“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.”
“I honestly don’t know how’d we be doing this raise as successfully and professionally and saving so much time without this.”
“Our investor feedback has been amazing and our capital raises and K1 management are a thousand times easer.”
"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."
"I’ve now used two other platforms and hands down IDR is the best for what I do."
"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."