Businesses using Investor Deal currently manage thousands of investors, have raised over $40+ million in private capital, and represent nearly $500 million in AUM.
“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.
During our raises our time spent managing investors has gone from probably 45 minutes per investor to about 5 minutes.
The most powerful thing that’s hard to quantify is how important the level of professionalism we bring is. Having two factor authentication, email verification, to have that and be able to tout it to investors is extremely legitimizing”.
"Outstanding. I can’t emphasize enough what an improvement this is over the process on my last raise.”
"The reason I got the portal set up now is to get it in place for future deals as I scale my business, but really a lot of it is about customer service for me. A big part of my business is being a highly referable brand. With Investor Deal Room I look the same as an institutional player."
"As our investor base grew, we had started sending out individual investor statements in order to provide more transparency and differentiate ourselves from the competition. In addition to getting out distributions and finishing quarterly reports for all our funds, that process alone was taking us probably 45 minutes per investor every quarter.
Now that process literally takes 5 minutes per fund. We just enter the distribution data, click a button, and the individual statements are automatically generated for each investor.
I’ve heard from a lot of our investors that the portal has increased our credibility and more and more investors started asking what other deals we had to invest in. One client actually told me that portal made him want to invest more money with us."
Increase investor confidence by providing a single pane-of-glass view into your organization and the deals they're invested in.
More efficient capital raises, better investor reporting, and less software clutter create room for growth.
Spend more time building real relationships and less time managing tedious tasks and responding to emails.
Upload investor K1s, subscription documents, quarterly updates and more - and they instantly become available to the appropriate investors in their dashboard.Get a price
Updating an email, phone number, or physical address shouldn't require an email. Investors can make updates to their own profile and you'll receive a notification.Get a price
Our global investor notification system makes sure you get the information you need and investors know exactly how to get you that information.Get a price
Manage your capital raise from commitments to funding from a unified investment tracker that automatically tracks investor activity in the portal.Get a price
Work with strategic partners? Let your partners login, track their investors, and even set their own separate fundraising goals. Or provide your CPA a login to use the Bulk Upload tool to upload investor K1s.Get a price
Automate tedious tasks like uploading countersigned subscription documents to a new investor's profile.Get a price
Blow your investors away with a institutional quality personalized PDF statement.Get a price
Add a personal touch with the push of the button with a personalized confirmation letter for every new investor in a deal.Get a price
An additional layer of security that impacts your customers in more ways than one, two step authentication is a game changer for the credibility of a small operation and it goes a long way toward protecting your sensitive data.Get a price
Andrew Campbell is a native Austinite and real estate entrepreneur. Andrew’s background is in Market Research & Brand Strategy, spending time in both advertising agencies and emerging technology consultancies, where he was most recently a Partner at an award winning app developer. He received a BS in Advertising from The University of Texas at Austin and an MBA from Baylor University.
Investor Deal Room is a white label investor portal. We create a secure, branded investor portal which can be reached at a subdomain of your website, for example https://portal.yourwebsite.com. After your deals and investors are added, your investors will be able to log in and see all their investments, K1s, subscription documents, and returns, as well as subscribe to new offerings, all in one central location.
Yes! Not only do we provide clear, guided written and video instructionals, we also offer hands-on training via screen share, highly responsive email support, and phone support depending on your level of service.
The distinguishing factor in our portal is its easy-to-use, intuitive nature. Once you’re successfully onboarded, the portal can be totally self-administered (in fact, you can even load your own deals to save a little dough).
Investor Deal Room is perfect for independent real estate operators and private equity investment companies with 2 to 5 team members.
Unlike our competition, Investor Deal Room was built for the small, independent investment company, not for people working with institutional capital. Additionally, customers and investors love that the portal is easy to administer and intuitive. This was built with the small guy in mind and we constantly hear that our “less is more” approach to design makes investor management a breeze for our clients..
We have the quality, design, and most of the features of the higher tier products, while competing with the smaller companies on price. We also have top notch customer service, fast support times, and great documentation that makes using the tool a breeze. Additionally, we didn’t outsource our development work to a temporary development team, which we consider to be a big risk. Our team is focused on these efforts full time and will be positioned to grow with your company.
Not currently, but this feature (along with many others) is slated for Q2 2019.
Yes. You can easily add all of your strategic partners and capital raisers to the portal and they will be shown a limited version of your admin panel. For example, if an equity partner brought investors to your deal, you can easily allow that person to see and edit those investors in your portal without giving him or her access to the rest of your investor base. Additionally, you can allow them to co-brand to their investors, adding their logo and an “In partnership with“ banner to any investors they bring to your deal.
Yup. We have an amazing bulk upload feature that makes uploading K1s a breeze. Just have your CPA log in, send them the video instructions we’ll provide, and they’ll be done in minutes.
That depends on how many deals and investors you have, but the portal can be up and running in about two days, and in most cases one month is sufficient to load any previous deals.
No, but we can put you in touch with a partner we recommend.