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Predictable Pricing, No AUM Penalty

Flat-fee fund software with no AUM penalty

Flat-fee fund software means one predictable price for the full investor portal and reporting platform — unlimited LPs, unlimited users, no per-module add-ons that multiply as AUM grows. InvestorPortaLPro built pricing this way deliberately: a fund's software cost shouldn't punish it for succeeding.1

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Flat-Fee Fund Software dashboard by InvestorPortaLPro
What we offer

Growing AUM shouldn't mean a growing software bill

Much of the industry prices fund software by AUM tier or by module — the platform gets more expensive exactly as the fund succeeds. Flat pricing removes that penalty entirely.

One price, full platform

Portal, reporting, capital flows, and CRM — not separately metered modules.

Grows without penalty

AUM growth and LP growth never trigger a pricing tier change.

Budgetable, always

Predictable cost makes multi-year planning straightforward.

Pricing features

What flat pricing actually includes

Unlimited LPs and users means the fund never faces an awkward conversation about adding the next investor or the next team member.

Full platform capability from day one — no artificial feature gates positioned as upsells once the fund is already dependent on the system.

  • Unlimited LPs

    No per-investor pricing that punishes a successful raise.

  • Unlimited users

    Your whole team, without seat-based fees.

  • Full platform included

    Portal, reporting, CRM, and data room — not gated modules.

  • AUM-independent

    Fund growth doesn't trigger a repricing conversation.

  • Simple invoicing

    One predictable line item, budgetable for years.

Bespoke investment software

Let growth be good news, including for the software bill

A platform priced against your success is a strange incentive to build a technology relationship on. Flat pricing removes the tension entirely.3

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See it in action

A look inside the platform

Real screens from the InvestorPortaLPro platform — relationship pipelines, engagement analytics, controls, and reporting. Explore the full interactive demo →

Shareholder and investor CRM showing relationship pipeline by stage and engagement tracking
Relationship CRMPipeline, commitments, and shareholder relationships in one view.
Controls and audit dashboard showing dual-control approvals and a tamper-evident audit ledger
Controls & AuditEnforced dual control and a tamper-evident audit ledger on every transaction.
Performance dashboard with projections and scenario bands for investor reporting
Performance & ReportingDynamic performance views and reporting your shareholders actually use.
Risk analytics with VaR, factor exposure, and distribution analysis
AnalyticsFrom engagement metrics to market analytics — measure what matters.
Capital flow visualization tracing value from asset class through holders and accounts
Data VisualizationInteractive visuals that turn your company's story into something holders can see.
Executive dashboard with key company metrics at a glance
Executive DashboardKey metrics, engagement, and activity at a glance for your IR team.
Why IPP

Why choose a boutique investor software firm?

There are many reasons to choose InvestorPortaLPro. We are affordable yet sophisticated, 100% dedicated to investor portals and IR software, and we spend most of our revenue on research and development to build a better platform for our customers and their investors.

Our vision & dreams

“We shall build good software here, at a profit if we can, at a loss if we must, but always good software.” InvestorPortaLPro aims to be the most user-friendly, affordable, and modern investor platform on the market for firms of all sizes — including public companies, private companies, private equity, real estate, banks, wealth managers, and asset servicers.

Our people, ethics, and experience

100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straightforward, and down-to-earth team in the space. We are also hiring — contact us about joining our team of investment software professionals.

100% customer success & retention

Every implementation we have done is unique, and all have been success stories for our clients.4 Our organization is founded on the simple belief that we are successful when our clients are completely happy. We offer flexible pricing, financing options, and certain guarantees in our contracts — for your success and ours.

R&D commitment

IPP develops technically advanced investor software designed to be useful and user-friendly. Host it yourself (on premises) or with any provider such as Azure or Amazon AWS — IPP is built on open source software with full source-code access, and a large majority of our budget goes to research and development.

Common questions

Flat-Fee Fund Software, answered

Questions we hear most from boutique and independent fund managers. For the complete reference, visit the investor portal software knowledge base.

What is flat-fee fund software?

Investor portal and reporting software priced at one predictable rate rather than by AUM tier or per-module fees — so a fund's platform cost doesn't increase as it raises more capital or adds LPs.

How is this different from typical fund software pricing?

Much of the market prices by AUM band or charges separately for each module (portal, reporting, CRM); flat pricing includes the full platform at one rate regardless of fund size.

Does unlimited LPs really mean no per-investor cost?

Yes — adding your hundredth LP costs the same as your tenth. The platform is priced for the relationship, not metered per seat.

Can our whole team use it without added fees?

Yes — unlimited users means operations, IR, and leadership all have access without seat-based pricing.

Is any platform capability held back at this pricing?

No — the full platform, including data rooms and CRM, is included rather than gated behind upsell tiers.

Does the price ever change?

Only by mutual agreement at renewal — not automatically as your AUM or LP count changes, which is the entire point.

Trusted with 100% client retention4

See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.

Read all reviews →

Ready to discuss flat-fee fund software for your firm?

100% satisfaction

We have never lost a client.4 We take the time to listen to your needs before selling you software. We appreciate your time and look forward to speaking with you about potentially partnering with us. We value your privacy and will never sell or provide your information to third parties.

Share your goals

All fields secure, and kept private

Thank you — we received your request.

Our team will reply within one business day. Prefer to talk sooner? Schedule a demo or call NY: +1-212-658-0862.

Notes
  1. Product names referenced are trademarks of InvestorPortaLPro; capabilities described on this page reflect the InvestorPortaLPro platform. ↩
  2. Secure delivery, e-signature, tracking, and retention features support your regulatory workflows; they do not constitute legal or compliance advice, and filing obligations remain with the issuer and its counsel.
  3. SOC 2 Type II controls operate as part of IPP's security program; certain certifications and assurances (including SEC Rule 17a-4(f) compliant storage) are provided through hosting partners. Current audit documentation is shared under NDA during vendor due diligence. ↩
  4. Client retention figure reflects InvestorPortaLPro's client history since founding in 2016. ↩
  5. Pricing is published at investorportalpro.com/investor-portal-pricing.html and is subject to change; enterprise and bespoke engagements are quoted individually.
  6. Implementation timelines vary with data migration scope, integrations, and branding requirements.