Modern Investment Management Software
for Real-Estate Firms

Trusted by the world's
most innovative CRE firms
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All-in-one investment management solution

Built for Real-Estate professionals, by Real-Estate professionals
INVESTOR PORTAL

World-Class Reporting

Provide your investors with a beautiful, modern, and personalized view into their portfolio.
Allow your investors to track their investments, projections, and returns on a single page.
Drill down to the details of each investment. Always keep your investors up to date on the go or from the comfort of their homes.

Erik Loptson
Western Wealth Capital
$2.3 Billion AUM

“We continue to get very positive feedback from our investors about how much they appreciate using the Update Capital platform.”

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INVESTMENT MANAGEMENT

Manage. Collaborate. Automate.

Our software is built specifically for real estate investment firms, so everything is designed around what your firm needs. Take control and automate your internal processes to increase efficiency and reduce error. Manage your contacts, entities, ownership data, distributions, and tax information in a single place for your whole team to access and update.

Distributions
Bulk upload of K-1s
Document management
Email communications
CRM
E-signature
Elizabeth Agbuya
Croatan Investments
$458 Million AUM

“Come distribution time, what used to take us days now takes less than two hours.”

FUNDRAISING AUTOMATION

Raise funds faster with your own portal

Have our powerful marketing automation engine on your side. Update Capital works together with your existing marketing materials and website to make the funding process better. Create instant landing pages and gain insight on prospect interest and engagement.

Start a long-term relationship with your prospects by first providing them with personalized access to past successes and upcoming deals. Let them experience a transparent and modern real estate business.

Raphael Zilberstein
SANDSTONE PROPERTIES
$650 Million AUM

“As we consider new investments and development opportunities, Update Capital is a great tool to evaluate potential investor interest."

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ELECTRONIC SIGNATURE

Close faster with integrated online
subscriptions

Update Capital and DocuSign work beautifully together to make sure you get the signatures you need to get deals done.

With the most advanced integration in the industry, our administrator dashboard provides at-a-glance information about exactly where each document is in the signing process.

Auto-populates fields
Custom fields
Audit Trails & Analytics
Error-Free Documentation
Electronic Signatures
Guided Processes
JESSICA SAKS
JEM HOLDINGS
$1 Billion AUM

“Update Capital has completely professionalized our investors’ user experience”

AUTOMATIC WORKFLOWS

Automate your processes

From getting investors’ attention to getting a deal across the finish line, Actions allow you to create, customize, and automate workflows specially designed to suit your needs.

Regardless of whether you need investors to answer a simple question, or walk through a multi-steps on boarding process, Actions are an easy, flexible way to get work done.

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Connect Update Capital to your favorite apps.

Improve your workflow and boost your productivity by connecting our integrations
VISIT THE INTEGRATION CENTER

Update Capital had a excellent user experience. The portal provided a clean, simple way for investors to access their needed data, statements and documents for multiple investments. That in combination with their competitive pricing put them over the top for us

Erik Loptson
Western Wealth Capital
$2.3 Billion AUM

Talk to a Product Expert

We can show you how to take your investor relations to the next level
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We create products exclusively for the real-estate market.
Join the leading real-estate professionals in the US and Canada.
What are you waiting for?

Redmond, WA office

16541 Redmond Way
Suite 117-C
Redmond, WA 98052
+1 (425) 961-6547

Vancouver, BC office

1687 W. Broadway
Suite 303
Vancouver BC V6J1X2
+1 (604) 757-1570

Trusted by the world's most innovative CRE professionals
- big and small

Made With In Vancouver
Ⓒ 2020 Update Capital, Legal
We create products exclusively for the real-estate market.
Join the leading real-estate professionals in the US and Canada.
What are you waiting for?

Redmond, WA office

16541 Redmond Way
Suite 117-C
Redmond, WA 98052
+1 (425) 961-6547

Vancouver, BC office

1687 W. Broadway
Suite 303
Vancouver BC V6J1X2
+1 (604) 757-1570

Trusted by the world's most innovative CRE professionals
- big and small

Made With In Vancouver
Ⓒ 2020 Update Capital, Legal