Investor portal registry: API, MCP and SFTP access
Every investor portal, fund administrator portal and data room in the OpenInvestorPortal registry, with how an investor can get documents out. 63 entries: 30 offer an API in some form and 17 an MCP server. Difficulty runs from 1 (documented self-serve API) to 5 (web access only with MFA).
"Partner only" means an API exists but needs a commercial agreement, usually for GPs or administrators rather than investors. "Unknown" means nobody has checked yet. Open an entry for its access channels, terms, known deployments and sources. Vendors can correct their entry by pull request or email.
LP portals
22 entries. Compare lp portals.
| Portal | Vendor | API | MCP | SFTP | Difficulty |
|---|---|---|---|---|---|
 Allvue Investor Portal | Allvue Systems | Partner only | Unknown | Unknown | 4 / 5 |
 Altvia ShareSecure | Altvia | Unknown | Partner only | Unknown | 4 / 5 |
 AngelList (Venture) | AngelList Advisors, LLC / AL Venture Services | Planned | Available | Not offered | 3 / 5 |
 Backstop Client Portal | ION Analytics (Backstop Solutions) | Partner only | Unknown | Unknown | 4 / 5 |
 bunch | bunch capital GmbH | Not offered | Not offered | Unknown | 4 / 5 |
 CapInteract LP Interact | CapInteract | Unknown | Unknown | Unknown | 4 / 5 |
 Carta LP Portal | Carta | Partner only | Available | Partner only | 3 / 5 |
 Cash Flow Portal | Cash Flow Portal | Unknown | Partner only | Unknown | 4 / 5 |
 Dynamo Investor Portal | Dynamo Software | Partner only | Unknown | Unknown | 4 / 5 |
 eFront Investment Café | BlackRock eFront | Partner only | Unknown | Unknown | 4 / 5 |
 FIS Digital Data Exchange | FIS | Partner only | Unknown | Unknown | 4 / 5 |
 Flow Investor Portal | Flow (an Apex Group company) | Partner only | Unknown | Unknown | 3 / 5 |
 Fundrbird Investor Portal | Fundrbird | Partner only | Unknown | Unknown | 4 / 5 |
 InvestorFlow Investor Portal | InvestorFlow | Unknown | Unknown | Unknown | 4 / 5 |
 Juniper Square Investor Portal | Juniper Square | Partner only | Beta | Partner only | 4 / 5 |
 Odin | Odin (Join Odin Ltd) | Unknown | Not offered | Unknown | 4 / 5 |
 Quantium Investor Portal | Quantium Technology | Partner only | Unknown | Unknown | 4 / 5 |
 Roundtable | Roundtable (Roundtable SRL) | Unknown | Not offered | Unknown | 4 / 5 |
 SS&C Intralinks FundCentre | SS&C Intralinks | Partner only | Unknown | Unknown | 4 / 5 |
 Sydecar | Sydecar, Inc. | Unknown | Not offered | Unknown | 4 / 5 |
 Vauban (Carta Fund Administration, UK/EU) | Carta (eShares, Inc.) | Partner only | Available | Unknown | 3 / 5 |
 Yardi Investment Manager | Yardi Systems | Unknown | Unknown | Unknown | 4 / 5 |
Fund administrator portals
10 entries. Compare fund administrator portals.
| Portal | Vendor | API | MCP | SFTP | Difficulty |
|---|---|---|---|---|---|
 Alter Domus CorPro | Alter Domus | Partner only | Unknown | Unknown | 4 / 5 |
| CCitcoOne | Citco | Unknown | Unknown | Unknown | 4 / 5 |
 CSC ViewPoint | CSC | Unknown | Unknown | Unknown | 4 / 5 |
 Finventions Investment Portal | Finventions | Not offered | Not offered | Unknown | 4 / 5 |
 FundPanel Investor Portal (Aduro Advisors) | Aduro Advisors | Unknown | Unknown | Unknown | 4 / 5 |
 Gen II Sensr Portal | Gen II Fund Services | Unknown | Unknown | Unknown | 4 / 5 |
 IQ-EQ Cosmos | IQ-EQ | Unknown | Unknown | Unknown | 3 / 5 |
 SS&C Investor Services Portal (GlobeOp) | SS&C Technologies | Unknown | Unknown | Unknown | 4 / 5 |
 Universal Investment PowerPortal | Universal Investment | Unknown | Not offered | Unknown | 4 / 5 |
 Vistra VFunds | Vistra | Unknown | Unknown | Unknown | 5 / 5 |
Data rooms
12 entries. Compare data rooms.
