Level up your investor experience with Groundbreaker

Faster syndication,
better relationships

Accelerate your business with a custom investor portal and reporting tool designed for real estate investment firms

150+

investment managers

$2B

in capital transactions

$10B

in AUM

Core
features

01

Relationship Management

Get the most out of every relationship with a platform designed for real estate investors.
02

Easy Reporting

Save time with automated accounting, transaction management, investment reports, and super fast K1s.
03

Investor Portal

Elevate your LP user experience with a customized self-serve portal for investors.
04

Fast Onboarding

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.”
Sandy MacDougall
— 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.
David Horwitch
— 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

Investor portal

– 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

Fundraising automation

– 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

CRM

– Create a unified repository of all prospective investors
– Schedule and track investor outreach
– View investor accounting data in one place

Go further, faster with Groundbreaker

See what’s possible.
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