App builder

One investor portal for the deals you sponsor
and the LPs already in them.

Describe your track record, your interest list and the updates your investors expect, and Netiva’s AI builds the web app — live preview, your own domain and code you own.

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Starter prompt

Build an investor portal for a real estate sponsor who syndicates multifamily deals. Track offerings with market, property type, stage, hold period and target equity; investors with their signing entity, self-reported accredited status and ticket size; a position per investor per deal that runs from first indication through the amount funded and their ownership share; and quarterly updates carrying occupancy and the distribution recorded for the period. Give closed deals a public page each and keep a short interest form; put open offerings and investor statements behind sign-in, and the raise pipeline on a team screen.

Build it in Netiva Paste the prompt into a new workspace and adjust it to your business.
Overview

Who this investor portal is for

Sponsors raise from the same few hundred people for years, but the record of it scatters across a CRM, a shared drive and a mail merge. A prospective limited partner asks what you have closed and someone digs out a deck; an investor already in a deal asks for last quarter’s distribution notice and someone forwards a file. An investor portal built with Netiva keeps offerings, investors, positions in each deal and quarterly updates in one place — a public track record on the front, and a signed-in side where each LP sees only the deals they are in.

Key features

What your investor portal can do

  • Track record on the public side

    Closed and realized deals get a page each — market, property type, hold period, business plan and photos — so someone new can read your history without seeing terms for an offering you are raising for now.

    • A deal page per property, bound to the offerings collection
    • Photos, hold period and a short business plan on each
    • Realized deals kept apart from what is open
    • Offering terms stay behind sign-in

  • An investor interest list

    A short form records the name, the entity that would sign, the markets they want and the ticket size they have in mind, so the next call starts from something real instead of a reply in your inbox.

    • Self-reported accredited status kept on the investor record
    • Date of first substantive contact stored for every investor
    • Indications logged per deal, not just per person
    • Saved views for markets and ticket size, and a positions view by follow-up owner

  • Deal rooms behind sign-in

    Limited partners sign in and find the deals they are in: the business plan, the documents you posted, the update history and the statements attached to their own position. One LP never sees another’s paperwork.

    • Each investor sees only their own deals and files
    • Statements and tax documents attached per investor, per deal
    • The raise pipeline is a team screen, not part of the investor home
    • Opens in a phone browser, with nothing to install

  • Quarterly updates and distribution notices

    Publish an update to the deal room with occupancy, the work done this quarter and the distribution recorded for the period, then let a scheduled email tell every investor in that deal it is up.

    • Update published to the deal room and emailed as a link
    • Occupancy and distribution recorded per period, per deal
    • A nudge to the team when an open deal has no update yet
    • Past updates kept on the offering, in order
Data model

The collections behind it

Netiva keeps your records in built-in collections. Here’s a starting structure — the agent adapts it to your prompt, and you can change it any time.

Offerings

Every deal you have raised for, from pipeline through realized.

  • Name (required) How investors refer to it, usually the property or entity name Text
  • Property type (required) Multifamily, self-storage, industrial, retail, land Text
  • Market (required) City and state the asset sits in Text
  • Stage (required) Pipeline, open, fully subscribed, operating, realized Text
  • Target equity LP equity the deal needs; drives the pipeline gap Number
  • Hold period Target hold at close, and the actual hold on realized deals Text
  • Business plan The short version shown on the public deal page Paragraph
  • Photo Image

Investors

The people and entities on your list, whether or not they have invested yet.

  • Name (required) Text
  • Signing entity The LLC, trust or IRA custodian that would sign Text
  • Email (required) Also how they sign in to the portal Text
  • Accredited status What the investor told you: accredited, not accredited, unsure Text
  • Verification letter Third-party letter for an advertised offering, when you hold one File
  • First spoke on Date of first substantive contact Date
  • Markets of interest Text
  • Ticket size Rough amount they would consider per deal Number

Positions

One investor’s place in one offering, from first indication through funded.

