In order to provide the highest quality service we only accept a limited number of clients.
Contact us to inquire about availability or submit an application.

Here when you need us

We're based out of Springfield, Missouri and Plano, TX.
We'd love to chat and learn more about your business.

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What our clients have to say

In order to maintain the highest quality of support and service we only work with a limited number of clients. Here's what some of our clients and partners have had 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.”
Andrew Campbell
Principal
“I honestly don’t know how’d we be doing this raise as successfully and professionally and saving so much time without this.”
Kristine Jefferson
Partner
“Our investor feedback has been amazing and our capital raises and K1 management are a thousand times easer.”
Aaron Cook
Principal
"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."
David Thompson
Founder
"I’ve now used two other platforms and hands down IDR is the best for what I do."
Steeve Breton
Principal
"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."

Jacob A.
Director of Valuations