Investor Deal Room offers a suite of investor management services to help you streamline your back office, impress your investors, and scale your business without the need to manage a big team.

Marketing And Branding Services

Website Design

Impress your investors with custom website design and brand creation tailored to private offerings and private investment firms.

Our extensive background in private offerings, fund administration, and real estate syndication provide us with a unique ability to create investor facing websites that both clearly communicate your value proposition and encourage investors to join your list or reach out and connect.

Our websites also offer features that are unique to this industry and we take extra care to market your company in a way that adheres to SEC guidelines.

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Investment Summary Creation Service

Impress your investors with a top quality pitch deck for your new offering without hiring an in-house designer.

Choose from one of our pre-designed templates or bring us your own template and we’ll put a process in place to streamline your pitch deck creation on your terms.

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Back Office Services

Investor Portal Management Services

We offer a range of portal management services to help our clients manage their investors more efficiently. Services range from document management to deal setup to Docusign preparation and more.

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Investor Report Creation Services

We help sponsors create quarterly or monthly reports based on their individual reporting needs.

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Capital Raise Automation for Investor Management

Our proprietary investor management software allows us to create a completely custom investment workflow for our sponsors. Whether you’re managing 10 investors or 1000, we can create a personalized investment workflow to capture exactly the right information from your investors in a streamlined process.

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Other Back Office Management Services

Our partners at Baymark Fund Administration offer fund administration services catering toward small real estate sponsors and fund raisers.

Custom Investor Portal Development Services

Custom Investor Portal Development

Investor Deal Room, our investor portal software, is a highly configurable investor portal solution that works for most real estate and private equity sponsors. In the case that Investor Deal Room isn’t a perfect fit, we also offer custom investor portal development and investor portal consultation services.

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Other Investor Management Services

While we do offer an investor management software, we’re a people first company and we like to think of ourselves as a tech partner to our sponsors.

We’d love to talk more about your specific situation and see if our team can make your investor management a bit easier!

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