Accelerate your business with a custom investor portal and reporting tool designed for real estate investment firms
in capital transactions
Get the most out of every relationship with a platform designed for real estate investors.
Save time with automated accounting, transaction management, investment reports, and super fast K1s.
Elevate your LP user experience with a customized self-serve portal for investors.
Hit the ground running with our simple, cloud-based software that is easy to implement.
“The productivity increase, ability to execute better and provide a better customer experience is a direct result of our partnership with Groundbreaker and their software.”
— President of Mortgage Vintage
“We gave Groundbreaker our K-1s, PPMs, subscriptions, distribution statements and they did the rest to launch in under 4 weeks. It has been a pleasure to work with a team that is professional and knowledgeable in real estate. Our investors are delighted and I’m pleased to recommend Groundbreaker.”
— Attorney & Chicago Real Estate Council President
Investment accounting & reporting
– Track commitments, contributions, and distributions – Calculate capital accounts and investor returns – Manage investor communications and documents
– Provide investors one login to access all their investments – Securely deliver K1s and other sensitive documents – Enable investors to visualize and interact with their investment performance
– Accelerate process with integrated data rooms – Close quickly with online subscriptions and e-signatures – Offer easy ACH funding options to investors
Compliance and security
– Effortlessly track distributions of all materials and email open tracking – Rest easy bank-grade security practices protecting your data – Securely gather and manage sensitive data from investors
– Create a unified repository of all prospective investors – Schedule and track investor outreach – View investor accounting data in one place
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