Last Update: August 11, 2022
Investor Deal Room
3.42/5.0

Investor Deal Room

3.42/5.0
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
Deployment
Web
Cloud
SaaS
Linux
Android
Windows
iOS
Support
24/7/365
Email&Phone
Local Centers
Live Chat
Online Help Center
Personal Manager
Training
Live Training
Documentation
Webinars
Live Online
In-person
Free Trial
No
Free Demo
Yes
Global Rating
G2

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0/5.0
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Pricing

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.
Features
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
customization
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
Read More

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