Product Updates

Legal Entity Update Management

When an investor wants to update a legal entity in an investment,¬†as the sponsor, you need to know about it and have the ability to see and approve the changes. And the investor needs to know that their change is being reviewed by the sponsor. We’ve updated the investor’s profile section to show that updates … Read more

Q1 2020 Product Update

We've been working hard over the past few months toward the completion of a major rehaul of the IDR capital raise process as well as improvements to onboarding, document management, and more. We hosted a live webinar on Wednesday, April 15 to go over the current and upcoming changes to the Investor Deal Room platform. ... Read more