Investor Portal Pricing
$500
/mo
Up to 100 investors
Up to 10 projects
Up to 3 portal admins
Unlimited users
Unlimited document storage
Email support
$750
/mo
Up to 150 investors
Up to 15 projects
Up to 3 portal admins
Unlimited contacts
Unlimited document storage
Email support
Phone support
Enterprise
Unlimited investors
Unlimited funds
Unlimited contacts
Unlimited document storage
Unlimited Users
Email Support
Phone Support
Dedicated account manager
Common Questions
Do you offer monthly plans?
All of our pricing is based on a one year contract, but you can pay month to month for an additional $50/mo.
What do you consider as an investor?
An “investor” is a person who is active in one or more investments. All plans come with unlimited “contacts”, limits only apply to “investors”.
Are there any set up costs?
We charge a one time setup fee which covers the following services:
- AWS Server Creation
- AWS Database Creation
- Portal Branding
- Uploading of up to 5 previous deals
- Concierge deal setup and e-sign setup for your next offering
What is your support like?
Our customers will tell you it’s the absolute best in the business. We have great in app training, fast response times, and all plans have a single point of contact at IDR.
Bottom line is we take care of our customers.