Open standard · Registry · Protocol · Free to list

The Unified Interface for Every Investor Portal.

Register once with OpenInvestorPortal, then connect peer to peer. Fetch investor reports, capital calls, distributions and documents programmatically from every portal you use, through one interface. We broker the handshake. Everything after that runs directly between you and the portal.

Investors Handshake Portals

How it works

One handshake through us. Everything else peer to peer.

OpenInvestorPortal is a registry and a certificate authority. It introduces investor and portal to each other exactly once. Every request, every document and every statement afterwards travels directly between the two peers, and we are not in the path.

01 · Register

Investor creates a key

A keypair is generated on the investor's device. Only the public key is registered with OpenInvestorPortal and becomes the investor's identity. The private key never leaves.

02 · Link

Portal links the account

Inside the portal's own UI the investor clicks “Connect with OpenInvestorPortal”. The portal stores the public key against the account and we issue a signed link certificate. No password is shared with anyone.

03 · Peer to peer

Direct, signed, offline-verifiable

The investor's client signs each request with its key and calls the portal's endpoint directly. The portal checks the signature and the link certificate offline, with no call to us. Reports, capital calls and documents flow peer to peer. Revocation propagates in under an hour.

For investors & fund administrators

Stop logging into fifteen portals

  • One API and one MCP server. Documents, capital calls, distributions and capital account statements from every linked portal, normalised to the ILPA templates.
  • Your key, your data. We never hold your credentials, we never see your statements.
  • Works with your AI agent today. Claude, ChatGPT or your own tooling call the same tools.
  • For portals that have not joined yet: a local, read-only connector under your own login, with clear rules, never run by us.
See the API

For portal operators

Give your LPs an API without building a platform

  • Listing is free. You control your entry and get a vendor-verified badge.
  • OIPP is about eight read-only REST endpoints. Investors authenticate with their own keys; you verify signatures, nothing else changes in your stack.
  • You decide the scope of every link and can revoke it at any time. Nothing leaves your systems except to your own user.
  • Sanctioned API access replaces unsanctioned scraping of your site. Join and the fallback connector for your portal is retired.
List your portal

The protocol Coming soon

OIPP: a small surface every portal can implement

Read-only REST, mirrored as MCP tools. Payloads follow the ILPA templates. Requests are signed with HTTP Message Signatures (RFC 9421) and carry a short-lived link certificate signed by us, so portals verify everything offline.

# investor client → portal, directly
GET /oipp/v1/capital-calls?since=2026-01-01
Authorization: OIPP oip:inv_7f3a
OIPP-Link: eyJhbGciOi…   # signed by OpenInvestorPortal, 24h
Signature-Input: sig=("@method" "@target-uri" "content-digest")
Signature: sig=:MEUCIQ…:   # signed by the investor's key

# portal verifies, returns ILPA-shaped JSON
200 OK
{ "capital_calls": [ { "fund": "…", "due_date": "2026-02-15",
    "amount": { "value": 250000, "currency": "EUR" } } ] }
# resources every OIPP portal exposes
GET /oipp/.well-known/oipp          # discovery, JWKS
GET /oipp/v1/accounts               # commitments on this portal
GET /oipp/v1/documents              # metadata, filters
GET /oipp/v1/documents/{id}/content
GET /oipp/v1/capital-calls          # ILPA capital call template
GET /oipp/v1/distributions          # ILPA distribution template
GET /oipp/v1/capital-account-statements
GET /oipp/v1/notifications?cursor=  # change feed

# the same, as MCP tools
list_accounts · list_documents · get_document
list_capital_calls · list_distributions
list_capital_account_statements · list_notifications

Managed Portal Vaults

The unified interface, with nothing to run

For investors and family offices who want the outcome and not the infrastructure. We operate a dedicated vault for your portal keys and second factors, and deliver your documents, capital calls and statements to wherever you work.

About Managed Vaults
  • Dedicated vault per client, keys non-exportable
  • Second-factor logins handled for you
  • Delivery to SFTP, SharePoint, email or API
  • Named operations contact, full audit log

