Open letter to InvestorDealRoom (IDR) users and customers

InvestorDealRoom is going through rough times, and we recently heard that ResMan (the parent company) is getting rid of the business unit.
The software was used to syndicate real estate deals.

Dear Valued InvestorDealRoom Community,

I hope this message finds you well. We understand that change can sometimes be challenging, and we want to make the transition as smooth as possible for you during this time.

It has come to our attention that is discontinuing its services. We recognize the importance of a reliable platform for your investor relations needs, and we are here to offer you a seamless solution.

At InvestorPortaLPro, we take immense pride in our commitment to providing the best investor portal on the planet. Our platform is designed to meet the highest standards in the fintech and alternative investments industry, aligning perfectly with your needs and expectations.

To ease your transition and welcome you into the InvestorPortaLPro family, we are excited to extend a special discount exclusively for former InvestorDealRoom users. When you migrate your investor relations operations to InvestorPortaLPro, you’ll enjoy:

  • 20% Discount: We are offering a 20% discount on your first year of subscription when you choose InvestorPortaLPro as your new investor portal.
  • Seamless Data Migration: Our team of experts will assist you in migrating your data from InvestorDealRoom to InvestorPortaLPro, ensuring that all your valuable information remains intact.
  • Robust Features: InvestorPortaLPro offers an array of powerful features, including document management, investor profiles, communication tools, and reporting capabilities, designed to enhance your investor relations efforts.
  • Exceptional Support: Our dedicated support team is available to assist you at every step of the way, ensuring that you have a smooth experience with InvestorPortaLPro.

To take advantage of this limited-time offer and embark on a seamless transition, simply contact our team at or call us at +1-212-658-0862. We are here to answer your questions, provide guidance, and assist you in making the switch.

At InvestorPortaLPro, we are committed to helping you achieve excellence in your investor relations efforts. Our platform combines cutting-edge technology with a user-friendly interface, and we are excited to welcome you into our community of satisfied clients.

Don’t miss out on this opportunity to continue managing your investor relations with confidence and ease. We look forward to serving you and ensuring your investor portal experience is second to none.

Warm regards,

The IPP Solutions Team

Thank you for considering InvestorPortaLPro as your new investor portal solution. We are here to support you every step of the way.

InvestorDealRoom Migration

Step-by-step migration from InvestorDealRoom to InvestorPortalPro

Step 1: Evaluate Your Current Data

Before beginning the migration process, it’s essential to assess the data you have stored in InvestorDealRoom. Make a comprehensive list of all the documents, investor profiles, transaction histories, and any other relevant information that you want to transfer to InvestorPortalPro.

Step 2: Prepare Your Data

Next, you need to prepare your data for migration. This involves organizing and cleaning up your data to ensure that it’s accurate and consistent. Remove any duplicates, outdated records, or irrelevant information.

Step 3: Set Up Your InvestorPortalPro Account

If you haven’t already, sign up for an InvestorPortalPro account. Call or email us to begin the registration process and ensure that you have all the necessary access permissions and roles set up for your team members.

Step 4: Customize Your InvestorPortalPro

InvestorPortalPro offers a range of customization options. Take the time to configure your portal to match your branding, including logos, color schemes, and any other design elements that will make it feel like an extension of your company.

Step 5: Map Your Data

To successfully migrate your data, you’ll need to map the data fields from InvestorDealRoom to their corresponding fields in InvestorPortalPro. This mapping ensures that your data is transferred accurately.

Step 6: Export Data from InvestorDealRoom

Using the export functionality in InvestorDealRoom, export the data you’ve prepared for migration. This data should be in a format that can be easily imported into InvestorPortalPro, such as CSV or Excel files.

Step 7: Import Data into InvestorPortalPro

In InvestorPortalPro, navigate to the data import section and follow the prompts to upload your data files. Ensure that the data is correctly mapped according to the mapping you established earlier.

Step 8: Test the Migration

After the data has been imported, thoroughly test your InvestorPortalPro instance to ensure that all data has been transferred accurately. Check investor profiles, documents, and transaction histories to verify that everything is in order.

Step 9: Train Your Team

Make sure your team is familiar with the new system. Provide training sessions to ensure they understand how to use InvestorPortalPro effectively for investor relations and other tasks.

Step 10: Communicate the Change

Inform your investors and other stakeholders about the migration to InvestorPortalPro. Explain any changes in the user interface or functionality and provide them with resources for getting started.

Step 11: Monitor and Support

Continuously monitor your InvestorPortalPro portal and be ready to provide support to your team and investors as they transition to the new platform. Address any issues or questions promptly.

Step 12: Keep InvestorPortalPro Updated

Stay updated with the latest features and updates in InvestorPortalPro to make the most out of the platform for your investor relations needs.

Remember that migrating from one platform to another can be complex, and it’s crucial to plan thoroughly and ensure data integrity throughout the process. By following these steps, you can make a successful transition from InvestorDealRoom to InvestorPortalPro.