A modern, digital portal for your investors

Baseline helps you unlock investor engagement, leading to capital raising efficiency.

Book a Demo
Fund offering in the investor portal with key facts and an Invest button
Investor overview with portfolio value and performance

Deliver a world class investor experience

Offer your investors exclusive access to a state of the art online portal where they can explore investment opportunities, track their investments and view their performance.

  • Show performance & balances
  • Access and sign documents
  • View and participate in offerings
Investment offerings listed in the investor portal

Raise capital efficiently

Secure capital for loans and funds by creating and publishing offerings in minutes. Then, seamlessly manage investor transactions in the same place.

Feature image

Provide performance visibility

Give investors real-time insights and detailed reporting in user friendly formats. Foster transparency and trust by keeping your investors informed and engaged.

Feature image

Automated statements & documents

Baseline automatically generates investor documents, statements and tax documents from real activity across your platform. No manual prep, no backfills, no surprises at year-end.

A modern, digital portal for your investors | Baseline