What can an investor see in the portal?

Exactly what you allow: their own position, their signed documents and your updates. Disclosure is set field by field by the founder, and an investor never sees the rest of the cap table.

How does Grow stop the portal leaking confidential data?

Every portal response passes through one redaction chokepoint governed by an explicit disclosure policy, and no access activates until you have previewed the portal as that named investor and accepted the disclosure set.

Can I give access without creating an account for the investor?

Yes. You can hand an investor a token-scoped private link instead of a full account; the same disclosure policy governs what the link reveals, and it is auditable and revocable.

Where do the numbers in the portal come from?

From your live cap table. Because the portal is part of the same platform, an investor’s position is the real number, not a figure copied into a separate updates tool.

Investor portal

A portal your investors actually log into.

Their position, their documents, your latest update — in one branded place. You decide exactly what each investor sees, down to the field.

See pricing

grow.webel.ai/portal

What it is

Investor portal

Grow’s investor portal is a branded, self-serve space where your investors see their own position, their signed documents and your latest updates. Every field is governed by founder-controlled disclosure policy, so an investor sees exactly what you intend and nothing more — the same cap-table truth, safely scoped to each stakeholder.

Self-serve

Everything an investor asks you for

The stake they hold, the documents they signed, the updates you sent — all in one place they can reach without emailing you. Fewer "can you resend that?" threads, a more professional raise.

Their own position and ownership
Their signed documents and agreements
Your investor updates
Branded to your company

Disclosure control

You decide what each investor sees

Grow governs every portal field through an explicit disclosure policy. Nothing is shared by accident: a portal only activates once you have previewed it as that investor and accepted the disclosure set.

Field-level disclosure policy
Preview as the named investor
Explicit commissioning before any access
One redaction chokepoint for every response

Access

Logged-in or a private link

Give an investor a full account or a token-scoped private link. Either way the same policy decides what they can see, and access is auditable and revocable.

Account or private-link access
Auditable, revocable grants
No access before you commission it
Portfolio view across their holdings

Everything included

Everything in Investor portal.

Branded, self-serve investor portal
Per-investor position and ownership view
Signed documents and agreements, delivered
Founder-controlled, field-level disclosure policy
Preview-as-investor before any access is granted
Logged-in accounts or token-scoped private links
Auditable, revocable access grants

Grow vs Visible.vc

Investor portal, or one more tool.

Standalone update tools send a good newsletter, but the numbers in them are copied over by hand, and they can’t show an investor their own position because they don’t hold your cap table. Grow’s portal is fed by the cap table itself, with disclosure controls on top.

Grow compared with a standalone investor-updates tool
	Grow	A standalone investor-updates tool
Shows each investor their position	Yes, from the live cap table	No — no cap-table data
Source of the numbers	The cap table itself	Manually entered
Disclosure control	Field-level, founder-set	All-or-nothing
Delivers signed documents	Yes	Usually not
Access model	Account or private link, auditable	Email list
Cost & seats	Included, unlimited	Separate subscription

Comparison reflects common setups for this category; specific capabilities and pricing vary by vendor and plan. Visible.vc is a trademark of its respective owner, used here for identification and comparison only.

One platform

Investor portal doesn’t work alone.

Investor portal shares one source of truth with the rest of Grow, so the work compounds instead of scattering across tools. A few places it connects:

Cap table

A world-class cap table, free forever, with unlimited seats. Shares, SAFEs, notes and ownership that updates itself, so the table you show an investor is always right — not last quarter’s spreadsheet.

Explore

Investor CRM

Every investor conversation, in order, with the next step obvious. Email syncs in, updates go out, and the whole raise moves through stages you can see.

Explore

Data room

Store the documents, control who sees them, and know which firm opened the deck twice and which never did. Diligence, without the file-sharing chaos.

Explore

See all features

FAQ

Common questions.

What can an investor see in the portal?: Exactly what you allow: their own position, their signed documents and your updates. Disclosure is set field by field by the founder, and an investor never sees the rest of the cap table.
How does Grow stop the portal leaking confidential data?: Every portal response passes through one redaction chokepoint governed by an explicit disclosure policy, and no access activates until you have previewed the portal as that named investor and accepted the disclosure set.
Can I give access without creating an account for the investor?: Yes. You can hand an investor a token-scoped private link instead of a full account; the same disclosure policy governs what the link reveals, and it is auditable and revocable.
Where do the numbers in the portal come from?: From your live cap table. Because the portal is part of the same platform, an investor’s position is the real number, not a figure copied into a separate updates tool.

The whole platform, free to start.

Investor portal is one part of Grow — the idea-to-IPO fundraising platform. Add your whole team; there are no seat fees.

Explore the platform

Free forever to start. No credit card. No seat fees.