# OpenInvestorPortal > OpenInvestorPortal is an open registry and peer-to-peer protocol for investor portal access. The registry has one record per investor portal (63 today: LP portals, fund administrator portals, data rooms and reporting platforms) describing how limited partners, fund administrators and their AI agents can reach documents and data: web login, API, MCP server, SFTP, webhooks, export formats, terms on automation, and an access difficulty rating from 1 to 5. Data is CC0, code is MIT. Entries are community research from public vendor documentation and are mostly unverified. Status values: available (documented and self-serve), beta, partner-only (needs a commercial agreement), planned, none (confirmed absent), unknown (not checked yet). Difficulty runs from 1 (documented self-serve API an investor can use) to 5 (web login only with MFA, view only). The registry is not affiliated with any listed vendor. Registry last updated 2026-11-07. ## Key pages - [Home](https://openinvestorportal.com/): what the registry and the protocol (OIPP) are, and the registry table - [Investor portal registry](https://openinvestorportal.com/portals/): every portal with its access channels - [Comparisons](https://openinvestorportal.com/compare/): side-by-side comparisons of investor portals - [Guides](https://openinvestorportal.com/guides/): guides for investor operations teams and portal operators - [Fund administrators](https://openinvestorportal.com/administrators/): administrators and the portals they run - [Badges](https://openinvestorportal.com/badge/): embeddable registry badges for portal operators - [Managed Portal Vaults](https://openinvestorportal.com/vaults/): optional paid service that holds portal keys and delivers documents ## JSON data (static files, CC0) - [Portal summaries](https://openinvestorportal.com/v1/portals.json): every portal with id, name, vendor, category, api, mcp, sftp, oipp, difficulty, verification, updated - [One portal](https://openinvestorportal.com/v1/portals/datasite.json): full registry entry plus known deployments, at /v1/portals/{id}.json - [Deployments](https://openinvestorportal.com/v1/deployments.json): funds and operators known to run each portal product - [Portal entry JSON Schema](https://openinvestorportal.com/schema/portal.schema.json): the schema every registry entry follows - The filterable REST API and the MCP endpoint (tools search_portals and get_portal) run on the Node server in the source repository: npm start ## Guides - [How to choose an investor portal: requirements checklist](https://openinvestorportal.com/guides/how-to-choose-an-investor-portal/): A neutral checklist for GPs and fund administrators choosing investor portal software: LP experience, capital calls, security, ILPA templates and API access. - [Investor portal APIs and MCP servers: what LPs can use](https://openinvestorportal.com/guides/investor-portals-with-api-and-mcp/): Which investor portals offer an API, MCP server or SFTP feed, and whether an LP can use it or it is GP-side only. Tables generated from the open registry. - [Automate capital call notices: an LP operations guide](https://openinvestorportal.com/guides/automate-capital-call-notices/): How LP teams can automate capital call notices and statements across investor portals: APIs, GP delivery, email parsing and terms-aware automation. - [Canoe Intelligence alternatives: LP document collection](https://openinvestorportal.com/guides/canoe-alternatives/): Canoe Intelligence is now part of Bloomberg. A neutral guide to LP document collection options: collection services, AI extraction, in-house and open protocols. - [Virtual data room comparison: API, MCP and LP access](https://openinvestorportal.com/guides/data-rooms-compared/): Virtual data room comparison for fund managers and LPs: permissions, watermarking, NDA gating, API, MCP servers, webhooks, exports and open source options. - [eFront investor portal API: partner-only access explained](https://openinvestorportal.com/guides/partner-only-portal-access-explained/): What a partner-only API status means for an LP, using eFront as the example, and the practical ways to get capital call notices without a vendor contract. ## Portal categories - [LP portals: API, MCP and document access compared](https://openinvestorportal.com/portals/category/lp-portal/): 22 lp portals compared on investor access: 12 with an API, 6 with an MCP server, SFTP and difficulty ratings, from the open registry. - [Fund admin portals: