Modern Investment Management Software for Real-Estate Firms

Trusted by the world's
most innovative CRE firms

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.”
Learn more

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.”
Learn more

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."
Learn more

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”
Learn more

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 onboarding process, Actions are an easy, flexible way to get work done.

Learn more

Connect Update Capital to your favorite apps.

Improve your workflow and boost your productivity by connecting our integrations

Visit the Integration Center

Talk to a Product Expert

We can show you how to take your investor relations to the next level