Investor Stee · v1
The investor portal real-estate sponsors actually want to show their LPs.
Pipeline-to-distribution in one workspace. Manage prospects, run capital calls, share K-1s, and give your investors a portal that looks as institutional as your underwriting.
Multi-factor authentication · SOC 2-ready audit trails · Twilio Verify
For sponsor teams
A CRM built for capital raising
Prospects → committed → active LPs in one pipeline. Every property, deal, K-1, and email lives on the investor's record.
For LPs
The portal LPs come back to
Real-time portfolio. Tax docs that are easy to find. Distributions that are easy to track. A communications log that survives email inbox loss.
Compliance baked in
MFA, RBAC, audit log
SMS or authenticator app — investor's choice. Every mutation logged. Encrypted at rest, TLS 1.3 in transit.