API, MCP and document access compared](https://openinvestorportal.com/portals/category/fund-admin-portal/): 10 fund administrator portals compared on investor access: 1 with an API, 0 with an MCP server, SFTP and difficulty ratings, from the open registry. - [Data rooms: API, MCP and document access compared](https://openinvestorportal.com/portals/category/data-room/): 12 data rooms compared on investor access: 5 with an API, 5 with an MCP server, SFTP and difficulty ratings, from the open registry. - [Reporting platforms: API, MCP and document access compared](https://openinvestorportal.com/portals/category/reporting-platform/): 5 investor reporting platforms compared on investor access: 5 with an API, 3 with an MCP server, SFTP and difficulty ratings, from the open registry. - [Investment marketplaces: API, MCP and document access](https://openinvestorportal.com/portals/category/marketplace/): 13 investment platforms and marketplaces compared on investor access: 7 with an API, 3 with an MCP server, SFTP and difficulty ratings, from the open registry. ## Comparisons - [Juniper Square vs Carta: API, MCP and investor access](https://openinvestorportal.com/compare/juniper-square-vs-carta/): Juniper Square vs Carta compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [eFront vs Allvue: API, MCP and investor access compared](https://openinvestorportal.com/compare/efront-investment-cafe-vs-allvue-investor-portal/): eFront vs Allvue compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [eFront vs FIS Data Exchange: API, MCP and investor access](https://openinvestorportal.com/compare/efront-investment-cafe-vs-fis-digital-data-exchange/): eFront vs FIS Data Exchange compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Juniper Square vs Intralinks FundCentre: API and MCP access](https://openinvestorportal.com/compare/juniper-square-vs-intralinks-fundcentre/): Juniper Square vs Intralinks FundCentre compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [eFront vs Intralinks FundCentre: API and investor access](https://openinvestorportal.com/compare/efront-investment-cafe-vs-intralinks-fundcentre/): eFront vs Intralinks FundCentre compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Carta vs AngelList: API, MCP and investor access compared](https://openinvestorportal.com/compare/carta-vs-angellist-venture/): Carta vs AngelList compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [AngelList vs Sydecar: API, MCP and investor access compared](https://openinvestorportal.com/compare/angellist-venture-vs-sydecar/): AngelList vs Sydecar compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Juniper Square vs Cash Flow Portal: API and investor access](https://openinvestorportal.com/compare/juniper-square-vs-cash-flow-portal/): Juniper Square vs Cash Flow Portal compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Dynamo vs Backstop: API, MCP and investor access compared](https://openinvestorportal.com/compare/dynamo-investor-portal-vs-backstop-client-portal/): Dynamo vs Backstop compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Altvia vs InvestorFlow: API, MCP and investor access](https://openinvestorportal.com/compare/altvia-sharesecure-vs-investorflow-investor-portal/): Altvia vs InvestorFlow compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Quantium vs Fundrbird: API, MCP and investor access compared](https://openinvestorportal.com/compare/quantium-vs-fundrbird/): Quantium vs Fundrbird compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Odin vs Roundtable: API, MCP and investor access compared](https://openinvestorportal.com/compare/odin-vs-roundtable/): Odin vs Roundtable compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Universal Investment vs Finventions: API and investor access](https://openinvestorportal.com/compare/universal-investment-powerportal-vs-finventions-investment-portal/): Universal Investment vs Finventions compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Alter Domus CorPro vs IQ-EQ Cosmos: API and investor access](https://openinvestorportal.com/compare/alter-domus-corpro-vs-iq-eq-cosmos/): Alter Domus CorPro vs IQ-EQ Cosmos compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Datasite vs Intralinks: API, MCP and investor access](https://openinvestorportal.com/compare/datasite-vs-intralinks-vdrpro/): Datasite vs Intralinks compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Datasite vs Ideals: API, MCP and investor access compared](https://openinvestorportal.com/compare/datasite-vs-ideals-vdr/): Datasite