getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Investor Deal Room Logo

Investment management software

Table of Contents

Investor Deal Room - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Investor Deal Room overview

What is Investor Deal Room?

Investor Deal Room is a cloud-based investor management software designed to help financial businesses manage clients, capital raisers, reports, documents, and more via a unified portal. The platform enables investors to update contact and legal entity details, view subscription documents, verify accreditation status, and subscribe to offerings via a self-service portal.

Investor Deal Room allows enterprises to store documents, investor details, investment amounts, distribution data, updates, FAQs, and other information in a centralized repository for future reference. It offers a host of features such as white-labeled web pages, two-factor authentication, custom workflows, notes, tags, and more. Fund managers can also create personalized deal pages to raise capital, share wiring instructions, accept soft commits, and confirm receipt of funds.

Investor Deal Room allows administrators to track investors’ progress, view individual and total commitments, and design custom forms to capture investor details. Managers can also automate distribution calculation, upload documents, and send PDF notices to clients.

Starting price

250flat rate /
per month

Alternatives

with better value for money

Investor Deal Room’s user interface

Ease of use rating:

Investor Deal Room reviews

Overall rating

4.5

/5

4

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.25/10
Rating distribution

5

4

3

2

1

2

2

0

0

0

Investor Deal Room's features

Features rating:

Accounting
Alerts/Notifications
API
Client management
Client portal
Compliance tracking
CRM
Data import/export
For investment advisors
For investors & traders
Fund management
Investments tracking
Mobile access
Performance metrics

Investor Deal Room alternatives

Investor Deal Room logo

Starting from

250

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Sharesight logo
visit website

Starting from

0

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Yardi Investment Manager logo
visit website

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
LienApp logo
visit website

Starting from

10000

Per year

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Investor Deal Room pricing

Value for money rating:

Starting from

250

Per month

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Investor Deal Room price and value

Value for money rating:

Investor Deal Room support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat

Training options

Live Online
Documentation

Investor Deal Room FAQs

Q. What type of pricing plans does Investor Deal Room offer?

Investor Deal Room has the following pricing plans:
Starting from: $250.00/month
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of Investor Deal Room?

Investor Deal Room has the following typical customers:
Freelancers, Small Business


Q. What languages does Investor Deal Room support?

Investor Deal Room supports the following languages:
English


Q. Does Investor Deal Room offer an API?

No, Investor Deal Room does not have an API available.


Q. What level of support does Investor Deal Room offer?

Investor Deal Room offers the following support options:
Chat

Related categories