Everything You Need to Build Professional Portals
One platform, three products at GA — Investor Data Rooms, Board Portals, and Executive Dashboards. Real-time dashboards, secure document management, white-label branding, and an integration roadmap driven by early-access customer demand — 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.
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.
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.
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.
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.
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.
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.
Join the waitlist for early access
Related Portal Solutions
Explore other portal types that might fit your needs
Board Portal
Professional board portal with voting, signoffs, and pre-built board packs.
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Centralized vendor management with onboarding, compliance, and procurement.
View ProductCustomer Portal
Self-service customer portal for account management, support, and billing.
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