vs Ideals compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [DocSend vs Papermark: API, MCP and investor access compared](https://openinvestorportal.com/compare/docsend-vs-papermark/): DocSend vs Papermark compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Datasite vs Papermark: API, MCP and investor access compared](https://openinvestorportal.com/compare/datasite-vs-papermark/): Datasite vs Papermark compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [DocSend vs Digify: API, MCP and investor access compared](https://openinvestorportal.com/compare/docsend-vs-digify/): DocSend vs Digify compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Ideals vs Firmex: API, MCP and investor access compared](https://openinvestorportal.com/compare/ideals-vdr-vs-firmex/): Ideals vs Firmex compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [iLEVEL vs Chronograph: API, MCP and investor access compared](https://openinvestorportal.com/compare/sp-global-ilevel-vs-chronograph-lp/): iLEVEL vs Chronograph compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [MSCI Private i vs Chronograph: API, MCP and investor access](https://openinvestorportal.com/compare/msci-private-i-vs-chronograph-lp/): MSCI Private i vs Chronograph compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Addepar vs Arch: API, MCP and investor access compared](https://openinvestorportal.com/compare/addepar-client-portal-vs-arch/): Addepar vs Arch compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [iCapital vs CAIS: API, MCP and investor access compared](https://openinvestorportal.com/compare/icapital-vs-cais/): iCapital vs CAIS compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Moonfare vs Titanbay: API, MCP and investor access compared](https://openinvestorportal.com/compare/moonfare-vs-titanbay/): Moonfare vs Titanbay compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. - [Moonfare vs LIQID: API, MCP and investor access compared](https://openinvestorportal.com/compare/moonfare-vs-liqid/): Moonfare vs LIQID compared from open registry data: API, MCP, SFTP, webhooks, exports, automation terms and investor-side access. ## Portals - [+SUBSCRIBE](https://openinvestorportal.com/portals/subscribe/): Subscribe Technologies, Inc. marketplace. API partner only, MCP not offered, SFTP unknown. Access difficulty 3 of 5. - [Addepar Client Portal](https://openinvestorportal.com/portals/addepar-client-portal/): Addepar, Inc. reporting platform. API available, MCP beta, SFTP unknown. Access difficulty 3 of 5. - [Allocate](https://openinvestorportal.com/portals/allocate/): Allocate Management Company, LLC marketplace. API unknown, MCP partner only, SFTP unknown. Access difficulty 4 of 5. - [Allvue Investor Portal](https://openinvestorportal.com/portals/allvue-investor-portal/): Allvue Systems LP portal. API partner only, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Alter Domus CorPro](https://openinvestorportal.com/portals/alter-domus-corpro/): Alter Domus fund administrator portal. API partner only, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Alto (Alto IRA)](https://openinvestorportal.com/portals/alto/): Alto Solutions, Inc. marketplace. API partner only, MCP not offered, SFTP unknown. Access difficulty 4 of 5. - [Altvia ShareSecure](https://openinvestorportal.com/portals/altvia-sharesecure/): Altvia LP portal. API unknown, MCP partner only, SFTP unknown. Access difficulty 4 of 5. - [AngelList (Venture)](https://openinvestorportal.com/portals/angellist-venture/): AngelList Advisors, LLC / AL Venture Services LP portal. API planned, MCP available, SFTP not offered. Access difficulty 3 of 5. - [Ansarada Data Room](https://openinvestorportal.com/portals/ansarada/): Ansarada data room. API unknown, MCP partner only, SFTP unknown. Access difficulty 4 of 5. - [Arch](https://openinvestorportal.com/portals/arch/): Arch Labs, Inc. reporting platform. API available, MCP not offered, SFTP partner only. Access difficulty 2 of 5. - [Backstop Client Portal](https://openinvestorportal.com/portals/backstop-client-portal/): ION Analytics (Backstop Solutions) LP portal. API partner only, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Brainloop Secure Dataroom](https://openinvestorportal.com/portals/brainloop/): Brainloop GmbH data room. