Demand the best for your investors.

Our investor portal and investor management software helps real estate investment firms automate their investor management, impress their investors, and organize their back office.

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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.

Investment Tracker Automating the Investment Process

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.

Our Real Estate CRM Simplifying Investor Relations.

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.

Document Management Improving Investment Portfolio Management

Track Co-Sponsors

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.

Registration Page for General Partners Improving Investor Management

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 love our clients! Here’s what some of our clients and partners have had to say about our investor management software.

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

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