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Description

Enhance your back-office operations and minimize inquiries from investors, allowing you to concentrate on expanding your enterprise. Discover six essential tools, templates, and methodologies employed by top-tier syndicators and private fund managers to maintain organization and facilitate growth. Our exclusive Investment Workflow tool is designed to establish a streamlined investment process, ensuring a hassle-free experience for both you and your investors. Building trust is crucial, as investors are often hesitant to partner with sponsors lacking credibility. Instill immediate confidence while empowering your investors to access information independently. Eliminate the inefficiency of responding to frequent investor update requests. To successfully grow your business, implementing systems that automate responses to inquiries is vital. Enable your investors to independently update their contact and investment details! Begin optimizing your capital-raising efforts and managing your investor relationships with greater efficiency today. Ultimately, adopting these practices will enhance your overall operational productivity.

Description

Yardi Investment Suite offers a seamlessly integrated solution that enhances communication with both existing and potential investors. It allows users to oversee new investment opportunities, including the subscription process while keeping track of activities, tasks, and correspondence to strengthen and expand relationships. By centralizing contact management and monitoring the engagement of current and prospective investors, the platform fosters improved collaboration by granting internal stakeholders access to vital information. Users can also review and authorize essential metrics, reports, and documents before they are made available on the investor portal. Furthermore, Yardi Investment Accounting streamlines the entire investment accounting, performance measurement, and investor reporting cycle, leading to reduced costs and heightened operational efficiency. When combined with the robust operational accounting features of Yardi Voyager and the investor relations functions of Yardi Investment Manager, Yardi Investment Accounting ensures complete transparency from the investor level down to the asset level while enhancing strategic decision-making capabilities.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Payscore
Reputation.com
SuiteSpot

Integrations

Amazon Web Services (AWS)
Payscore
Reputation.com
SuiteSpot

Pricing Details

$500 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Investor Deal Room

Country

United States

Website

investordealroom.com

Vendor Details

Company Name

Yardi

Founded

1982

Country

United States

Website

www.yardi.com/products/yardi-investment-suite/

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