By industry
Investment
Loonis is an investment website builder that builds your site from your own fund overviews, pitch decks or current site, in templates designed by people for finance. Start from your materials or answer a few questions. Loonis adds your strategy, your portfolio and your team, and checks the rules for your country. Edit by chat, publish in minutes.
Your approach, your portfolio companies and your team, with the regulator line in the footer.
What you offer, who you work with and a clear way to book a consultation.
Your product explained in plain words, with the investment checks that apply to you.
Templates
Each template comes with three home page layouts. Want to try another template later? Start a new site with it.
For private investment firms running several strategies, like venture, growth, credit and real assets.
For VC firms, private equity and investment funds. Portfolio pages and investor trust.
For fintech, neobanks and digital financial platforms.
Pages
Loonis suggests your pages from your current site and your firm, starting with these:
Missing one? We mark it "Recommended" and help you add it. Have a page we don't, like an insights page? We build it from the template's own sections.
Your page plan
5 pages
Add a page
How you start
Pick your industry and a template. The editor opens, and you choose how to start:
Loonis builds the site from your content. Then edit by chat, by hand or with the panels, and publish on name.loonis.app or your own domain.
Checked before you publish
Last updated Nov 2026
| Check | Where it applies | What we do |
|---|---|---|
| Regulatory status |
By regulator: FCA (UK), SEC or FINRA (US), BaFin (Germany), AMF (France), CSSF (Luxembourg) | Ask for your regulator and reference number and add them to your footer. If you're not regulated, you confirm it, and the site doesn't suggest you are. |
| Risk warning |
When the site talks about investments, returns or funds | Add a risk warning near those sections and in the footer: "The value of investments can go down as well as up, and you may get back less than you invest." |
| Past performance warning |
When a page shows returns, performance figures or charts | Add: "Past performance is not a reliable indicator of future results." |
| Not personal advice |
When the site has articles or insights | Add: "This content is for information only and is not personal financial advice." |
Some products have set warning wording in some countries, for example the UK. Check the final wording with your compliance adviser.
We also write the way investment sites should:
We never promise or suggest returns, and never call an investment "safe" or "risk-free".
Any performance figure shows its period and date.
Texts we suggest are a starting point, not legal advice.
If your site needs one of these facts and we couldn't find it in your materials, it is marked on the page and listed on your Launch checklist:
We use the photos from your website and files. AI images are only for mood and background spots, never presented as your team, your offices or your portfolio companies, and they never contain charts or numbers. Team and portfolio photos and logos are always yours to add.
These are not photos of your team.
At least a home page, an approach or about page, a portfolio page, a team page and a contact page. Your footer should show your regulator and reference number, or nothing that suggests regulation if you're not regulated. Pages that discuss investments need a risk warning, and any returns need a past performance warning.
Yes, if it talks about investments, returns or funds. The warning goes near those sections and in the footer, for example: "The value of investments can go down as well as up, and you may get back less than you invest." Some countries set the exact wording for some products, so check it with your compliance adviser.
Yes, if you're regulated. Your regulator and reference number go in the footer, for example the FCA in the UK, the SEC or FINRA in the US or BaFin in Germany. If you're not regulated, Loonis asks you to confirm that, and the site's text won't suggest you are.
Yes, with care. Every performance figure needs its period and date, and the page needs the line "Past performance is not a reliable indicator of future results." Loonis adds that line wherever returns, performance figures or charts appear. Figures we can't find in your materials are marked on the page and listed on your Launch checklist.
No. Loonis does not connect to live data feeds, so prices and performance are not updated automatically. You add figures yourself, by chat or by hand, each with its period and date. Your portfolio is a collection: one page per company or investment, filled from your website or files during the build.
Yes. Paste your current site and Loonis reads your pages, portfolio, team, photos and brand colors. Some blog posts move during the build, and the rest can be imported after. Some sites block automatic reading. If yours does, upload your fund overviews, decks or brand book instead, up to 10 documents and 30 photos, 50 MB in total.
You can build it free. The free plan includes your first site build, 50 AI credits once and one published site on a free loonis.app address, with no card needed. To use your own domain, Pro is $29 a month, billed $87 every 3 months, with 250 AI credits a month and up to 2 of your own AI agents per site. Or stay on Free and add hosting for $15 a month per site. Hand edits never use credits.
Prefer your own tools? Buy any investment template once, $169, and use it in Claude Code, Cursor, Codex, Figma or Webflow.
