Investor Portals, Board Rooms & Dashboards
Three core products to share metrics with investors, manage board governance, and track live KPIs for leadership — all on one secure platform.
Investor Data Room
Share metrics and documents with investors. Secure due diligence, cap tables, and financial metrics with granular access controls and e-signature support.
- Document repository
- Access analytics
- Version control
- Q&A management
- Watermarking
- Security-first architecture
Board Portal
Board packages, meeting materials, and resolutions. Give directors secure access to governance documents and real-time company metrics.
- Board packages
- Live metrics
- Meeting management
- Document library
- Engagement tracking
- Secure access
Executive Dashboard
Live KPIs feeding into investor and board views. Real-time financial metrics for CFOs, CROs, and leadership teams.
- Live KPI tracking
- Multi-source data
- Custom layouts
- Smart alerts
- Mobile optimized
- Beautiful visualizations
More Portal Types
Additional portal solutions available on the AppDeck platform
Client Portal
Branded portals for agencies and consultants to share project updates, deliverables, and reports with clients.
Project Portal
Real-time project tracking and milestone visibility for client collaboration and transparency.
Team Portal
Internal hub for distributed teams to access metrics, resources, announcements, and goals.
Vendor Portal
Centralized vendor management with self-service onboarding, compliance tracking, invoice processing, and performance scorecards.
Customer Portal
Self-service portal for customers to manage accounts, get support, view billing, and access resources 24/7.
Membership Portal
Central hub for associations and organizations to manage members, dues, events, and content.
Donor Portal
Branded portal for nonprofits to share giving history, tax receipts, campaign updates, and impact reports with donors.
Alumni Portal
Connect your alumni network with directories, events, career resources, mentorship, and giving campaigns.
Shareholder Portal
Secure hub for shareholder communications, proxy voting, annual reports, dividend info, and corporate governance.
How They Work Together
Three products that feed into each other — build your KPIs once, share them everywhere.
- Executive Dashboard connects to your data sources and tracks live KPIs for your leadership team
- Board Portal surfaces those same metrics alongside board packages and meeting materials for directors
- Investor Data Room shares curated metrics and documents with investors during fundraising and ongoing updates
Ready to Get Started?
Choose a portal type and launch in 30 minutes. All plans include a early access.
Join the waitlist for early access