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The Ultimate Guide to Real Estate Syndication Pitch Books

Investors see hundreds of pitch books every year. Your pitch book is the only thing that private investors ever see about you, your real estate syndication company, and your investment opportunity. You’re a snowflake in an avalanche. Even if you are already using an investor portal software, that tool only helps to amplify your pitch … Read more

The Ultimate Software Guide For Real Estate Syndicators

If you're a real estate syndicator or run a real estate investment firm, having the right software can give you a leg up on your competitors and keep your business running smoothly. While software like Investor Deal Room helps real estate syndicators raise capital, impress their investors, and keep their back office organized, our most ... Read more

Is your investor facing website vulnerable to being hacked?

Is your investor website vulnerable to being hacked? Do you know if your web design team has a firewall in place protecting your website? Most web designers use frameworks like WordPress to build websites, but they often don’t know much about managing the behind the scenes technology that powers the website. I used to be … Read more

Best Ever Conference

February 20th, was IDR’s first appearance at the Best Ever Conference in Keystone, Colorado. However, we weren’t at a booth handing out cards or giving live demos of our investor portal. Brothers, Josiah (CEO/Founder) and Jesse Mann (Customer Success Manager) were our two man team on the ground. Jesse mingled with the syndicators in the … Read more

Musical Job Roles

Working at a startup can seem a bit like a game of musical chairs at times. We are always looking for the best way to utilize our small team of talented individuals. It’s a process of fine-tuning each of our responsibilities over time. Additionally, we want you to know which of us will be handling ... Read more

Bonus – How to protect your investors’ sensitive data from hackers

Stop sharing wiring instructions over email. One of our early clients lost $200,000 in his first syndication to wire fraud. Another syndicator I know lost 50k to the same hack. Here’s the thing – emails can be spoofed. And bad actors get better at it day after day. You’ve probably seen emails coming from Microsoft … Read more

How to protect your investors’ sensitive data from hackers – Part 3 of 3

Stop sharing sensitive files over email directly Asking small investment companies to not share investor data over email is tough – but when it comes to documents it’s a good practice to use a service specifically for sharing them securely – think Google Drive, Dropbox, etc. In the first part of this series, we fixed … Read more

How to protect your investors’ sensitive data from hackers – Part 2 of 3

Part 2 of a 3 part series   Turn on two factor authentication Two factor authentication can seem like a hassle, especially when you have to log into a website over and over and it requires two factor authentication every single time you login. But the reason two factor authentication is becoming so popular is ... Read more

How to protect your investors’ sensitive data from hackers – Part 1 of 3

Protect your passwords The problem TLDW: Old passwords that you’ve been using for a few years or more are very likely available to everyone in the world for free. Go here or here and type in your email to see which of your passwords are compromised, then follow instructions below. While it is possible that all of your investor’s … Read more

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