Investor Deal Room
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.
- Up to 100 investors
- Up to 10 projects
- Up to 3 portal admins
- Unlimited users
- Unlimited document storage
- Email support
- Up to 150 investors
- Up to 15 projects
- Up to 3 portal admins
- Unlimited contacts
- Unlimited document storage
- Email support
- Phone support
- Unlimited investors
- Unlimited funds
- Unlimited contacts
- Unlimited document storage
- Unlimited Users
- Email Support
- Phone Support
- Dedicated account manager
Investor deal room pricing
There are three tariff plans with different options, technical support, and cost.
- 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.
- 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.
- 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.
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.
Who Investor Deal Room is made for?
What are the features that distinguish Investor Deal Room from other VDR providers?
What are the advantages of the Investor Deal Room’s pricing?
- Americas
- Europe
- Asia
- International
- Less than 25 GB
- 25 GB to 100 GB
- 100 GB to 1 TB
- Flexible Storage (More than 1 TB)
- Up to 10 users
- Up to 20 users
- Up to 100 users
- Unlimited
- Yes
- No
- Doesn’t matter