Case Studies

Dozens of boutique commercial real estate investment firms have positioned their businesses to scale using Investor Deal Room’s back office and investor management software.

Here’s what they have to say.

“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.”

Austin based investment company raises $45M+ in private investor equity using Investor Deal Room.

Portrait of Aaron Cook - Expert Advisor to IDR


Private equity fund management company streamlines investor management while scaling to hundreds of investors.

Portrait Dave Thompson - Thomson Investing

Thompson Investing

Co-sponsor allows 500+ investors to see all their deals across multiple operators in one place.

Portrait Kristine Jefferson - Mission Bay Capital

Mission Bay Capital Partners

DC-based multifamily investment company centralizes and streamlines capital raises and investor relations.


Average increase in productivity reported by clients


Est. Avg. hours saved during capital raise managing 50+ investors

Over 100M

Amount of private equity raised from investors using IDR