Investor portal

Share reports, documents, and updates with investors in a secure, branded portal. Build it on your own data with Jet Admin — free to start.

Trusted by Some of the World’s Best Product Teams

Reporting your LPs can self-serve

Describe what investors should access and Jet builds the portal. Control visibility per investor and add documents without a support request.
Each Investor Sees Only Their Own Portfolio Data
Row-level access means every investor logs in and sees only their own shares, valuations, distributions, and K-1 documents — even when all investors share the same cap table database. No data leakage, no custom code.
Connect to Your Cap Table or Fund Administration Database
Whether investor data lives in Postgres, a fund admin API, or a custom cap table backend, Jet Admin builds the investor portal on top — no migration to Carta or Juniper Square, always live from your source of truth.
Real-Time Portfolio Valuation and Performance Views
Give investors live access to their portfolio's current valuation, return multiples, and investment history — powered directly by your database, not a quarterly PDF attached to an email.
Document Vault: K-1s, Reports, and Capital Calls per Investor
Store and share K-1 documents, LP reports, and capital call notices with each investor through their portal — scoped to their own records, with audit logging of every document access.
White-Label Investor Portal with Custom Domain
Deploy a fully branded investor portal — your fund's logo, custom domain, and professional design — on all Jet Admin plans. Give LPs an investor experience that reflects the quality of your fund management.

Data sources

Reporting drawn from your own systems

Connect Postgres, MySQL, Google Drive, Amazon S3, DocuSign and 45+ tools. LP reporting and the data room run on live data, permissioned per investor.

Frequently asked questions

What makes Jet different from other internal tool platforms?

Jet runs on your existing data with enterprise-grade governance from day one, and deploys to Jet Cloud, your own cloud, or fully on-premise — with no per-user fees.

Can I build an app with AI features for my end users?

Yes. Add AI agents, search and assistants to your app so your end users can ask questions and take actions in natural language.

What data sources can I connect to my app?

Postgres, MySQL, MongoDB, Snowflake, BigQuery, Google Sheets, Airtable, REST APIs and 45+ more — your app runs on live data with no copies or manual syncs.

Can I build a custom business app without coding?

Yes. Jet is no-code first — describe your app in plain language and refine it visually. Developers can still drop into code when they want full control.

How do I create a business app with Jet?

Connect your data source, describe what you need, and Jet generates the app. Then switch between AI and visual editing to adjust content, logic and access.

What features should a business app have?

The core views and actions your team needs — all of which you can generate from a prompt and refine visually in Jet.

What are the benefits of a custom business app?

A custom business app fits your process exactly instead of forcing you into a rigid SaaS schema — you control the data model, permissions and where it deploys.

What is a business app used for?

It gives your team the exact tool they need for their workflow, built on your existing data instead of a rigid SaaS schema.

What is a business app?

A business app gives your team a purpose-built tool — running on your own data, with the exact views, logic and access your workflows need.