Affordable Pricing

You’ve reached the pricing plans.

$250

/month

Up to 50 investors

Up to 3 projects

Up to 2 portal admins

Unlimited users

Unlimited document storage

Email Support

$500

/month

Up to 100 investors

Up to 10 projects

Up to 3 portal admins

Unlimited users

Unlimited document storage

Email Support

Phone Support

$750

/month

Up to 150 investors

Up to 15 projects

Up to 3 portal admins

Unlimited contacts

Unlimited document storage

Email Support

Phone Support

Dedicated Support Rep

$300

/month

Up to 50 investors

Up to 3 projects

Up to 2 portal admins

Unlimited users

Unlimited document storage

Email Support

$550

/month

Up to 100 investors

Up to 10 projects

Up to 3 portal admins

Unlimited users

Unlimited document storage

Email Support

Phone Support

$800

/month

Up to 150 investors

Up to 15 projects

Up to 3 portal admins

Unlimited contacts

Unlimited document storage

Email Support

Phone Support

Dedicated Support Rep

Set Up Costs

A one time setup fee is charged which covers the following services

  • AWS Server Creation
  • AWS Database Creation
  • Portal Branding
  • We will upload up to 5 previous deals
  • Concierce deal setup and e-sign setup for your next offering

Request A Demo

Want to learn more? Click below to request a demo.

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Andrew CampbellPrincipal

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.

Kristine JeffersonPartner

I honestly don’t know how’d we be doing this raise as successfully and professionally and saving so much time without this.

Aaron CookPrincipal

Our investor feedback has been amazing and our capital raises and K1 management are a thousand times easier.

David ThompsonFounder

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.

Steeve BretonPrincipal

I’ve now used two other platforms and hands down IDR is the best for what I do.

Jacob A.Director of Valuations

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.