PORTALS
Investor portal software
that shows each holder their own equity
Give every investor and employee a private, passwordless front door: a link plus a one-time code (hashed, 10-minute expiry, rate-limited) opening onto their own stocks, options, SAFEs, activity, documents, and tax view. Grant acceptance produces a signed PDF, investor updates publish to a token-based one-pager, and fund managers get a portfolio view across companies.
Passwordless sign-in
A link and a one-time code. No accounts, no password resets.
Most investor portal software starts by creating a problem: an account and a password for someone who will sign in four times a year, which means a reset flow, and a support inbox to run it. Vquity skips the account entirely. Each stakeholder gets a private portal link; they open it, confirm their email, and enter a one-time code. That's the whole ceremony.
- One-time codes are stored hashed and expire after 10 minutes
- Sign-in attempts are rate-limited, so codes can't be guessed by brute force
- The session that follows is hashed too, and each portal token maps to exactly one stakeholder
Open the private link
Each stakeholder gets their own portal URL. No account to create first.
Enter the emailed code
A one-time code lands in their inbox: hashed at rest, 10-minute expiry, rate-limited.
See their equity
Stocks, options, SAFEs, activity, documents, and tax. Their slice, nobody else's.
The holder's view
Stocks, options, SAFEs, activity, documents, tax. Their own.
Every "what do I actually own?" email is a support ticket and a small trust gap. Inside the portal, a stakeholder sees their position across six views: their shares by class, their option grants with vesting position, their SAFEs, a dated activity feed of their equity events, their documents, and a tax view. Everything is computed server-side from the same ledger the company runs on. The portal is a window onto the holder's slice of it, not a copy that drifts.
- Six views per holder: Stocks, Options, SAFEs, Activity, Documents, and Tax
- Positions are computed server-side, so what a holder sees is decided by the ledger, not the browser
- An offline cache keeps the last-loaded portal readable without a connection, with a refresh to pull current numbers
For investors with many positions
A fund manager signs in once and sees the whole portfolio.
Angels and fund managers rarely hold exactly one position. The fund-manager portfolio view rolls a single investor's holdings up across every Vquity company that issued to them, preferred here, a SAFE there, behind the same passwordless sign-in. The boundary doesn't move, though: within each company, the investor still sees only what that company issued to them, never the rest of that company's cap table.
- One sign-in, every portfolio company, one rolled-up view
- Per-company detail stays scoped to the investor's own instruments
- No accounts for the fund to manage and nothing for the company to bill per seat
Beyond sign-in
The portal is where equity paperwork stops being email.
Acceptance, updates, and travel-proof access: the three jobs stakeholder-facing equity actually has.
Grant acceptance with a signed PDF
New hires accept option grants through a public, tokenized page: review the terms, accept online, and a signed grant PDF is generated and logged against the grant. No account, no app install, no scanned attachments.
Investor-update one-pager
Compose an investor update and publish it as a one-pager at a token-based public URL. A stable link is easier to send than an attachment, easier to read, and easier to forward to the partner who asked.
Offline cache and refresh
The portal caches what it last loaded, so a holder on a flight or a bad connection can still read their position. Back online, one refresh pulls the current numbers from the ledger.
What this investor portal software deliberately doesn't do
Two boundaries are drawn on purpose, and you should know them before you evaluate anything else.
First: the portal shows each stakeholder their own position, not the company's cap table. There is no self-serve toggle that exposes the full cap table to investors through the portal. When an investor genuinely needs the whole picture (diligence, a board pack), you share it from the workspace on your terms, as an export or a snapshot PDF, with a record of what was shared. A portal that can quietly show everyone everything is a disclosure decision made by a checkbox; we would rather the decision stay with you.
Second: holders do not submit option exercises from the portal. An exercise changes the cap table and has tax consequences, so exercise requests are entered and approved admin-side, in the dedicated queue described on the options & vesting page, one atomic operation that updates the grant and the ledger together. The portal tells an employee exactly what they've vested; the exercise itself runs as a deliberate workflow, not a button next to a balance.
If your process needs portal-side exercise submission or investor self-serve cap-table access today, Vquity is not that tool yet, and knowing that now is worth more than discovering it in month three.
Portals for everyone, because the meter is gone
Here is the quiet reason most companies never roll portals out: on per-stakeholder pricing, every holder you invite grows the bill, so access becomes something you ration. Vquity has no per-stakeholder pricing. Portals are part of the plan, and inviting your fortieth employee costs the same as your fourth. That changes the default from "portals for the investors who ask" to "a portal for every holder on day one."
It matters most for employees, for whom equity is often the largest number they can't see. A portal that answers "how much have I vested?" without a ticket to finance does more for equity literacy than any all-hands slide; pair it with the Academy's equity for employees lesson and new hires can read their own grant properly. Employees who want to understand where their slice sits in the bigger picture can start with reading a cap table.
The fastest way to judge the portal experience is to load the seeded sample company in the app. It comes with grants mid-vest and holders you can issue portals to, so you can walk the sign-in, the six views, and the acceptance flow in a few minutes.
Frequently asked questions
How do stakeholders sign in to the portal?
With passwordless OTP: each stakeholder gets a private portal link, confirms their email, and enters a one-time code. Codes are stored hashed and expire after 10 minutes, sign-in attempts are rate-limited, and the resulting session is hashed too. Each portal token maps to exactly one stakeholder. There are no accounts to create and no passwords to reset.
Can investors see the full cap table through the portal?
No, and that's deliberate. The portal shows each holder their own position: their stocks, options, SAFEs, activity, documents, and tax view, computed server-side. There is no self-serve toggle that exposes the company's full cap table through the portal; when an investor needs the whole picture, you share it from the workspace on your terms.
Can employees exercise their options from the portal?
No. The portal shows an employee their grants and exactly what they've vested, but exercise requests are entered and approved admin-side in a dedicated queue. Approval runs as one atomic operation that updates the grant and the transaction ledger together. Grant acceptance, by contrast, is fully self-serve: a public, tokenized page where the hire reviews terms and accepts, producing a signed grant PDF.
Does the portal work offline?
It keeps working on what it last loaded: the portal caches the holder's most recent view, so their position stays readable on a flight or a weak connection, and a refresh pulls current numbers from the ledger once they're back online.
What does an investor with several portfolio companies see?
The fund-manager portfolio view rolls one investor's positions up across every Vquity company that issued to them, preferred shares in one, SAFEs in others, behind a single passwordless sign-in. Within each company, they still see only their own instruments, never the rest of that company's cap table. And since Vquity has no per-stakeholder pricing, issuing portals to every holder doesn't move the bill.
Move your cap table off the spreadsheet.
Shareholders to SAFEs, option grants to exit modeling. One platform, priced by the company and not the head, on web and desktop.
All modules included · No per-stakeholder pricing · Explore a seeded sample company in one click