Private Investor Portals

Your investors
deserve better
than email chains.

A private, branded portal for boutique advisory firms. Deal rooms, NDA signing, real-time messaging, and investor CRM — live in minutes.

No credit card  ·  No sales call  ·  Just click around.

5 min
Setup time
100%
White-label
€0
Per DocuSign
portal.apexadvisory.com
Apex Advisory
James Morrison
INVESTOR
Overview
Dashboard
My Deals
Deal Rooms 2
Documents
Communication
Messages 1
Admin
Investor CRM
Welcome back
James Morrison · Gulf Family Office
2
Deals
1
NDA Signed
€46M
Total Value
4
Messages
Active Deals
🇪🇸 Torre Castellana Office Complex
Madrid, Spain · Commercial Real Estate · €28M
✓ NDA Signed
🇬🇧 Kensington Residential Portfolio
London, UK · Residential · £18M
NDA Required
Deal Rooms
🇪🇸 Torre Castellana Office Complex
Madrid, Spain · Commercial · €28M · Sponsor: Apex Advisory
✓ NDA Signed · Full Access
🇬🇧 Kensington Residential Portfolio
London, UK · Residential · £18M · Sponsor: Apex Advisory
NDA Required to View
🇪🇸 Torre Castellana Office Complex
Madrid · Commercial Real Estate · €28M
🔒 NDA Required for Full Access
Review & sign to access financials, IM and full data room
Sign NDA
—
Target IRR
—
Net Yield
🇪🇸 Torre Castellana Office Complex
Madrid · Commercial · €28M
✓
NDA Signed · Full Access Granted
All documents and financials now available
14.2%
Target IRR
6.2%
Net Yield
Express Interest →
🇪🇸 Torre Castellana Office Complex
Madrid · Commercial · €28M
🎉
Interest Registered
Apex Advisory has been notified of your interest
14.2%
Target IRR
6.2%
Net Yield
Sarah Chen · Apex Advisory
Re: Torre Castellana — Deal Discussion
SC
Hi James, great to have you on the portal. Happy to walk you through the Torre Castellana IM whenever you're ready.
JM
Looks interesting — can we schedule a call this week?
SC
Absolutely. I'll send a calendar invite for Thursday 3pm CET.
What's the minimum ticket size?
Send
Investor CRM
Investor Deal Status
James Morrison
Gulf Family Office
🇪🇸 Torre
Interested
Fatima Al-Rashid
Qatar Sovereign Capital
🇪🇸 Torre
NDA Sent
Marc Dupont
Caisse des Dépôts
🇬🇧 Kens.
Invited
Demo version
🔒Bank-grade encryption
⚡Live in under 5 minutes
🏛️Built for M&A & real estate advisory
💳Cancel anytime
🇪🇺GDPR compliant
Interactive Demo

The portal your investors will love.

📊 Investor Dashboard
🏛️ Deal Room
📈 Financial Model
👥 Admin CRM
🗂️ Deal Pipeline
portal.apexadvisory.com — Investor View
James Morrison
INVESTOR PORTAL

Demo data only — not real deals or investors

The Problem

Your current process
is costing you deals

Every boutique advisory firm manages investor relationships the same broken way. PDF attachments, DocuSign invoices, zero visibility. It doesn't have to be this way.

01
Email chaos
Sending teasers as PDF attachments, chasing investors for replies, losing track of who has which version of which document. Every deal runs on a different thread.
02
Manual NDAs
Printing, signing, scanning, emailing back. Or paying €30+ per DocuSign envelope. Neither is professional in 2026. And you still have no way to know if they actually read it.
03
Zero visibility
No idea who opened your teaser, who's genuinely interested, or which investor is about to go cold. You're managing €50M deals with less data than a newsletter tool gives you.
The Solution

Everything your investors need.
In one place.

A private, branded portal that handles your entire investor workflow — from first teaser to signed term sheet. Built for boutique advisory firms who take their brand seriously.

01
Private Deal Rooms
Each investor sees only deals assigned to them. Public info upfront, confidential financials locked behind NDA. Professional, controlled, branded to your firm.
02
Digital NDA Signing
Upload your own NDA. Investors sign digitally inside the portal. No DocuSign fees. No printing. Signatures stored permanently.
03
Real-Time Messaging
Messaging between your team and each investor, organised by deal. File sharing and instant notifications so nothing falls through the cracks.
04
Live Financial Model
Investors adjust assumptions live — cap rate, growth rate, price per m² — and see valuations update instantly. No more static spreadsheets sent back and forth.
05
Deal Pipeline
Drag deals between stages: Sourcing → NDA Sent → Due Diligence → Term Sheet → Closed. Your entire pipeline visible in one kanban board.
06
Investor CRM
Track every investor — engagement score, hot/warm/cold status, notes, next follow-up. Know who to call before they go cold.
Process

Live in minutes.
Zero technical setup.

We handle everything. You just send your investors the link.

1

Sign up

Create your account and choose your firm name, logo, and brand colours.

2

You're live

Your branded portal is ready instantly — add your deals and investors.

3

Send the link

Share one link. Investors log in with a unique access code you control.

4

Close faster

Track interest, sign NDAs, and manage your pipeline — all from one place.

Pricing

Two plans.
Zero compromises.

No setup fees. No hidden costs. Cancel anytime. Both plans include the full product — the difference is team size and devices.

Starter
€249
per month · billed monthly
Unlimited deals
Unlimited investors
Your branding & logo
NDA upload & signing
Real-time messaging
Live financial model
Deal pipeline
Investor CRM
1 team member
Max 2 devices
No custom domain

No commitment · Secure payment via Stripe

Professional · Most Popular
€799
per month · billed monthly
Everything in Starter
Unlimited team members
Unlimited devices
Custom domain
Broadcast messaging
Priority support
Setup & onboarding
Changes within 24h

No commitment · Secure payment via Stripe