Investor Portal
Elevate your brand and provide a better investor experience with Groundbreaker’s real estate investor reporting software. The convenience and transparency your investors expect from you has finally arrived.
Investor Portal
From first login, investors will see your available offerings where they can begin their investment with a single click. They also get a quick update on their real estate holdings and portfolio performance. Tax documents, reports, emails, distributions, and contributions are all accessible in a few clicks from any computer or mobile device web browser.
Having an investor portal is no longer just a tool in your arsenal to attract and retain top real estate investors, it’s a necessity. But with anything you put in front of your investors, your firm’s reputation is on the line, so rolling out a new tool has to be well planned and executed.
Groundbreaker delivers an intuitive and simple LP portal and investor dashboard experience supported by a team that makes onboarding quick and painless. We import your historical and currently active portfolio data and provide materials for you and your investors to get up to speed quickly upon launch.
Enable investors to self-service their accounts and track portfolio performance
Give investors easy access to prior reports and transactions via a single login
Easily and securely deliver tax forms and other sensitive information
Quickly download and manage documents from the Investor Dashboard
Why you’ll love this tool:
When you use real estate investment management software to give your investors the same type of experience they would expect from a Fortune 500 company, it reflects your maturity and professionalism as a firm. With our investor portal software and investor dashboard, you promote and enhance your brand with every investor interaction, even outperforming portals built and offered by the biggest CRE investment firms.
Investors bank and manage their stock investments online and are coming to expect more accessibility on their devices. Our investor portal dashboard provides an online experience where your investors can quickly access, view, and manage their investment activities.
CRE sponsors that impress investors will have a competitive edge over those that do not upgrade their systems. Over time, they, will capture more business and fare better when access to funds gets more difficult. Modern, easy to use real estate investment management software is the answer to attracting and retaining happy investors for the long haul.
“I would highly recommend their platform and services (and have been ) to all syndication operators who are looking for an investor management software. You should definitely give them a try, you will not be disappointed!”
Heath Jones | Co-Founder at H Squared Capital
“Groundbreaker has made it possible to remain organized with ease when dealing with many investors on a single deal. You’re able to have everything consolidated to a single platform when working these real estate deals. Our investors love the ability to check on the deal in the investor dashboard, and they’ve continually complimented how easy the UI is.”
Connor Stark | Managing Partner at GCM Capital
Go ahead and impress your investors with a new investor dashboard!
Learn more about how Groundbreaker helps small- to medium-sized commercial real estate investment firms improve their investor communications and increase productivity and investor satisfaction by automating fundraising, investor dashboard, CRM, data security, investor relations and syndication management workflows.