White Label Investment Platform
Create secure, branded investor portals
for investment reporting, document
sharing, fund updates, and client communication.
With white-label control, granular permissions, audit trails, and a simple experience your investors can trust.
Replace email, SharePoint, and scattered
file sharing with one secure investor portal.
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You’re in good company.
40 countries trust Clinked for branded client collaboration: secure, structured
and out of their inbox.
Centralize Investor
Communications,
Reports, and
Documents
Move sensitive investor communications
out of email threads, shared drives,
and scattered tools.
Clinked gives investment firms
one secure investor portal for updates,
reports, documents, and conversations, with
permission controls that help ensure each
investor only sees what they should.
Centralize investor reporting, document
sharing, and client communication in
a branded portal that is easy for investors to
access and simple for your team
to manage.
Simplify Investor Reporting and
Document Sharing
Share performance reports, investment statements, prospectuses, quarterly updates, tax documents, and due diligence files through one secure investor portal. Clinked helps investment firms manage sensitive documents without relying on email attachments, shared drives, or disconnected file-sharing tools.
Use granular permissions to control which investors, LPs, advisors, or stakeholders can access each folder, report, or document. Keep files organized, up to date, and easy for investors to find.
Reduce admin time for your team while giving investors secure, self-serve access
to the documents and reporting they need.
Ensure Compliance with Audit
Trails and Secure Investor Access
Support compliance and audit readiness with a secure investor portal that records document activity, user actions, and communication history. Track who accessed investor reports, when documents were viewed, and which permissions were applied.
Give your team a clear audit trail for sensitive investor information while keeping files, updates, and communications organized in one controlled workspace.
Keep Investors Updated
with Reports, Alerts, and
Secure Messages
Keep investors informed with secure updates, report notifications, meeting reminders, and document upload alerts from one branded investor portal. Notify investors when new performance reports, quarterly updates, or important documents are available.
Reduce manual follow-ups and give investors a simple way to access the latest information from desktop or mobile, without relying on scattered email threads or disconnected communication tools.
White Label Investor
Portal That Looks Like
Your Firm
Build a branded investor portal that reflects your firm’s identity: with your logo, colors, custom domain, and a professional client-facing experience.
Give each investor, LP, family member, or stakeholder personalized access to the documents, reports, and updates intended
for them.
Create separate investor works paces with tailored content and permissions, so every client gets a secure, relevant experience while your team stays in control.
Client portal
software designed
to protect your
data.
With AES-256 encryption, GDPR coverage,
SOC 2 compliance and HIPAA-ready document management, everything in
your secure investor portal is locked in
the moment it enters the platform.
Top Features of Clinked’s
Investor Portal Software
Are you looking to manage clients, projects, or securely store and share files? Choose the solution that fits your needs best. Review the features listed below, or book a demo so we can discuss your requirements and help you select the perfect option.
Move Investor Communications
Out of Email, SharePoint, and
Shared Drives
Investor communication should not
depend on scattered inboxes,
unsecured attachments, or internal
tools that were never designed for
external client experiences.
| Generic File Sharing Tools | With Clinked you can: |
| Email attachments | Share sensitive reports and documents through a secure investor portal |
| SharePoint | Give investors a branded, client-friendly experience |
| Google Drive / Dropbox | Control access with investor-specific permissions |
| Traditional VDRs | Support ongoing investor reporting and communication, not just one-off transactions |
| Manual follow-ups | Notify investors when new documents, updates, or reports are available |
FAQs
Here’s a quick overview of the questions asked most when choosing a M&A deal room.
Can’t find what you’re looking for?
Reach out to our lovely sales team: they’re real humans, exceptionally helpful, and ready to guide you.
Can accounting and financial advisory firms use Clinked for secure document sharing and approvals?
Yes. Accounting and financial advisory firms can use Clinked to create branded client workspaces, securely share documents, request files, manage approvals and control access for individual clients or groups.
Can an investor portal support security and compliance processes?
An investor portal can support security and compliance processes by providing encrypted file sharing, controlled access, authentication, document version histories and detailed activity records.
However, using a portal does not automatically make an investment firm compliant. Each organisation remains responsible for configuring the platform and meeting the regulations and retention requirements that apply to its activities.
Does Clinked provide audit trails for investor activity?
Yes. Clinked’s audit trail records activities such as logins, document views, uploads, downloads, edits, approvals and permission changes. Administrators can filter and export activity records for greater oversight and audit preparation.
How does an investor portal improve communication?
An investor portal keeps messages, comments, notifications and documents together in one secure workspace. This helps investors find relevant updates more easily and gives the firm a clearer record of communications than disconnected email threads.
How does an investor portal improve document distribution?
An investor portal gives firms one controlled location for distributing statements, reports, notices and other investment documents.
Instead of sending repeated email attachments, firms can publish information to the relevant investor workspace, notify users and maintain an activity record of portal and document actions.
Can each investor have different access permissions?
Yes. Granular permissions can be used to control which workspaces, folders and documents each investor or stakeholder can access.
This helps firms keep investor information separated while giving authorised users access to the reports and documents relevant to them.
Can the investor portal be customised with our firm’s branding?
Yes. Clinked supports white-label branding, custom domains, custom email domains and configurable dashboards, helping firms provide an investor experience that reflects their own brand.
How do you implement a secure investor portal?
Start by identifying the users, documents and workflows the portal needs to support. Firms can then create investor-specific workspaces, configure access permissions, apply branding, organise document structures and test the experience before inviting investors.
A configurable platform such as Clinked allows firms to launch a secure portal without developing an entire system from scratch.
Can investors self-serve reports and documents through the portal?
Yes. Firms can give investors direct access to reports, statements, prospectuses and other authorised documents without requiring repeated email requests.
Notifications can alert investors when new information is available, while permissions control which users can view, upload or download specific content.
How can investors securely access documents and statements?
Investors can sign in to a permission-controlled workspace where they only see the files and information assigned to them. Clinked supports granular permissions, two-factor authentication, encrypted file sharing and audit trails to help protect sensitive investor information.