On today’s show we’re talking about why you might want investor relations management software in your company.

Whenever you have a relationship with investors, there is a lot of information to manage and to distribute. You have a fiduciary duty to protect your investors and to keep them informed over the life of the project.

If you are using an exemption under securities laws, then there are probably a number of regulations to comply with the particular exemption.

If you have a lot of investors, then you can multiply all of those requirements by the number of investors.

If you have multiple projects then you can multiply the burden by the number of projects. That means project reports, financial reports, tax information slips, original signed syndication documents for each investor and all of the due diligence items that investors would want in their data room.

We implemented our investor portal more than one year ago. Up until that time we had been using a disintegrated set of tools consisting of docusign, Dropbox and a mailing list manager for sending investor reports.

After a year of using our investor portal, I can’t imagine going back to the way we did things before.


Host: Victor Menasce

email: podcast@victorjm.com