about your KPIs — MRR, burn, churn, runway — and get an answer in seconds, not a spreadsheet session.

  • Analysis, not just numbers

    Deckster pulls the underlying data, computes the trend, and explains what it means — with a chart to back it up.

  • Draft updates from live data

    Generate investor and board updates grounded in your actual metrics, ready to review and publish to your portals.

Try Deckster Free
◆ Deckster⌘K
How did MRR trend over the last quarter?
Fetched metric details

Strong growth momentum. MRR grew from $33.6K (March) to $38.2K (April) — a +13.7% increase in the most recent month.

Over the quarter, that's a cumulative gain of 28.2%, roughly ~$2,800/month of average growth.

MRR Trend — Last Quarter

FebMarApr