Investor portal
The portal your investors actually log in to
CREAssets is investor portal software for commercial real estate sponsors: every LP gets one home for what they own, what they were paid and what they need to sign — and you stop answering the same five emails every quarter.
Updated
Capabilities
Portfolio at a glance
Invested, current value, distributions over time and allocation across every deal they hold with you.
Invest online
Browse offerings you made available, open the deal room, complete the questionnaire, sign and get funding instructions.
Entities, trusts and IRAs
Investors hold positions through LLCs, trusts, joint accounts or IRAs — each with its own documents and tax forms.
Documents and tax center
K-1s, statements, subscription documents and updates in one place, with clear “available” and “downloaded” states.
Your brand, your words
Your logo and colours, a top or side navigation, and your own terminology for portal labels.
Secure by default
Two-factor authentication and sign-in by password, magic link or Google.
Built from the same ledger you report from
The portal does not hold a copy of your data. Positions, distributions and capital calls come from the same capital-account ledger your team works from.
- Capital calls and distributions history per position
- Notifications for new documents, calls and distributions
- In-portal tutorials for first-time investors
- Responsive on phones, tablets and desktops
- Investors can self-register through your sponsor sign-up link
Who uses it
- For investorsWhat LPs see when their sponsor uses CREAssets: positions, distributions, documents, K-1s.
- Investor relationsAnswer any investor from one record and let the portal handle the repeat questions.
- SyndicatorsRaise deal by deal: deal room, online closing, waterfall and LP portal on one record.
Investor portal: common questions
Can investors invest through an entity?
Yes. Positions belong to investing entities — individuals, joint accounts, LLCs, trusts and IRAs — and documents follow the entity.
Is there a mobile app?
The portal is a responsive web app designed for phones, tablets and desktops. There is no separate app to install.
Can I use my own domain for the portal?
The portal carries your logo, colours and terminology today. Custom portal domains are on our roadmap — ask us about timing.
Run your next raise on one platform.
Sign up free and build your first deal today. Upgrade only when you collect investor money — and if you are moving from another platform or from spreadsheets, we migrate you at no cost and your first month is free.