A branded, compliance-ready portal that streamlines investors, payments, and reporting—scalable with add-ons, so fundraising never slows you down.
Dalmore Portal builds on 20 years of broker-dealer expertise with cutting-edge fundraising and funnel management technology. Portal is your capital raise engine, built for compliance, optimized for conversion, and trusted by issuers across every vertical.
Whether you're raising for a startup, fund, or operating a marketplace, Portal helps you raise faster, track deeper, and scale confidently.
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Track the momentum of your raise at a glance. See how much you’ve raised, who is investing, and where leads are in the funnel. Visualize performance with state-by-state investor maps, accreditation breakdowns, and segment offerings.
Host unlimited entities, offerings, and security classes — all within one platform. Dalmore Portal makes it easy to manage multiple issuers and fundraising vehicles in parallel, giving your investors a curated portfolio-style experience with access to a breadth of investment options.
Track every investor from first click to final commitment. Capture leads who begin but don’t complete an investment, and automatically trigger abandoned cart emails to re-engage them. Segment by stage, export targeted lists for outreach, and view detailed investor profiles
Control fund movements securely with permissions-based workflows. Track disbursement history across offerings, set sign-off approval rules, and manage bank accounts or escrow agents with confidence.
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Upload financials, decks, and disclosures once, and they become instantly available to verified investors. No more endless email chains or missing files.
Say goodbye to back-and-forth emails and manual wire instructions. Dalmore Portal eliminates reliance on legal teams and slow investor workflows enabling investors to commit, sign, and fund in under 5 minutes platform.
Your investors are on mobile and your platform is too. With a responsive design and custom domain, they get a seamless experience on any device. Customize the look with your branding using a simple no-code editor, all protected by enterprise-level security.
Let investors add multiple investments to their cart and complete everything in a single, streamlined transaction. Whether it's card, ACH, wire, or check, all payments are encrypted and reconciled in real time.
No more generic email blasts. Share blog posts, announcements, and updates directly through your investor portal. Use rich media like videos and images to keep investors informed and engaged — with content tailored to their specific holdings.
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Stay up to date with the latest trends in capital raising, compliance, and investor relations.
Dalmore Portal powers compliant fundraising while keeping your brand at the center.
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