  • Investor (required) Relation to Investors
  • Offering (required) Relation to Offerings
  • Status (required) New, call booked, documents out, funded, passed Text
  • Amount indicated Soft number; nothing is committed until documents are signed Number
  • Amount funded What the investor wired, entered once the closing is confirmed Number
  • Ownership share This investor’s share of LP distributions, as a percent Number
  • Investor documents Statements and tax documents only that investor can see File
  • Follow-up owner Text

Updates

One quarterly or monthly update per offering, with the numbers that went with it.

  • Offering (required) Relation to Offerings
  • Period (required) The quarter or month the update covers Text
  • Headline (required) Text
  • Body (required) What happened on the asset this period Paragraph
  • Occupancy Percent occupied at period end Number
  • Distribution recorded Paid to LPs for the period; recorded here, sent elsewhere Number
  • Attachments File
  • Published on (required) Date

Required field. Types are Netiva collection field types.

Screens

Pages and screens to start with

A typical first version. Ask the agent for more, or annotate the preview to change any of them.

  • Track record

    Closed and realized deals with photos, market, hold period and business plan, so a new contact can read your history without seeing open offering terms.

    Public

  • Deal page

    One closed or realized deal in public: market, property type, hold period, photos and the short business plan, with no offering terms.

    Public

  • Investor list sign-up

    A short form for name, signing entity, markets of interest, ticket size and self-reported accredited status, which creates the investor record.

    Public

  • Investor home

    Each limited partner’s own deals, the newest update on each, the statements on their position and any indication still open.

    Signed-in users

  • Deal room

    An offering you are raising for or operating, in full: business plan, documents, the update history and the distributions recorded period by period.

    Signed-in users

  • Raise pipeline

    Indications by offering against target equity, with the gap left to fill, the status of each one and who is following up.

    Your team
How it works

From prompt to a live investor portal

  1. Describe the deals you raise for

    Tell Netiva what you sponsor, how many investors you have and what a quarterly update contains. The agent drafts collections for offerings, investors, positions and updates.

  2. Load your track record

    Enter closed and realized deals in the collection grid, or ask the collection assistant to draft records from your notes for review, then attach photos and a short business plan to each.

  3. Draw the line at sign-in

    Walk the live preview as a visitor and again as an investor. Annotate anything that shows deal terms too early and the agent moves it behind sign-in.

  4. Publish and invite your LPs

    Publish in one click on your own domain, invite investors to sign in and switch on the update emails. Every later change is checkpointed, so a bad edit is easy to roll back.

Why Netiva

Netiva vs a traditional build

Building an investor portal with Netiva compared with a traditional build
Criterion With Netiva Traditional build
Investor updates An update published to the deal room and emailed as a link, kept with the offering A quarterly PDF attached to a long BCC thread, resent to whoever asks for it
Document requests Each investor signs in and finds the statements attached to their position in the deal Tax season spent forwarding files from a shared drive one investor at a time
Getting started Describe what you need in chat and watch it take shape in a live preview Hire developers, or stitch together templates, plugins and a hosting plan
Content and data Built-in collections with nine field types, bound straight to your pages Set up and connect a separate database or CMS
Making changes Ask the agent; every change is checkpointed and reversible File a ticket, wait for a sprint, redeploy
Hosting and domain Global hosting and automatic SSL; connect a custom domain from the Starter plan Buy hosting, then install and renew SSL certificates yourself
Code ownership Clean production code you own and can export Locked into a template, plugin or agency setup
Examples

Ways teams use it

  • A first-time multifamily sponsor

    One 96-unit value-add deal raised from people the sponsor already knows. The track record page starts as the sponsor’s own background and prior operating experience and fills in as the first deal closes; nothing about the live raise shows until an investor signs in.

