Investor relations without the spreadsheet shuffle
Manage your investor universe, capital calls, distributions, and reporting from a single workspace — purpose-built for CRE sponsors and syndicators.
- Investor pipeline from prospect to commitment
- Capital call workflows with automatic distribution tracking
- JV waterfall calculations tied to your proforma
- Secure password-protected investor sharing
Run your investor program end-to-end
Investor pipeline
Track prospects, commitments, and active investors with deal-by-deal allocation history.
Capital calls
Issue calls, track responses, and reconcile receipts. Sync to entity ledgers automatically.
Distributions
Generate distribution schedules from your JV waterfall. Per-investor statements ready for download.
K-1 & document hub
Centralize K-1s, PPMs, subscription docs, and quarterly reports in a per-investor portal.
Secure sharing
Password-protected, expiring share links for sensitive investor materials. No portal logins required.
LP reporting
Branded quarterly reports with portfolio-level performance metrics and exit projections.
Frequently Asked Questions
Does this replace Juniper Square or AppFolio Investor Management?
It's a more integrated alternative for sponsors who want underwriting, deal pipeline, and investor relations in one platform — without the per-LP licensing model.
Can investors log in directly?
External sharing uses password-protected, expiring links rather than per-investor portal accounts. This keeps the LP experience simple and avoids login friction.
How do JV waterfalls connect to distributions?
Waterfalls modeled in NexProforma generate per-investor distribution schedules automatically when you mark a payout as confirmed.
Ready to see Investor Relations in action?
Start a free trial — no credit card required. Founding Member pricing locks in $299/mo for life.