Managing Partner Software for CRE Investor Portals — North County San Diego
I'm PJ, solo tech consultant in Encinitas. If you're a Managing Partner running LP capital and you're tired of Juniper Square pricing or DIY spreadsheet chaos, I build the custom investor portal that actually fits how your firm works.
Quick Answer
- What I build: Custom LP portals — K-1 delivery, capital calls, distribution tracking, deal rooms.
- Who it's for: Managing Partners at GP firms $20M–$500M AUM who outgrew spreadsheets but don't want a $40k/yr SaaS bill.
- Timeline: First working version in 2–4 weeks. I don't disappear after launch.
- Cost: Flat-fee builds, no per-investor seat pricing. Most questions get answered in one text.
FAQ — What Managing Partners Actually Ask Me
Why not just use Juniper Square or AppFolio Investment Manager?
You can — they work. But they charge per investor, lock your data, and force your workflow into their template. If you have 40+ LPs, custom-built pays for itself in year one. If you have 10 LPs, Juniper is overkill and I can build you something tighter for a fraction of the cost.
How do you handle K-1 distribution securely?
Encrypted per-investor document vaults, audit logs, 2FA, and direct pull from your CPA's output. LPs log in once, grab their docs, done. No email attachments flying around in March.
Can you integrate with QuickBooks / Yardi / AppFolio?
Yes. I've wired portals to QBO, Yardi, AppFolio Property Manager, and even custom Excel exports. If it has an API or a CSV export, it can talk to your portal.
What about capital calls and distribution waterfalls?
Built to your operating agreement — pref returns, catch-ups, tiered splits. I model it once, the portal calculates every deal after that. No more partner calling you to ask "what's my distribution this quarter?"
Do I own the code?
Yes. Flat-fee build means you own it. I host it for you or hand it over — your call. No vendor lock-in.
What if we grow or add a new fund?
That's what I'm here for. New fund, new entity, new waterfall — text me, we scope it, I build it. Most firms keep me on a light monthly retainer.
Practical Advice for Managing Partners
Don't buy software before mapping your waterfall
Most off-the-shelf portals can't handle custom pref/catch-up/promote structures. Map it on paper first — then shop.
Your LPs judge you by the portal
A clean portal signals institutional-grade ops. A shared Dropbox folder signals you're still a small shop. This matters when you're raising Fund III.
K-1 season is the real stress test
Whatever you build, pressure-test it in March. If your portal can handle 80 LPs downloading K-1s the same week, it'll handle anything.
Audit trails aren't optional anymore
SEC exempt reporting advisers, accredited investor verification, distribution logs — bake this in day one, don't bolt it on.
Mobile matters more than you think
Your LPs check distributions from their phone at dinner. If your portal is desktop-only, you look dated.
Pick a tech partner who answers the phone
The #1 complaint I hear about Juniper/Dealpath/etc.: support tickets that vanish. Solo consultants text back in an hour.
— PJ, SideGuy Solutions
I'm one guy in Encinitas. I build software for CRE sponsors, family offices, and operators who want a real tech partner — not a ticket queue. If you're a Managing Partner sizing up your next portal move, text me and let's talk shop.
Connect on LinkedIn →Tell me what you're stuck on. I'll tell you in one text.
No forms. No discovery-call funnel. Just text.
📱 Text PJ: 858-461-8054