Last updated: January 6, 2026

Investor Portal

The investor portal gives your shareholders and members a private, secure way to access investor updates, data room documents, and board meeting materials — without needing a FoundersBoxx account.

How It Works

Each shareholder (for corporations) or member (for LLCs) can be granted portal access with a unique, secure link. They can access what you share without creating an account, or they can claim their profile for a more personalized experience.

Enabling Portal Access

To enable portal access for a shareholder:

  1. Go to Investors → Shareholders (or Members for LLCs)
  2. Click on the shareholder’s name
  3. In the portal section, toggle Enable Portal Access
  4. A unique portal link is generated automatically
  5. Copy the link to share with them

Access Controls

You control exactly what each shareholder can see. Toggle each section independently:

Investor Updates

Access to monthly/quarterly investor updates you’ve published. They’ll see a chronological list and can read each update’s full content.

Data Room

Access to documents you’ve shared in the data room — financials, legal docs, pitch decks, and other materials.

Board Meetings

Access to board meeting agendas, materials, and minutes (if you use FoundersBoxx for board management).

Sharing Options

Copy the unique portal link and send it directly to the shareholder via email, message, or however you communicate. The link is secure and unique to that shareholder.

For recurring access, shareholders can “claim” their portal profile:

  1. Shareholder visits their portal link
  2. They click Claim This Profile
  3. Enter their email address
  4. Receive a magic link via email
  5. Click the link to authenticate

Once claimed, they can return anytime by requesting a new magic link — no password needed.

Portal Experience

For Shareholders

When a shareholder visits their portal, they see:

  • Company name and logo
  • List of investor updates (if enabled)
  • Data room documents (if enabled)
  • Board meeting materials (if enabled)
  • Navigation between updates (previous/next)

The portal uses a clean, focused layout separate from the main FoundersBoxx interface.

Multi-Company Access

If a stakeholder is a shareholder in multiple FoundersBoxx companies, they can switch between them after claiming their profile. Their magic link authenticates them across all companies where they have access.

Managing Access

Viewing Portal Status

On the shareholder detail page, you can see:

  • Whether portal is enabled
  • Which sections they can access
  • When they last accessed the portal
  • Whether they’ve claimed their profile

Revoking Access

To remove portal access:

  1. Go to the shareholder’s detail page
  2. Toggle off Enable Portal Access
  3. Their link immediately stops working

You can re-enable access anytime — they’ll get a new unique link.

If you need to invalidate an existing link:

  1. Disable portal access
  2. Re-enable portal access
  3. A new unique token is generated

The old link will no longer work.

Best Practices

Share updates consistently — Investors appreciate regular communication. Monthly updates keep them engaged without overwhelming.

Control access granularly — Not every investor needs access to everything. Lead investors might get full access, while smaller angels might only see updates.

Use claimed profiles — Encourage investors to claim their profiles for a better experience and easier access.

Keep links secure — Portal links are sensitive. Share them directly with the intended recipient, not in public channels.

Updates in the Portal

When you publish an investor update, shareholders with updates access can immediately view it in their portal. They’ll see:

  • The full update content
  • Financial metrics and highlights
  • Any asks or action items
  • Attached documents

Updates appear in chronological order with the most recent first.

Security

Portal access is secured through:

  • Unique tokens — Each shareholder gets a cryptographically random link
  • Magic link authentication — No passwords to steal or guess
  • Granular permissions — Control exactly what each person can access
  • Audit trail — Track when shareholders access the portal
  • Instant revocation — Remove access immediately when needed

Portal sessions expire after a period of inactivity. Shareholders can request a new magic link to re-authenticate.