  • A syndicator with nine closed deals

    Around 200 limited partners across separate entities, several of them in three or four deals at once. Each signs in once and finds every offering they are in, the update history and the statements on their own position, instead of emailing to ask.

  • A self-storage fund advertising a raise

    The sponsor advertises the raise, so it runs under Rule 506(c): every purchaser must be accredited and the sponsor must take reasonable steps to verify that, outside the app. The pipeline only marks who has a third-party verification letter on file and who is still waiting.

Good to know

Before you build

  • The offering itself runs elsewhere

    Netiva builds the web app. Subscription documents, accreditation checks, escrow and wires belong to your broker-dealer, registered platform or transfer agent, and to the counsel who drafts the offering.

  • Accredited status is recorded, not checked

    The investor record holds what someone told you and whether a third-party letter is on file. Nothing in the app confirms income, net worth or a qualifying securities license — the reasonable-steps review for an advertised offering happens outside it.

  • Distributions move through your bank

    Netiva’s checkout sells products, not securities. A distribution is stored as an amount and a period; the money moves through your bank, administrator or platform, and their capital accounts stay the record.

  • Your existing investor file stays put

    Netiva doesn’t import your CRM or your administrator’s investor list. Start with the deals you are raising for now, entered in the collection grid or drafted with the collection assistant for review, and add older deals later.

Compliance note

Offering and promoting securities is regulated. Rule 506(b) permits no general solicitation; Rule 506(c) allows advertising only if every purchaser is accredited and you take reasonable steps to verify it. Use the app for your track record, interest list and investor updates; run subscription documents, verification and escrow through a registered platform or broker-dealer with securities counsel, and file your own Form D with the SEC.

FAQ

Questions about building an investor portal

Is this a real estate crowdfunding app that takes investments?

No. What you build here is the sponsor’s own site: a track record, an interest list and a portal for the investors already in your deals. Crowdfunding in the regulated sense, Regulation Crowdfunding, caps an issuer at $5 million in a 12-month period and requires every transaction to run online through an SEC-registered funding portal or broker-dealer. Your offering runs there, or privately with counsel; the app records where each investor stands.

Can we advertise an open offering on the public pages?

That depends on the exemption you rely on, and it is a question for your securities counsel. A Rule 506(b) offering allows no general solicitation or advertising, so sponsors usually show only closed deals publicly and keep terms behind sign-in. Rule 506(c) does permit broad advertising, but every purchaser must be an accredited investor whose status you take reasonable steps to verify. The app can hide or show a deal either way.

How do limited partners see only their own deals and documents?

Investors sign in with their own accounts and the app shows each one the records tied to them: the offerings they hold a position in, the update history on those deals and the files attached to their own position, such as a capital statement or a K-1. One LP never sees another’s paperwork, and the raise pipeline is a team screen, not part of what an investor’s home shows.

Can the portal work out preferred return and the waterfall split?

It can show whatever arithmetic you describe to the agent — contributions and distributions to date, a preferred return accrual, a promote split at each tier. Ask for it in plain language, then check the output against a deal you have already closed. The figures stay yours: your administrator’s capital accounts remain the record, and anything an investor sees should say which period it covers.

Can the app email quarterly updates and distribution notices?

Yes. Apps built with Netiva can send email and run scheduled jobs, so publishing an update to a deal room can email every investor in that deal a link, and a monthly job can nudge your team when an open deal has no update for the quarter. Email only — no text messages or push notifications. The distribution itself moves through your bank or administrator; the app records it.

What happens to the investor portal if we hire a fund administrator later?

Nothing breaks. Netiva writes clean, framework-standard code that you own and can export whenever you want, so a developer can take the portal on, or you can keep the track record and interest list and hand statements to the administrator. Every change the agent makes is checkpointed, so you can branch, compare and roll back if an edit to the investor view goes wrong.

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Drafted with AI assistance from Netiva’s product pages and reviewed by the Netiva team. Example data models, screens and prompts are illustrative starting points, not customer projects.

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