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [bunch](https://openinvestorportal.com/portals/bunch/): bunch capital GmbH LP portal. API not offered, MCP not offered, SFTP unknown. Access difficulty 4 of 5. - [CAIS](https://openinvestorportal.com/portals/cais/): Capital Integration Systems LLC (CAIS) marketplace. API partner only, MCP beta, SFTP unknown. Access difficulty 4 of 5. - [CapInteract LP Interact](https://openinvestorportal.com/portals/capinteract-lp-interact/): CapInteract LP portal. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Carta LP Portal](https://openinvestorportal.com/portals/carta/): Carta LP portal. API partner only, MCP available, SFTP partner only. Access difficulty 3 of 5. - [Cash Flow Portal](https://openinvestorportal.com/portals/cash-flow-portal/): Cash Flow Portal LP portal. API unknown, MCP partner only, SFTP unknown. Access difficulty 4 of 5. - [Chronograph LP](https://openinvestorportal.com/portals/chronograph-lp/): Chronograph reporting platform. API partner only, MCP available, SFTP unknown. Access difficulty 2 of 5. - [CitcoOne](https://openinvestorportal.com/portals/citcoone/): Citco fund administrator portal. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [CSC ViewPoint](https://openinvestorportal.com/portals/csc-viewpoint/): CSC fund administrator portal. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Datasite Diligence](https://openinvestorportal.com/portals/datasite/): Datasite data room. API available, MCP partner only, SFTP unknown. Access difficulty 3 of 5. - [Digify Data Room](https://openinvestorportal.com/portals/digify/): Digify data room. API available, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Drooms Virtual Data Room](https://openinvestorportal.com/portals/drooms/): Drooms data room. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Dropbox DocSend Spaces (data rooms)](https://openinvestorportal.com/portals/docsend/): Dropbox data room. API unknown, MCP beta, SFTP unknown. Access difficulty 4 of 5. - [Dynamo Investor Portal](https://openinvestorportal.com/portals/dynamo-investor-portal/): Dynamo Software LP portal. API partner only, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [eFront Investment Café](https://openinvestorportal.com/portals/efront-investment-cafe/): BlackRock eFront LP portal. API partner only, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Finventions Investment Portal](https://openinvestorportal.com/portals/finventions-investment-portal/): Finventions fund administrator portal. API not offered, MCP not offered, SFTP unknown. Access difficulty 4 of 5. - [Firmex Virtual Data Room](https://openinvestorportal.com/portals/firmex/): Firmex data room. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [FIS Digital Data Exchange](https://openinvestorportal.com/portals/fis-digital-data-exchange/): FIS LP portal. API partner only, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Flow Investor Portal](https://openinvestorportal.com/portals/flow/): Flow (an Apex Group company) LP portal. API partner only, MCP unknown, SFTP unknown. Access difficulty 3 of 5. - [FundPanel Investor Portal (Aduro Advisors)](https://openinvestorportal.com/portals/fundpanel/): Aduro Advisors fund administrator portal. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Fundrbird Investor Portal](https://openinvestorportal.com/portals/fundrbird/): Fundrbird LP portal. API partner only, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Gen II Sensr Portal](https://openinvestorportal.com/portals/gen-ii-sensr-portal/): Gen II Fund Services fund administrator portal. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Goji](https://openinvestorportal.com/portals/goji/): Goji Investments other. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [iCapital](https://openinvestorportal.com/portals/icapital/): Institutional Capital Network, Inc. (iCapital) marketplace. API partner only, MCP not offered, SFTP unknown. Access difficulty 4 of 5. - [Ideals Virtual Data Room](https://openinvestorportal.com/portals/ideals-vdr/): Ideals data room. API partner only, MCP available, SFTP unknown. Access difficulty 3 of 5. - [Intralinks VDRPro](https://openinvestorportal.com/portals/intralinks-vdrpro/): SS&C Intralinks data room. API partner only, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [InvestorFlow Investor Portal](https://openinvestorportal.com/portals/investorflow-investor-portal/): InvestorFlow LP portal. