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



Relationship Management

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

Easy Reporting

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

Investor Portal

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

Fast Onboarding

Hit the ground running with our simple, cloud-based software that is easy to implement.


investment managers


in capital transactions


in AUM
“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


– 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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