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Investor Deal Room Overview

Investor Deal Room is an advanced investment management software that helps private equity firms, venture capitalists, and other investors manage their deal flow, due diligence, and portfolio management processes. The platform provides a centralized space for tracking investment opportunities, collaborating with team members, and managing investor communications. With features such as document sharing, deal tracking, and task assignment, Investor Deal Room helps investors streamline their workflow and stay on top of critical tasks throughout the investment cycle. The software also includes advanced reporting tools that allow investors to analyze the performance of their portfolios, track key metrics, and make data-driven decisions. Investor Deal Room’s robust security features ensure that sensitive financial data is protected, and its user-friendly interface makes it easy for both experienced professionals and beginners to navigate. This software is ideal for firms looking to improve their investment management processes and enhance collaboration.

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Contact Details

  • Vendor Name Investor Deal Room
  • Founded 2008
  • Location United States

Support

  • Chat Chat

Training

  • Live Online Live Online
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Investment Management, Real Estate

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Investor Deal Room Features

  • Arrow Icon For Property Managers
  • Arrow Icon Document Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Cash Flow Analysis
  • Arrow Icon Strategic Planning
  • Arrow Icon CRM
  • Arrow Icon Contact Management
  • Arrow Icon For Investors & Traders
  • Arrow Icon Accounting
  • Arrow Icon Property Database
  • Arrow Icon Commercial Property Management
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Investor Deal Room Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$250 Per Month

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Investor Deal Room FAQs

Investor Deal Room is an advanced investment management software that helps private equity firms, venture capitalists, and other investors manage their deal flow, due diligence, and portfolio management processes. The platform provides a centralized space for tracking investment opportunities, collaborating with team members, and managing investor communications. With features such as document sharing, deal tracking, and task assignment, Investor Deal Room helps investors streamline their workflow and stay on top of critical tasks throughout the investment cycle. The software also includes advanced reporting tools that allow investors to analyze the performance of their portfolios, track key metrics, and make data-driven decisions. Investor Deal Room’s robust security features ensure that sensitive financial data is protected, and its user-friendly interface makes it easy for both experienced professionals and beginners to navigate. This software is ideal for firms looking to improve their investment management processes and enhance collaboration.

  • No, Investor Deal Room does not offer a free version.

  • Yes, Investor Deal Room offers a free trial.

  • No, Credit Card details are not required for the Investor Deal Room trial.

  • Investor Deal Room offers the following pricing plans & packages:

    Basic

    $250 Per Month

  • Investor Deal Room supports the following payment frequencies:

    • Monthly Subscription

  • No, Investor Deal Room does not offer an API.

  • Investor Deal Room offers support with the following options:
    • Chat

  • Investor Deal Room offers training with the following options:
    • Live Online , Documentation

  • Investor Deal Room supports the following languages:
    • English

  • Following are the typical users of the Investor Deal Room:
    • Self-Employed , Small-Business , Midsize-Business

  • Investor Deal Room supports the following deployment:
    • Cloud Hosted

  • Investor Deal Room supports the following devices and operating systems:
    • Web-Based