Investor Deal Room
About Investor Deal Room
Investor Deal Room Pricing
Tier pricing based on client needs. Pricing is discussed with a sales rep.
Starting price:
$250.00 per month
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for Investor Deal Room
4 Reviews
Aaron
Investment Management, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
IDR
The bulk upload of k-1's, distributions and overall investment management.
CONSDocument signing process could be improved.
Reason for choosing Investor Deal Room
Price and user interface.
Reasons for switching to Investor Deal Room
Better features.
Vendor Response
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!
Replied May 2020
Jacob
Investment Management, 2-10 employees
Used monthly for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed 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.
PROSI 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.
CONSSometimes 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.
Reason for choosing Investor Deal Room
Better price point and more suited to the type of investor that we serve.
Vendor Response
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.
Replied May 2020
Spencer
Verified reviewer
Real Estate, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed 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.
PROSInvestor 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.
CONSWe 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.
Vendor Response
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.
Replied May 2020
Mark
Real Estate, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSThere 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.
CONSThe contact/investor/legal entity distinction and hierarchy is confusing.
Reason 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.
Vendor Response
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!
Replied May 2020