Investor reporting
Keep your investors informed without rebuilding every update
White Glove REI gives operators who work with private investors a professional place to report: private, invite-only deal views, documents and budgets in one place, and offerings you author and manage yourself.
For operators who work with private investors
As you take on more investors, the communication gets harder, not easier — a group text here, a slide deck there, a document emailed to whoever asked. Investors want to know what's happening with their capital, and you want a professional system that shows them without you rebuilding an update every month. That's what reporting software is for.
Your operation should create confidence through visibility — not through constant manual communication. Give each investor a professional, current view of exactly what they're part of.
What the software does
Private, invite-only investor access
You control exactly who can see each deal. An investor sees only the deals you've granted them — never your other deals, never each other's information.
Live, read-only deal views
Pipeline status, line-item budgets, photos, documents, and notes update in real time. Investors read the current state instead of waiting for the next email.
Documents, budgets, photos, and notes in one place
Everything an investor needs to understand a deal lives together and stays current, with document opens recorded so you have a clean distribution record.
Fund offerings you author and control
Build your own offering: its waterfall, its disclosures, its eligibility questions, and its documents — all authored by you, under your own terms. White Glove REI hosts the software; it is not a party to your offering.
Updates that reach everyone at once
Post an update to a deal and every invited investor sees it. One place to communicate, one record of what was said and when.
You stay merchant of record
Commitments settle into your own connected account at a 0% platform fee — you remain the merchant of record for your own offering. White Glove REI never holds your investors' capital.
How it works
- Set up your offering or deal — Author your terms, disclosures, eligibility, and documents, or publish an individual deal — under your own name, on your own account.
- Invite your investors — Grant access to exactly the people you choose. Each sees only what you've shared with them, in a live read-only view.
- Report by keeping it current — Update the pipeline, budgets, photos, and documents; post an update. Confidence comes from what they can see, not from another email thread.
When you’ll reach for it
Reporting deal by deal
You bring private investors into individual deals and need each one to see that deal's status, budget, and documents — and nothing else.
Running a fund offering
You manage a pooled offering and need a back office for its waterfall, disclosures, eligibility, commitments, and reporting — all under your own terms.
Replacing the monthly deck
You're rebuilding an update every month. Give investors a current view instead, and spend the time on the deal.
Common questions
What is real estate investor reporting software?
It's software that gives an operator a professional way to keep private investors informed — private deal views, documents, budgets, photos, and updates in one place — instead of assembling manual updates. White Glove REI provides the reporting and back-office tools; you author and manage your own offerings and investor relationships.
Can investors see each other's information?
No. Access is invite-only and per-deal: each investor sees only the deals you've granted them and only their own information. Nothing is shared across investors by default.
Who controls the offering's terms and disclosures?
You do. The member running the offering authors its terms, disclosures, and eligibility requirements. White Glove REI is neutral software and is not a party to any offering.
Does White Glove REI raise capital or find investors for me?
No. White Glove REI is a software-as-a-service company. It provides operational and reporting tools; it does not raise capital, solicit or introduce investors, or provide securities, brokerage, or investment advice. You manage your own investor relationships.
How does investor capital get collected?
Commitments settle into your own connected payment account at a 0% platform fee, so you remain the merchant of record for your own offering. White Glove REI never holds your investors' funds.
White Glove REI provides configurable software and workflow tools. Members create and manage their own offerings, disclosures, eligibility rules, and investor relationships. White Glove REI is a software-as-a-service company; it is not a party to any offering and does not raise capital, solicit investors, or provide securities, real estate brokerage, or financial investment advisory services.
Asset management · Portfolio tracking · Capital Partner plan · For operators
White Glove REI Ltd. is a software company. We do not provide real estate brokerage or financial investment advisory services, and we are not a party to any transaction our members conduct. Members operate their own businesses, deals, and offerings under their own names and terms.
Fund offerings hosted on the platform are created, offered, and managed solely by the member operating them, under that offering's own terms, disclosures, and eligibility requirements. Investing carries risk, including possible loss of principal. This page is informational and is not an offer to sell, or a solicitation of an offer to buy, any security.
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