INVESTOR PORTAL SOFTWARE

Give Your Investors
More Than a Portal

Your investors deserve more than just a login. A secure investor portal for private companies to centralize ownership information, documents, communications, and updates.

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Shareholder management software consolidating spreadsheets, shareholder records, distributions, and communications into one secure Nth Round platform
INVESTOR RELATIONSHIPS GET COMPLEX

Investor relationships shouldn’t run through an inbox.

As ownership grows, investors need more than periodic emails and scattered documents. They need a reliable place to understand their ownership, access information, participate in decisions, and stay connected to their investment.
stacked documents
Scattered investor information
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Limited ownership
visibility
envelope depicting communication
Disconnected communications
Arrows showing transfer of ownership
Repetitive investor
requests
IS YOUR PROCESS KEEPING UP?

See How Your Ownership Operations Stack Up

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Assess how your organization manages ownership, governance, shareholder administration, and the processes that become more complex as you grow.
Take the Assessment →
A MODERN INVESTOR EXPERIENCE
A MODERN PLATFORM FOR OWNERSHIP 
OPERATIONS

Give investors one place to understand their investment

Bring ownership information, activity, documents, voting, and liquidity opportunities together in one secure investor portal.
A man wearing glasses and a dark sweater holds a tablet, surrounded by circular icons labeled My Ownership, Investment Activity, Distributions, Buy/Sell, Proxy Voting, and Documents, representing features of an investor portal.

Shareholder Records

Maintain a single source of truth for your cap table, shareholders, equity awards, and ownership history.
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Real-time cap table
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Complete ownership history
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Audit-ready records
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Eliminate spreadsheet risk
Shareholders table listing 18 users with columns Name, Classes, Shares, Ownership, and Tags; users like Alexander Reed, Amelia Grant, Benjamin Carter, Birchwood Family Trust, Cedar Grove Partners, Daniel Lawson each with Class C shares, number of shares, ownership percentage, and tags such as Founder, Employee, Executive, Family Trust, Institutional Investor; totals show 621,625 shares outstanding and approved, and 0 shares committed; options to add new user, send email, export cap table, view historic cap table, and show treemap.

Distributions & Transactions

Manage distributions, ownership changes, transfers, and other recurring workflows without relying on spreadsheets or disconnected systems.
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Automate complex workflows
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Track every distribution
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Track all ownership changes
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Keep shareholders informed
Ledger table displaying dividend distribution events with columns for Date, Description, Event Type, Gross Amount, % Posted, and a View link. Entries show three dividend events dated Jun 30, 2026, Mar 30, 2026, and Sep 30, 2025, with gross amounts $150,000, $125,000, and $130,000 respectively, all 100% posted.

Communications & Access

Send updates, agreements, and important documents from one platform. Give shareholders secure, self-serve access to the information they need.
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Targeted, trackable communications
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Secure shareholder portal
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Document sharing and e-signatures
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Keep everyone aligned
Email interface titled 'Send Email' showing message to be sent to 233 recipients including example email addresses. The subject is 'Q2 2026 Update'. The body text starts with a greeting placeholder, mentions sharing the Q2 2026 report, and includes a clickable update link labeled as a private, time-sensitive link. Below are options to include sub addresses and copy observers. A yellow highlighted box reiterates the message will be sent to 233 recipients. Buttons for 'Send Test Email', 'Send Invitations', and a dark blue 'SEND EMAIL' button are visible.

Proxy Voting & Governance

Run shareholder votes and governance processes from one secure platform, making it easier to collect responses, track participation, and maintain a clear record of every decision
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Create and distribute proxy votes
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Track participation and responses
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Keep shareholders informed
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Maintain a complete voting record
2026 Proxy Voting dashboard showing share class C with no close date, 132 of 132 participants, and a toggle switch for totals and voting. Shares signed are 16,488.37 of 470,225.25 total shares, representing 3.51% signed. Two participant rows display voter names Abby Rockefeller and Adele, their last seen dates, account names with emails, green status indicators, shares, voting amounts, and signed times with an option to view details for Abby Rockefeller.

See Ownership Clearly

Give investors a clear view of their ownership position and relevant activity, without requiring them to contact your team every time they need an update.
Give investors visibility into their ownership
Make complex ownership information easier to understand
Keep relevant equity activity and updates accessible
Reduce routine questions about ownership positions
Learn more

Track Investment Activity

Give investors a clear view of the events and transactions that shape their investment, with important activity and historical information available in one place.
Keep investment events and transactions organized
Give investors visibility into relevant activity
Make historical information easier to review
Reduce the back-and-forth when investors need details
Learn more

Access Private Liquidity Opportunities

Give eligible investors a secure way to participate in company-sponsored liquidity opportunities without moving the process into spreadsheets, inboxes, and disconnected systems.
Create structured buy/sell windows for eligible participants
Give investors visibility into available opportunities
Keep transaction activity connected to ownership records
Manage the process within a secure environment
Learn more

Participate in Important Decisions

Give eligible investors a straightforward way to review voting materials and participate in company decisions - all within the same environment they already use to access their ownership information.
Distribute voting materials digitally
Give investors a clear way to participate
Track responses and voting activity
Keep voting records connected to shareholder information
Learn more
BUILT FOR THE DETAILS

Everything Investors Need, In One Place

Give investors secure, self-service access to the information they need while giving your team control over what they can see, access, and update.

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Secure Personal Info

Record SSNs, EINs, DOBs, addresses, and more all in one place without the administrative burden.

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Manage Banking Info

Collect and maintain shareholder payment details for ACH distributions and liquidity events.

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Connected Records

Keep shareholder details, documents, ownership information & activity in one system.

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Control Access

Set permissions that determine what shareholders can view and what they can update themselves.

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Investor Self-Service

Give investors a reliable place to find information without relying on emails or repetitive requests.

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Get Ongoing Support

Work alongside your Nth Round support team to get setup and maintain your platform over time.

BUILT AROUND YOUR TEAM

More than just software

Nth Round is your strategic partner in equity management, seamlessly integrated into your team.

High Performer Best Support Easiest To Do Business With

Impressive functionality, phenomenal client service

“They have transformed the equity experience from both a back-end administrative perspective as well as a front-end experience for our shareholders. We have over 600 shareholders using the product today and our folks love it.”

Eric E.

Vice President, Financial Planning & Analysis

Trusted advisors, tailors product to fit clients needs

“Amazing client onboarding program - the implementation team bared the burden and guided us every step of the way. Rapidly became trusted advisors for our equity management decisions and administration. No other solution included product for small to midsized privately held corporations."

Beth B.

Chief Financial Officer

Great product and excellent support

“The product has streamlined our partner tracking, improved communications, and enhanced security of financial information. Our customer success representatives are extremely helpful and they deliver the best service I have ever experienced from a vendor.”

Joan R.

Chief Financial Officer

An excellent management tool

“Nth Round offers an incredible tool to manage cap tables and communicate with our Limited Partners. We've worked closely with the Nth Round team to extend and improve the capabilities of our portal, and the customer service is unbeatable."

Emma B.

Director

Best way to manage equity and delight investors

“Nth Round team’s quick responsiveness and reliable service sets them apart from other investor portals and equity management software. I love how easily Nth Round can track and manage multiple equity classes and investors on our cap table."

Evan K.

Analyst

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See Your Investor Portal in Action

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See How Nth Round Simplifies the Investor Experience

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Empowering private businesses to streamline equity management, strengthen governance and enhance shareholder communication.

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