Investor Deal Room Pricing

Monthly license fee

Basic
$
250
Per Month
  • Up to 25 investors
  • Up to 5 projects
  • 2 portal admins
  • Unlimited contacts
  • Unlimited document storage
  • Email Support
  • Phone Support
  • Dedicated Support Rep
Growth
$
500
Per Month
  • Up to 50 investors
  • Up to 10 projects
  • Up to 3 portal admins
  • Unlimited contacts
  • Unlimited document storage
  • Email Support
  • Phone Support
  • Dedicated Support Rep
Scale
$
750
Per Month
  • Up to 100 investors
  • Up to 15 projects
  • Up to 5 portal admins
  • Unlimited contacts
  • Unlimited document storage
  • Email Support
  • Phone Support
  • Dedicated Support Rep

* Once payment is received, we will begin setting up and deploying a new investor portal for your company. In order to maintain the highest level of privacy and security for your investors each server, database, and storage bucket is totally isolated.

*Time to go live is 2 weeks from purchase (rush fees available for faster turnaround).

Setup options

Self Service Onboarding
$
1500
One Time
  • AWS Server Creation
  • AWS Database Creation
  • Portal Branding
  • URL Pointing
  • We will upload up to 5 previous deals
  • We will set up your next deal in the portal *
  • We will set up your next 2 deals in the portal*
  • Branded Investor Welcome Video
Supported Onboarding
$
3000
One Time
  • AWS Server Creation
  • AWS Database Creation
  • Portal Branding
  • URL Pointing
  • We will upload up to 5 previous deals
  • We will set up your next deal in the portal *
  • We will set up your next 3 deals in the portal*
  • Branded Investor Welcome Video
White Gloved Onboarding
$
5000
One Time
  • AWS Server Creation
  • AWS Database Creation
  • Portal Branding
  • URL Pointing
  • We will upload up to 5 previous deals
  • We will set up your next deal in the portal *
  • We will set up your next 3 deals in the portal*
  • Branded Investor Welcome Video

*Deal Creation Service - we will take your subscription documents and offering materials for your new deal and create an attractive presentation for investors in the portal, configure all settings, set up all electronic signing templates, test everything, and present you with a ready to go link to share with investors within 24-48 hours.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.