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [IQ-EQ Cosmos](https://openinvestorportal.com/portals/iq-eq-cosmos/): IQ-EQ fund administrator portal. API unknown, MCP unknown, SFTP unknown. Access difficulty 3 of 5. - [Juniper Square Investor Portal](https://openinvestorportal.com/portals/juniper-square/): Juniper Square LP portal. API partner only, MCP beta, SFTP partner only. Access difficulty 4 of 5. - [LIQID](https://openinvestorportal.com/portals/liqid/): LIQID Investments GmbH marketplace. API not offered, MCP not offered, SFTP not offered. Access difficulty 4 of 5. - [Moonfare](https://openinvestorportal.com/portals/moonfare/): Moonfare GmbH marketplace. API partner only, MCP not offered, SFTP unknown. Access difficulty 4 of 5. - [MSCI Private i (Burgiss)](https://openinvestorportal.com/portals/msci-private-i/): MSCI reporting platform. API partner only, MCP unknown, SFTP unknown. Access difficulty 3 of 5. - [NAO](https://openinvestorportal.com/portals/nao/): NAO Co-Investment GmbH marketplace. API not offered, MCP not offered, SFTP not offered. Access difficulty 4 of 5. - [netfiles Datenraum](https://openinvestorportal.com/portals/netfiles/): netfiles data room. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Odin](https://openinvestorportal.com/portals/odin/): Odin (Join Odin Ltd) LP portal. API unknown, MCP not offered, SFTP unknown. Access difficulty 4 of 5. - [Papermark](https://openinvestorportal.com/portals/papermark/): Papermark data room. API available, MCP available, SFTP not offered. Access difficulty 2 of 5. - [Privatize](https://openinvestorportal.com/portals/privatize/): Privatize Group GmbH marketplace. API unknown, MCP not offered, SFTP unknown. Access difficulty 4 of 5. - [Quantium Investor Portal](https://openinvestorportal.com/portals/quantium/): Quantium Technology LP portal. API partner only, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Republic](https://openinvestorportal.com/portals/republic/): OpenDeal Inc. (Republic) marketplace. API not offered, MCP not offered, SFTP not offered. Access difficulty 4 of 5. - [Roundtable](https://openinvestorportal.com/portals/roundtable/): Roundtable (Roundtable SRL) LP portal. API unknown, MCP not offered, SFTP unknown. Access difficulty 4 of 5. - [S&P Global iLEVEL](https://openinvestorportal.com/portals/sp-global-ilevel/): S&P Global Market Intelligence reporting platform. API partner only, MCP partner only, SFTP unknown. Access difficulty 4 of 5. - [Securitize](https://openinvestorportal.com/portals/securitize/): Securitize, Inc. marketplace. API available, MCP available, SFTP unknown. Access difficulty 3 of 5. - [SmartRoom Virtual Data Room](https://openinvestorportal.com/portals/smartroom/): SmartRoom data room. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [SS&C Intralinks FundCentre](https://openinvestorportal.com/portals/intralinks-fundcentre/): SS&C Intralinks LP portal. API partner only, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [SS&C Investor Services Portal (GlobeOp)](https://openinvestorportal.com/portals/ssc-globeop-investor-portal/): SS&C Technologies fund administrator portal. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Sydecar](https://openinvestorportal.com/portals/sydecar/): Sydecar, Inc. LP portal. API unknown, MCP not offered, SFTP unknown. Access difficulty 4 of 5. - [Titanbay](https://openinvestorportal.com/portals/titanbay/): Titanbay Ltd / Titanbay Ireland Limited marketplace. API partner only, MCP not offered, SFTP unknown. Access difficulty 4 of 5. - [Universal Investment PowerPortal](https://openinvestorportal.com/portals/universal-investment-powerportal/): Universal Investment fund administrator portal. API unknown, MCP not offered, SFTP unknown. Access difficulty 4 of 5. - [Vauban (Carta Fund Administration, UK/EU)](https://openinvestorportal.com/portals/vauban-carta/): Carta (eShares, Inc.) LP portal. API partner only, MCP available, SFTP unknown. Access difficulty 3 of 5. - [Vistra VFunds](https://openinvestorportal.com/portals/vistra-vfunds/): Vistra fund administrator portal. API unknown, MCP unknown, SFTP unknown. Access difficulty 5 of 5. - [Yardi Investment Manager](https://openinvestorportal.com/portals/yardi-investment-manager/): Yardi Systems LP portal. API unknown, MCP unknown, SFTP unknown. Access difficulty 4 of 5. - [Yieldstreet (Willow Wealth)](https://openinvestorportal.com/portals/yieldstreet/): YieldStreet Inc. marketplace. API not offered, MCP not offered, SFTP not offered. Access difficulty 4 of 5. ## Optional - [Full registry as Markdown](https://openinvestorportal.com/llms-full.txt): key access facts for every portal in one file - [Sitemap](https://openinvestorportal.com/sitemap.xml): every HTML page