Secure client portal and virtual data room for professional services, fund managers and fast-growing startups.
No credit card required
Drowning in paperwork and endless email threads? Client onboarding or gathering information shouldn’t feel like herding cats.
How are you sharing confidential information like pitch decks and financials with investors? Ever worried about your IP falling into the wrong hands?
Share private data with a secure digital vault. Automate onboarding and document collection. Protect your company’s IP. Portalstack is an all-in-one platform for sharing and gathering information.
Onboard Clients
Make a good first impression. Create a digital onboarding process to gather essential information when starting a new client engagement.
Client Portal
Offer your clients a unified experience. Provide a self-service collaboration hub where clients can easily interact with your business.
Virtual Data Room
Safeguard your IP while sharing information with external parties such as investors. Ideal for capital raising, due diligence, or investor updates.
Gather Information
Tired of chasing clients for information? For recurring data collection, let Portalstack automate the process and do the heavy lifting for you.
No more back-and-forth “Hey, just following up” emails
No more documents lost in email inbox graveyards
No more wondering if files have been sent to a competitor
I’m generally an anti-mission statement kinda guy (or anything motherhood’y for that matter), but here are my personal goals for founding Portalstack:
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