Raise Capital Faster
Make your capital raises painless and scalable with our industry leading capital raise dashboard.
Send your prospects a great looking deal page and watch the investments, signatures, and funds come in from the real-time sponsor dashboard.
Increase Company Wide Visibility
View and manage all of your investors’ investments, distributions, legal entities, and documents from one location.
Allow your investors to update their investment profiles directly from the portal.
Manage Documents Seamlessly
Upload your K1s to 50+ investors and in less than 5 minutes. Or have your CPA log in and do it for you.
Never ask your CPA for an investor’s previous K1 again.
Partnering with another sponsor to take down a big deal?
Track your GPs and their investors separately from your own.
Provide co-branding opportunities for your GP’s. It’s as simple as uploading their logo.
Preview an investor portal
Give your investors the ability to see all their deals, documents, distributions, and updates in one place while giving yourself another huge marketing opportunity on the next big deal you’re raising for.
See how you can improve investor relations, increase brand awareness, and improve investor transparency in as little as three days.
What our clients have to say
We’ve been able to automate of a huge chunk of our investor management, from getting subscription documents signed, getting payout details, generating the welcome letters, and it’s been huge.Andrew CampbellPrincipal
I honestly don’t know how we'd be doing this raise as successfully, professionally, and saving so much time without this.Kristine JeffersonPartner
Our investor feedback has been amazing and our capital raises and K1 management are a thousand times easier.Aaron CookPrincipal
Being able to gain visibility into our investors, rank them by number of deals or amount invested, etc, has been extremely useful. Additionally, we really enjoy working with Josiah & the IDR team.David ThompsonFounder
I’ve now used two other platforms and hands down IDR is the best for what I do.Steeve BretonPrincipal
After evaluating IMS, Juniper Square, and smaller investor portals on the market, I was very impressed with the simplicity and the functionality of IDR. Many of my personal investments are now on IDR which I believe is by far the most intuitive and simple.Jacob A.Director of Valuations