# Investor Deal Room Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Investor Deal Room Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/203188/Investor-Deal-Room

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# 

 Investor Deal Room Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Investor Deal Room

## What is Investor Deal Room?

Investor Deal Room is an investor management software that helps commercial real estate sponsors raise capital more efficiently, report to investors, and manage documents.

## What is Investor Deal Room used for?

[Investment Management](https://www.capterra.com/investment-management-software/)[Commercial Real Estate](https://www.capterra.com/commercial-real-estate-software/)

Overall rating

Based on 4 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$250

Flat Rate, Per Month

Free trial  
not available

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Do you work for Investor Deal Room?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://investordealroom.com&name=Investor Deal Room)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Investor Deal Room

4.5 (4)

VS.

[4.9 (18)](https://www.capterra.com/p/179626/Investor-Portal/reviews/)

Starting Price

$250

Flat Rate, Per Month

Starting Price

$3000

Per Feature, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (4)

Ease Of Use

4.7 (18)

Value For Money

5.0 (4)

Value For Money

4.8 (17)

Customer Service

5.0 (3)

Customer Service

4.9 (18)

## Investor Deal Room alternatives

[4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/)

Starting price

Contact vendor for pricing

[3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews)

Starting price

Contact vendor for pricing

[0.0](https://www.capterra.com/p/196477/Web-Trader/#reviews)

Starting price

Contact vendor for pricing

Highest Rated

[5.0 (3)](https://www.capterra.com/p/189442/Pinnakl/#reviews)

Starting price

Contact vendor for pricing

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Client Management

Manage contact details and communication with clients

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Investor Deal Room 14 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Track and report regulatory data to either internal management or external stakeholders

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Import and export data to and from software applications

Used by financial advisors and money managers

Used by retail investors and active traders/day traders

Manage allocation and performance of financial assets

Monitor capital allocation and asset prices over time

Access software remotely via mobile devices

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Features

4.5 (4)

4.5

Based on 4 reviews

## Pricing

Value for money

5.0 (4)

Basic

$250.00

Flat Rate,Per Month

Value for money

5.0 (4)

5.0

Based on 4 reviews

## Support, customer service and training options

Customer Service

5.0 (3)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (3)

5.0

Based on 3 reviews

## User reviews

Overall rating

4.5

Based on 4 reviews

Filter by rating

5(2)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Spencer H.

Co-founder

Real Estate

### "Ideal investor relations platform for growing real estate companies"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

May 27, 2020

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.

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.

Alternatives considered

[Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/)

[RealPage IMS](https://www.capterra.com/p/169850/IMS-Platform/)

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 29, 2020

Thank you for your feedback, Spencer. We've been glad to work with your team and are excited to release some of the new CRM features that might make up that missing ground over the next couple months.

JA

Jacob A.

Director

Investment Management

### "Review 2020.05.10"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

May 10, 2020

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.

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.

Alternatives considered

[Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/)

Reasons for choosing Investor Deal Room

Better price point and more suited to the type of investor that we serve.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 13, 2020

Hey Jacob, Thank you so much for the review and we're glad you've enjoyed the simplicity of the user experience. Like you mentioned Investor Deal Room doesn't actually perform most of the math calculations since generally we're operating more as a look-through into the sponsor's back office than an accounting tool. That said, we'll continue improving and finding ways to help sponsors deliver better reporting.

AC

Aaron C.

CEO

Investment Management

### "IDR"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 2, 2020

Pros

The bulk upload of k-1's, distributions and overall investment management.

Cons

Document signing process could be improved.

Reasons for choosing Investor Deal Room

Price and user interface.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 4, 2020

Hey Aaron, Thank you for the review and the honest feedback. We're glad you're a client! Our 2.0 release is a huge update that greatly improves document signing... we think it makes our document signing process the best in the industry and we can't wait to roll it out to your portal!

MT

Mark T.

CEO

Real Estate

### "Professional Look and Investors Love It"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 1, 2020

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.

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.

Reasons for choosing Investor Deal Room

Recommendation from another user/customer as well as the hand holding that they gave me in the sales and set-up process. That same level of service continues after the sale. They are great to deal with.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 4, 2020

Thank you so much for the review Mark. We've been looking at the Contact / Legal Entity hierarchy and agree it could be made more clear. We will touch base with you and learn how you think about their organization!

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