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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HEADQUARTERS
UK
YEAR FOUNDED
2016
REGIONS SERVED
North America,
Europe
Areas of Use
TARGET AUDIENCE
Law Firms - 100-499 Lawyers
Law Firms - 500+ lawyers
PRACTICE AREAS
  • Funds
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