63 portals · Open data · CC0

Investor Portal Registry

PortalVendorCategoryAPIMCPSFTPDifficulty
+SUBSCRIBESubscribe Technologies, Inc.marketplace partner-onlynoneunknown3 / 5Visit
Addepar Client PortalAddepar, Inc.reporting-platform availablebetaunknown3 / 5Visit
AllocateAllocate Management Company, LLCmarketplace unknownpartner-onlyunknown4 / 5Visit
Allvue Investor PortalAllvue Systemslp-portal partner-onlyunknownunknown4 / 5Visit
Alter Domus CorProAlter Domusfund-admin-portal partner-onlyunknownunknown4 / 5Visit
Alto (Alto IRA)Alto Solutions, Inc.marketplace partner-onlynoneunknown4 / 5Visit
Altvia ShareSecureAltvialp-portal unknownpartner-onlyunknown4 / 5Visit
AngelList (Venture)AngelList Advisors, LLC / AL Venture Serviceslp-portal plannedavailablenone3 / 5Visit
Ansarada Data RoomAnsaradadata-room unknownpartner-onlyunknown4 / 5Visit
ArchArch Labs, Inc.reporting-platform availablenonepartner-only2 / 5Visit
Backstop Client PortalION Analytics (Backstop Solutions)lp-portal partner-onlyunknownunknown4 / 5Visit
Brainloop Secure DataroomBrainloop GmbHdata-room unknownunknownunknown4 / 5Visit
bunchbunch capital GmbHlp-portal nonenoneunknown4 / 5Visit
CAISCapital Integration Systems LLC (CAIS)marketplace partner-onlybetaunknown4 / 5Visit
CapInteract LP InteractCapInteractlp-portal unknownunknownunknown4 / 5Visit
Carta LP PortalCartalp-portal partner-onlyavailablepartner-only3 / 5Visit
Cash Flow PortalCash Flow Portallp-portal unknownpartner-onlyunknown4 / 5Visit
Chronograph LPChronographreporting-platform partner-onlyavailableunknown2 / 5Visit
CitcoOneCitcofund-admin-portal unknownunknownunknown4 / 5Visit
CSC ViewPointCSCfund-admin-portal unknownunknownunknown4 / 5Visit
Datasite DiligenceDatasitedata-room availablepartner-onlyunknown3 / 5Visit
Digify Data RoomDigifydata-room availableunknownunknown4 / 5Visit
Drooms Virtual Data RoomDroomsdata-room unknownunknownunknown4 / 5Visit
Dropbox DocSend Spaces (data rooms)Dropboxdata-room unknownbetaunknown4 / 5Visit
Dynamo Investor PortalDynamo Softwarelp-portal partner-onlyunknownunknown4 / 5Visit
eFront Investment CaféBlackRock eFrontlp-portal partner-onlyunknownunknown4 / 5Visit
Finventions Investment PortalFinventionsfund-admin-portal nonenoneunknown4 / 5Visit
Firmex Virtual Data RoomFirmexdata-room unknownunknownunknown4 / 5Visit
FIS Digital Data ExchangeFISlp-portal partner-onlyunknownunknown4 / 5Visit
Flow Investor PortalFlow (an Apex Group company)lp-portal partner-onlyunknownunknown3 / 5Visit
FundPanel Investor Portal (Aduro Advisors)Aduro Advisorsfund-admin-portal unknownunknownunknown4 / 5Visit
Fundrbird Investor PortalFundrbirdlp-portal partner-onlyunknownunknown4 / 5Visit
Gen II Sensr PortalGen II Fund Servicesfund-admin-portal unknownunknownunknown4 / 5Visit
GojiGoji Investmentsother unknownunknownunknown4 / 5Visit
iCapitalInstitutional Capital Network, Inc. (iCapital)marketplace partner-onlynoneunknown4 / 5Visit
Ideals Virtual Data RoomIdealsdata-room partner-onlyavailableunknown3 / 5Visit
Intralinks VDRProSS&C Intralinksdata-room partner-onlyunknownunknown4 / 5Visit
InvestorFlow Investor PortalInvestorFlowlp-portal unknownunknownunknown4 / 5Visit
IQ-EQ CosmosIQ-EQfund-admin-portal unknownunknownunknown3 / 5Visit
Juniper Square Investor PortalJuniper Squarelp-portal partner-onlybetapartner-only4 / 5Visit
LIQIDLIQID Investments GmbHmarketplace nonenonenone4 / 5Visit
MoonfareMoonfare GmbHmarketplace partner-onlynoneunknown4 / 5Visit
MSCI Private i (Burgiss)MSCIreporting-platform partner-onlyunknownunknown3 / 5Visit
NAONAO Co-Investment GmbHmarketplace nonenonenone4 / 5Visit
netfiles Datenraumnetfilesdata-room unknownunknownunknown4 / 5Visit
OdinOdin (Join Odin Ltd)lp-portal unknownnoneunknown4 / 5Visit
PapermarkPapermarkdata-room availableavailablenone2 / 5Visit
PrivatizePrivatize Group GmbHmarketplace unknownnoneunknown4 / 5Visit
Quantium Investor PortalQuantium Technologylp-portal partner-onlyunknownunknown4 / 5Visit
RepublicOpenDeal Inc. (Republic)marketplace nonenonenone4 / 5Visit
RoundtableRoundtable (Roundtable SRL)lp-portal unknownnoneunknown4 / 5Visit
S&P Global iLEVELS&P Global Market Intelligencereporting-platform partner-onlypartner-onlyunknown4 / 5Visit
SecuritizeSecuritize, Inc.marketplace availableavailableunknown3 / 5Visit
SmartRoom Virtual Data RoomSmartRoomdata-room unknownunknownunknown4 / 5Visit
SS&C Intralinks FundCentreSS&C Intralinkslp-portal partner-onlyunknownunknown4 / 5Visit
SS&C Investor Services Portal (GlobeOp)SS&C Technologiesfund-admin-portal unknownunknownunknown4 / 5Visit
SydecarSydecar, Inc.lp-portal unknownnoneunknown4 / 5Visit
TitanbayTitanbay Ltd / Titanbay Ireland Limitedmarketplace partner-onlynoneunknown4 / 5Visit
Universal Investment PowerPortalUniversal Investmentfund-admin-portal unknownnoneunknown4 / 5Visit
Vauban (Carta Fund Administration, UK/EU)Carta (eShares, Inc.)lp-portal partner-onlyavailableunknown3 / 5Visit
Vistra VFundsVistrafund-admin-portal unknownunknownunknown5 / 5Visit
Yardi Investment ManagerYardi Systemslp-portal unknownunknownunknown4 / 5Visit
Yieldstreet (Willow Wealth)YieldStreet Inc.marketplace nonenonenone4 / 5Visit

Difficulty is how hard it is to reach documents programmatically today, 1 easy to 5 hard, from community research. Status values: available documented and self-serve · partner-only needs an agreement · none confirmed absent · unknown not checked yet. Entries are community-maintained and CC0. Vendors correct their entry by pull request.

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