Investment Manager Software — Custom CRE Investor Portals, Built in North County San Diego
I'm PJ, a solo tech consultant in Encinitas. If you're an Investment Manager running CRE deals and your investor portal is held together with spreadsheets, PDFs, and a DocuSign account — I build the thing that replaces all of that.
Quick answer for Investment Managers:
- Yes, I build custom investor portals — not Juniper Square, not Appfolio, yours
- K-1 distribution, capital calls, waterfall modeling, document vault — all in one login
- Typical build: 6–10 weeks. Typical cost: less than a year of off-the-shelf SaaS
- You own the code. No per-investor seat fees. No forced upgrades
What Investment Managers actually ask me
Can you replace our Juniper Square subscription?
Usually yes. I rebuild the 20% of features you actually use and kill the $30K–$80K/year line item. Payback is typically under 18 months.
How do you handle K-1s and tax docs at scale?
Automated generation, per-investor access, audit trail. I integrate directly with your CPA's output or pull from your fund admin.
What about capital calls and distributions?
ACH via Plaid or Dwolla, automatic notices, investor-by-investor status dashboard, reconciliation to your accounting system.
Can investors self-serve reporting?
Yes — quarterly statements, IRR, MOIC, commitment vs. called, all on demand. You stop being the help desk.
What about SOC 2 and security?
Hosted on AWS or GCP, encryption at rest and in transit, audit logs. For firms that need full SOC 2, I'll build to the controls and point you at the auditor.
Do you do ongoing support or just build and bounce?
Both options. Most clients keep me on a small monthly retainer for changes and new features. No surprise invoices.
Advice worth the read
Don't buy the platform. Buy the outcome.
SaaS vendors sell 400 features. You use 12. Map what your investors actually touch in a month, then build only that.
Start with the distribution workflow
It's the highest-trust, highest-liability moment. If distributions are clean and transparent, investors forgive a lot of other rough edges.
Your investors don't want an app
They want a clean statement, a clear wire confirmation, and their docs findable in under 10 seconds. Keep the UI boring.
Own your investor data
If your portal vendor goes dark or gets acquired, what happens to your 300 LP relationships? Export isn't enough — ownership is.
Integrate, don't duplicate
Your fund admin, CPA, and bank already have the data. A good portal pulls from them, it doesn't become a third source of truth.
Pilot with one fund first
Don't migrate the whole platform. Pick your newest fund, run it clean for a quarter, then roll backward. Lower risk, faster signal.
Straight from PJ
I've built portals for GPs managing $50M up through multi-fund shops. I work solo, I bill honestly, and I'll tell you in one text if I'm the wrong guy for your project. No sales team, no decks, no "discovery call" theater.
Connect on LinkedInText me what you're stuck on
Investor portal migration, custom build, or just a second opinion on a vendor quote. I'll tell you straight.
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