About Investor Deal Room

Investor Deal Room is a cloud-based solution that enables investors to manage investment documents, reports, clients, capital raisers, communication and more. The application allows organizations to create custom forms to gather client information, monitor investors’ progress and gain visibility into individual and group commitments.

Investor Deal Room includes a self-service portal, which lets investors upload documents, add contact information, view subscription details, verify accredited status and subscribe to new offerings. It offers various features such as tags, digital signatures, notes, two-factor authentication, custom workflows and more. Additionally, fund managers can automatically calculate distributions and send PDF notices to multiple clients.


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4 Reviews of Investor Deal Room

Overall rating

4.5 / 5 stars

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May 2020

Aaron from CoveMark

Company Size: 2-10 employees

Industry: Investment Management

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

IDR

Pros

The bulk upload of k-1's, distributions and overall investment management.

Cons

Document signing process could be improved.

Reasons for Choosing Investor Deal Room

Price and user interface.

Reasons for Switching to Investor Deal Room

Better features.

Response from Investor Deal Room

Replied May 2020

Hey Aaron, Thank you for the review and the honest feedback. We're glad you're a client! Our 2.0 release is a huge update that greatly improves document signing... we think it makes our document signing process the best in the industry and we can't wait to roll it out to your portal!

May 2020

Jacob from Covemark

Company Size: 2-10 employees

Industry: Investment Management

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

4.0

May 2020

Review 2020.05.10

Admittedly, I have only used the product lightly, but I am pleased with its functionality for what I expect to get out of it. It is a solid portal to handle doc management and reporting. It is also useful to know where to go to find documents.

Pros

I like the simplicity. Core features are included but represented in a way that is very simple and easy to use. Its a great value for the price point.

Cons

Sometimes is seems that the numbers are wrong. That said, I have actually seen situations when the numbers are wrong, but it is driven by the inputs from the investment manager - so some of this is uncontrollable.

Reasons for Choosing Investor Deal Room

Better price point and more suited to the type of investor that we serve.

Response from Investor Deal Room

Replied May 2020

Hey Jacob, Thank you so much for the review and we're glad you've enjoyed the simplicity of the user experience. Like you mentioned Investor Deal Room doesn't actually perform most of the math calculations since generally we're operating more as a look-through into the sponsor's back office than an accounting tool. That said, we'll continue improving and finding ways to help sponsors deliver better reporting.

May 2020

User Profile Picture

Spencer from Madison Investing

Verified Reviewer

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2020

Ideal investor relations platform for growing real estate companies

Our experience with IDR has been incredibly positive. The ultimate difference-maker for us is the caliber of service from the entire IDR team. Any issue or request we have ever sent in was responded to the same day with warmth and professionalism. It's the best offering for its functionality at this ballpark price point and a great fit for a business like ours that still has lots of runway and upside for rapid growth.

Pros

Investor deal room meets the majority of our businesses needs at Madison Investing, currently. It securely stores the vital information related to deals and investors - both current and prospective.

Cons

We use IDR as a quasi-CRM and stretch the boundaries of it's fit, from that perspective. To be clear, it was never promised to be a CRM in the first place, so it's unfair to ding IDR for missing CRM-like capabilities that you would find in Salesforce, Insightly and other CRMs. Certain functionality is less intuitive, such as document visibility.

Response from Investor Deal Room

Replied May 2020

Thank you for your feedback, Spencer. We've been glad to work with your team and are excited to release some of the new CRM features that might make up that missing ground over the next couple months.

May 2020

Mark from Aspen Equity Partners

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

Professional Look and Investors Love It

Their ongoing customer support is OUTSTANDING. Whenever I have an issue, they get back to me right away and either walk me through the issue or if necessary, fix it. They are great to deal with.

Pros

There were 2 primary benefits: 1 - Investors love having the snapshot view of their holdings and a place to have all of their documents stored. 2 - Gave a more professional "look and feel" for our company.

Cons

The contact/investor/legal entity distinction and hierarchy is confusing.

Reasons for Choosing Investor Deal Room

Recommendation from another user/customer as well as the hand holding that they gave me in the sales and set-up process. That same level of service continues after the sale. They are great to deal with.

Response from Investor Deal Room

Replied May 2020

Thank you so much for the review Mark. We've been looking at the Contact / Legal Entity hierarchy and agree it could be made more clear. We will touch base with you and learn how you think about their organization!