Investor Relations Management Template

Keep your investors in the loop with a custom portal that shares key metrics, team updates, product milestones, and more.

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Overview

This free template helps you build an investor-facing portal on top of your existing data, so you can streamline communication, reduce one-off updates, and provide stakeholders with always-on access to company insights.

It comes with a sample database that shows how to structure your data for investor relations, but it works with any Softr-supported data source (including Google Sheets, Notion, monday.com, HubSpot, and others).

Why use this investor relations portal template

Avoid repeat requests for the same info: Let investors self-serve the updates they need — from KPIs to community news — without chasing your team for answers.
Professional, on-brand experience: Customize the look, feel, and access levels of your portal to match your investor relations strategy.
Scale as you grow: Add new sections, data sources, and update feeds as your operations and investor base expand.

Template features:

Key metrics dashboard
Share revenue, retention, user growth, and other KPIs in a visual, investor-friendly format.
Team directory
Let LPs and board members learn more about the people behind the business.
Product and milestone updates
Highlight feature launches, roadmap progress, or company milestones.
Community and PR highlights
Showcase your latest press, hiring news, or blog posts to keep stakeholders excited.
Secure access controls
Set visibility permissions for different types of investors, internal team members, and advisors.
Fully responsive design
Investors can check updates from any device — mobile, tablet, or desktop.

Who is this investor relations template for?

This template is designed for startups, VC-backed businesses, and funds that want a professional way to share investor communications without relying on messy email threads or outdated slide decks. It's ideal for:

Founders & startup teams: Keep your cap table, KPIs, and updates centralized and easy to access.
VC firms: Create a self-serve experience for LPs to track fund performance and portfolio updates.
Investor relations managers: Manage stakeholder communications more efficiently and with less back-and-forth.
Accelerators & incubators: Give mentors and investors a consistent view of each cohort’s progress.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your investor relations management portal template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Connect and map your data: Connect to any of 14+ data sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
3
Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your investor relations management portal is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

What is an investor relations management platform?
It’s a central hub where companies share key updates — metrics, milestones, product news, and more — with their investors and stakeholders.
Do I need a Softr account to use this template?
Yes. You’ll need a free Softr account to use the template. You can sign up instantly — no credit card required.
Can I customize this for my specific use case?
Absolutely. You can change the layout, colors, permissions, and data sources to fit your company’s unique investor relations needs.
Can I add new sections like financial reports or fundraising decks?
Yes, the template is fully flexible. You can add blocks for decks, documents, investor FAQs, and more.