Last update: December 8, 2022
Investor Deal Room

Investor Deal Room

Year Founded: 2018

Investor Deal Room overview

Investor Deal Room (IDR) is software designed for financial institutions to manage fundraisers, clients, and information professionally. The solution is a reliable way to view subscription documents, update entity and contact details, subscribe to offers, and check the accreditation status. And one of the most important purposes is to support every stage of the investment life cycle, including attracting investors, storing documents, and managing distribution.

The company was founded in 2018, headquartered in Texas, USA. But in June 2021, the property management platform provider ResMan acquired the Investor portal. As a result, real estate syndicators get additional opportunities to automate investor subscriptions, increase the transparency of cooperation, and improve reporting.

Software Details
Local Centers
Live Chat
Online Help Center
Personal Manager
Live Training
Live Online
Free Trial
Free Demo
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Investor deal room pricing

There are three tariff plans with different options, technical support, and cost. 

  1. The first package covers up to 100 investors, 3 admins, and 10 projects. It also includes an unlimited number of documents and users. Support is provided by email. The cost is $500/month.
  2. The second tariff allows up to 150 investors, 3 admins, and 15 projects. The number of contacts and the amount of storage is unlimited. Technical support is available by mail and phone. The cost is $750/month.
  3. The Enterprise plan offers an unlimited number of investors, funds, documents, users, and contacts. The technical support team works via phone and email, but a dedicated account manager is also there. The price is available upon request.
security & hosting
Two-Factor Authentications
ISO/IEC 27001:2013 Certified
SOC 1 Certified
Access Expiration
Access Limitation by IP
GDPR Compliant Certified
HIPAA Compliant Certified
99.9% Uptime Guarantee
SSAE 16 Certified
Data Backup
Virus Scanning
Multiple Datacenter Locations
accessibility & ease of use
Search Filter by Name
Search Filter by Content
Filtering by Parameters
Drag & Drop Upload
No Plugins
Scroll-Through Document Viewer
Web-Based Spreadsheets Viewer
Mobile Device Interface
Optical Character Recognition
Automatic Numerical Indexing
Desktop Synchronization
Archives Upload & Extraction
Document Version Control
Multilingual Documents Index
file protection & user management
Granular Document Permissions
View-Only Access
Prevention of Download and Copy
Customizable Document Watermarks
Remote Shredding of Documents
Secure Fence View
Document Access Expiry
256-Bit SSL/TLS Encryption
Data at Rest Encryption
Granular User Permissions
Permission Groups
Mobile Device Management
activity tracking & reporting
Tracking of Document Viewing Time
Tracking of All User Activity
Real-Time Audit Trail
Graphic Reports
Exporting Reports to Excel
Scheduled Reports
collaboration features
Basic Q&A Module
Secure User Messaging
New Document Email Notifications
Files & Folders Notes
Advanced Q&A Module
Custom Domain
Custom Login Page
Custom User Invitation Letter
Custom Workflows and Features
Branded User Interface
Custom Access Agreements
Active Directory Integration
Single Sign-On Integration
Managed Encryption Keys
Integrations Through APIs
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investor deal room principles

The IDR provider considers its product special since they adhere to the following principles:

  • Commitment. The team cares deeply about the client’s capital raising and wealth creation processes. So, regardless of the client organization’s size, they help to bring all ideas to life.
  • Focus on the best. The provider focuses only on those things that the IDR team can do well. After all, as you know, concentration on many different things creates cumbersome and difficult-to-manage software. So, unlike others, Investor Deal Room offers a working platform without frills but with high performance.
  • Honesty from the start. The vendor promises first to evaluate the service suitability for each client and only then start cooperation. So, if the provider thinks the platform does not meet your requirements, they can recommend a more appropriate product for you.

investor deal room advantages

As for practical things, here are the benefits that Investor management software offers:

Centralized storage location

Your team gets a single platform for storing investor documents, distributions, frequently asked questions, updates, and investment details by purchasing the solution.

Investor profile updates

You can allow investors to update contact details, bank account information, etc. You, in turn, just view changes in profiles. In addition, investors can request changes, and you approve them easily in one click.

Raising capital on automatic pilot

Thanks to an intuitive interface, automatic signing of documents, and secure data exchange, you can watch the flow of funds right after sharing the link with investors.

Automated distribution

With the Investor portal solution, users can calculate or upload distributions for a display to investors. In addition, a PDF distribution notice is available.

Data management

When uploading documents, a user makes it visible to all investors or one, and they receive notifications about access to new data. It greatly enhances the level of privacy protection.

Unfortunately, there are no free trial details on the official website, but you may want to request a demo right there.

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