| Portal | Vendor | API | MCP | SFTP | Difficulty |
|---|---|---|---|---|---|
 Ansarada Data Room | Ansarada | Unknown | Partner only | Unknown | 4 / 5 |
 Brainloop Secure Dataroom | Brainloop GmbH | Unknown | Unknown | Unknown | 4 / 5 |
| DDatasite Diligence | Datasite | Available | Partner only | Unknown | 3 / 5 |
 Digify Data Room | Digify | Available | Unknown | Unknown | 4 / 5 |
 Drooms Virtual Data Room | Drooms | Unknown | Unknown | Unknown | 4 / 5 |
 Dropbox DocSend Spaces (data rooms) | Dropbox | Unknown | Beta | Unknown | 4 / 5 |
 Firmex Virtual Data Room | Firmex | Unknown | Unknown | Unknown | 4 / 5 |
 Ideals Virtual Data Room | Ideals | Partner only | Available | Unknown | 3 / 5 |
 Intralinks VDRPro | SS&C Intralinks | Partner only | Unknown | Unknown | 4 / 5 |
 netfiles Datenraum | netfiles | Unknown | Unknown | Unknown | 4 / 5 |
 Papermark | Papermark | Available | Available | Not offered | 2 / 5 |
 SmartRoom Virtual Data Room | SmartRoom | Unknown | Unknown | Unknown | 4 / 5 |
Investor reporting platforms
5 entries. Compare investor reporting platforms.
| Portal | Vendor | API | MCP | SFTP | Difficulty |
|---|---|---|---|---|---|
 Addepar Client Portal | Addepar, Inc. | Available | Beta | Unknown | 3 / 5 |
 Arch | Arch Labs, Inc. | Available | Not offered | Partner only | 2 / 5 |
| CChronograph LP | Chronograph | Partner only | Available | Unknown | 2 / 5 |
 MSCI Private i (Burgiss) | MSCI | Partner only | Unknown | Unknown | 3 / 5 |
 S&P Global iLEVEL | S&P Global Market Intelligence | Partner only | Partner only | Unknown | 4 / 5 |
Investment platforms and marketplaces
13 entries. Compare investment platforms and marketplaces.
| Portal | Vendor | API | MCP | SFTP | Difficulty |
|---|---|---|---|---|---|
 +SUBSCRIBE | Subscribe Technologies, Inc. | Partner only | Not offered | Unknown | 3 / 5 |
 Allocate | Allocate Management Company, LLC | Unknown | Partner only | Unknown | 4 / 5 |
 Alto (Alto IRA) | Alto Solutions, Inc. | Partner only | Not offered | Unknown | 4 / 5 |
 CAIS | Capital Integration Systems LLC (CAIS) | Partner only | Beta | Unknown | 4 / 5 |
 iCapital | Institutional Capital Network, Inc. (iCapital) | Partner only | Not offered | Unknown | 4 / 5 |
 LIQID | LIQID Investments GmbH | Not offered | Not offered | Not offered | 4 / 5 |
 Moonfare | Moonfare GmbH | Partner only | Not offered | Unknown | 4 / 5 |
 NAO | NAO Co-Investment GmbH | Not offered | Not offered | Not offered | 4 / 5 |
 Privatize | Privatize Group GmbH | Unknown | Not offered | Unknown | 4 / 5 |
 Republic | OpenDeal Inc. (Republic) | Not offered | Not offered | Not offered | 4 / 5 |
 Securitize | Securitize, Inc. | Available | Available | Unknown | 3 / 5 |
 Titanbay | Titanbay Ltd / Titanbay Ireland Limited | Partner only | Not offered | Unknown | 4 / 5 |
 Yieldstreet (Willow Wealth) | YieldStreet Inc. | Not offered | Not offered | Not offered | 4 / 5 |
Other investor platforms
1 entry.
| Portal | Vendor | API | MCP | SFTP | Difficulty |
|---|---|---|---|---|---|
 Goji | Goji Investments | Unknown | Unknown | Unknown | 4 / 5 |