Overview
IDR replicates your counsel’s questions quickly and then show investors only those relevant to them.
- No more annexes or complicated navigation.
- Investors who have completed a Subscription questionnaire on IDR before can pre-populate their answers
- Fully digital sign off with DocuSign.
IDR's team will substantively review the subscription answers, minimising errors.
- In-app comment functionality reduces email back and forth.
- They will check the 506(c) status of applicable investors, extending your reach directly to private wealth.
- Your fund counsel spends less time chasing paper and can close your fund faster.
Access to real-time information for fund managers and their service providers. Export the data you need through custom reports or directly to your systems, including:
- Subscription progress,
- Commitment values,
- ERISA status,
- Approval status, and
- Clauses for MFN election
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Areas of Use
TARGET AUDIENCE
Law Firms - 100-499 Lawyers
Law Firms - 500+ lawyers
PRACTICE AREAS