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.

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