We're here to amplify your success.
Efficient from your first deal, forward.
The power to assemble your deal group.
Forging a path to financial success.
DIYing solutions for deal and investor management using email, Excel and shared folders are clunky and take dozens of hours each quarter to manage! 😩
The alternative is to sign up with an expensive investor management platform with onboarding fees and set up fees on top of thousands of dollars in annual subscriptions! Not to mention the ever rising pricing as your business grows!
Another option is to outsource your investor relations to a third party aka Virtual Assistant and be ridden with anxiety about any possible mistakes and how much they may cost your business!
Present new deals through an attractive landing page with the ability to upload pictures, share documents, receive soft commitments and offers, and more.
Manage your relationships with investors with ability to take notes, record conversations, message through the portal, send deal update emails, and more. Easily upload contact lists within your existing email campaign software.
With Equity Tree, funding your deals becomes a breeze. Our comprehensive software efficiently handles communication, documents, financials, offers, and much more.
Track ongoing performance through your Deal Performance Dashboard. This acts as a dynamic Profit & Loss statement in which investors are able to get the full story of what’s taking place over each month and quarter throughout the deal.
try it today"I believe this is an outstanding portal for investor relations. The Deal Performance feature is particularly valuable as it gives existing investors a clear view of how their individual investment is performing as well as being a great way to communicate your past and current deal performances with potential investors. It is an incredibly clean an easy to navigate site allowing for clear communication between all parties and their support is fantastic."
Kim Scully
Owner, Real Wealth Solutions
"OfferingPortal.com allows for us as sponsors to professionally showcase our existing offerings. Its clean, simple to use and provides tremendous value to both sponsors and investors, everything is all in one place just how we like it."
Ken Baker
Managing Partner, Bridgelyn Investment Group
"I’ve been using Deal Portal for my last two deals in the commercial real estate/manufacturing housing space. The portal has made it very easy to communicate with my investors and provide them with access to quarterly updates and reports, P&L statements and even K1’s at the end of the year. What I enjoy most about this portal is the “Deal Dashboard” which keeps track of total revenue, expenses, NOI and other KPI’s and compares it the “actual vs. projected numbers.” My investors loves this feature as they can tell how their investment is performing just by looking at this dashboard. There are many other features that the portal offers and all for a fraction of the cost of their competition."
Nick Villanueva
Managing Member, New Village Real Estate, LLC
"This Portal is easy to configure for a first time syndicator. It made communication with my investors seamless, flexible and easy. It was perfect for what I needed! DC4RE Deal & Investor Management Portal made investor communication so easy. And it was thousands less than other platforms I considered."
Matthew Boettinger
Managing Partner, M2K Partners
