--- description: Review of Investor Deal Room Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Investor Deal Room | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Investor Deal Room](/software/246671/investor-deal-room) # Investor Deal Room Canonical: https://www.softwareadvice.co.nz/software/246671/investor-deal-room > Investor Deal Room is a cloud-based solution that enables investors to manage investment documents, reports, clients, capital raisers, communication and more. The application allows organizations to create custom forms to gather client information, monitor investors’ progress and gain visibility into individual and group commitments. Investor Deal Room includes a self-service portal, which lets investors upload documents, add contact information, view subscription details, verify accredited status and subscribe to new offerings. It offers various features such as tags, digital signatures, notes, two-factor authentication, custom workflows and more. Additionally, fund managers can automatically calculate distributions and send PDF notices to multiple clients. Investor Deal Room enables financial enterprises to store and access documents related to investment amounts, investor details, updates, and FAQs from a centralized repository. It is available on monthly subscriptions and support is provided via FAQs and an online form. > > Verdict: Rated **4.5/5** by 4 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 4 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 5.0/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Investor Deal Room - **Location**: Plano, US - **Founded**: 2008 ## Commercial Context - **Starting Price**: US$250.00 - **Pricing model**: Flat Rate - **Pricing Details**: Tier pricing based on client needs. Pricing is discussed with a sales rep. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Accounting - Alerts/Notifications - CRM - Client Management - Client Portal - Compliance Tracking - Data Import/Export - For Investment Advisors - For Investors & Traders - Fund Management - Investments Tracking - Mobile Access - Performance Metrics ## Support Options - Chat ## Category - [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software) ## Alternatives 1. [Morningstar Direct](https://www.softwareadvice.co.nz/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews) 2. [Human Interest](https://www.softwareadvice.co.nz/software/240185/human-interest) — 4.0/5 (36 reviews) 3. [WOWS Investment Portal](https://www.softwareadvice.co.nz/software/430406/wows-invest) — 4.7/5 (97 reviews) 4. [Avestor](https://www.softwareadvice.co.nz/software/523559/Avestor) — 5.0/5 (8 reviews) 5. [DealCheck](https://www.softwareadvice.co.nz/software/224233/dealcheck) — 4.8/5 (38 reviews) ## Reviews ### "Ideal investor relations platform for growing real estate companies" — 4.0/5 > **Spencer** | *27 May 2020* | Real Estate | Recommendation rating: 8.0/10 > > **Pros**: Investor deal room meets the majority of our businesses needs at Madison Investing, currently. It securely stores the vital information related to deals and investors - both current and prospective. > > **Cons**: We use IDR as a quasi-CRM and stretch the boundaries of it's fit, from that perspective. To be clear, it was never promised to be a CRM in the first place, so it's unfair to ding IDR for missing CRM-like capabilities that you would find in Salesforce, Insightly and other CRMs. Certain functionality is less intuitive, such as document visibility. > > Our experience with IDR has been incredibly positive. The ultimate difference-maker for us is the caliber of service from the entire IDR team. Any issue or request we have ever sent in was responded to the same day with warmth and professionalism. It's the best offering for its functionality at this ballpark price point and a great fit for a business like ours that still has lots of runway and upside for rapid growth. ----- ### "Review 2020.05.10" — 4.0/5 > **Jacob** | *10 May 2020* | Investment Management | Recommendation rating: 9.0/10 > > **Pros**: I like the simplicity. Core features are included but represented in a way that is very simple and easy to use. Its a great value for the price point. > > **Cons**: Sometimes is seems that the numbers are wrong. That said, I have actually seen situations when the numbers are wrong, but it is driven by the inputs from the investment manager - so some of this is uncontrollable. > > Admittedly, I have only used the product lightly, but I am pleased with its functionality for what I expect to get out of it. It is a solid portal to handle doc management and reporting. It is also useful to know where to go to find documents. ----- ### "IDR" — 5.0/5 > **Aaron** | *2 May 2020* | Investment Management | Recommendation rating: 10.0/10 > > **Pros**: The bulk upload of k-1's, distributions and overall investment management. > > **Cons**: Document signing process could be improved. ----- ### "Professional Look and Investors Love It" — 5.0/5 > **Mark** | *1 May 2020* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: There were 2 primary benefits: 1 - Investors love having the snapshot view of their holdings and a place to have all of their documents stored. 2 - Gave a more professional "look and feel" for our company. > > **Cons**: The contact/investor/legal entity distinction and hierarchy is confusing. > > Their ongoing customer support is OUTSTANDING. Whenever I have an issue, they get back to me right away and either walk me through the issue or if necessary, fix it. They are great to deal with. ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/246671/investor-deal-room) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data