Portal Solutions for Every Stakeholder
Choose the right portal type for your needs. From investor data rooms to team hubs, we have templates that connect to your existing tools.
Investor Data Room
Secure portal for due diligence documents, cap table, and financial metrics during fundraising and ongoing investor relations.
- Document repository
- Access analytics
- Version control
- Q&A management
- Watermarking
- SOC 2 compliant
Board Portal
Board packages, meeting materials, and real-time company metrics for directors and governance.
- Board packages
- Live metrics
- Meeting management
- Document library
- Engagement tracking
- Secure access
Executive Dashboard
Real-time KPIs and business metrics for CEOs, leadership teams, and board members.
- Live KPI tracking
- Multi-source data
- Custom layouts
- Smart alerts
- Mobile optimized
- Beautiful visualizations
Client Portal
Branded portals for agencies and consultants to share project updates, deliverables, and reports with clients.
- Project status
- White-label branding
- File delivery
- Custom dashboards
- Client communication
- Real-time updates
Project Portal
Real-time project tracking and milestone visibility for client collaboration and transparency.
- Live task tracking
- Timeline view
- File delivery
- Feedback tools
- Progress dashboards
- Notifications
Team Portal
Internal hub for distributed teams to access metrics, resources, announcements, and goals.
- Team metrics
- Resource library
- Announcements
- OKR tracking
- Department hubs
- Recognition
Choose the Right Portal for Your Needs
Not sure which portal is right for you? Here's a quick guide to help you decide.
For Fundraising & Governance
If you're raising capital or managing board relationships, choose:
- Investor Data Room - Active fundraising
- Board Portal - Board management
- Executive Dashboard - Leadership metrics
For Client & Team Communication
If you're managing client projects or internal teams, choose:
- Client Portal - Agency client work
- Project Portal - Project tracking
- Team Portal - Internal collaboration
Ready to Get Started?
Choose a portal type and launch in 30 minutes. All plans include a 14-day free trial.
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