Learn more about document management tools
Keep all your investment documents – like K1s and PPMs – in one place and allow your investors to access their important documents securely.
Manage All Your Documents In One Place:
- Upload Documents in Bulk
- Assigns Documents to Investors
- Automatically Attach Documents to Emails
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Investor Relationship Management
In commercial real estate, the sponsor is an individual or company in charge of finding, acquiring and managing the real estate property on behalf of the partnership. The sponsor is usually expected to invest anywhere from 5-20% of the total required equity capital. They are then responsible for raising the remaining funds and acquiring and managing the investment property’s day-to-day... More Direct’s investor CRM is specifically designed for the CRE world, built to help you store, analyze and manage all your investors, An investing entity is the vehicle that makes an investment in a commercial real estate offering. On the CrowdStreet Marketplace, offers must be made by an investing entity, in which you may be a member. You may be the only solitary member or a co-member with other investors. Common entities are an LLC, Self Directed IRA, Trust... More, offers and investments data.
Provide your investors with a great user experience by giving them a powerful dashboard to view and organize all their investments in one place. Our self-service Investment Hub cuts down on Investor Relations service and support calls.
Use a modern, simple to follow process means both your investors and your firm always know where each offer sits in the process and what action items are left to close an offer – speeding up time to close to hours rather than days or weeks.
With a built-in email composer, attaching secure documents, personalization and sending emails is straightforward.
Powerful tools allow you to prioritize and engage your strongest prospects and increase your offer to investment conversion rates.
Create investor transparency and speed up time to close using our offer tracking tools to quickly move an investor from offer submitted to offer closed.