EstateDeck

Investor Confidence Built on Transparency.

Replace PDF reports and email chains with a professional digital experience. EstateDeck empowers syndicators and fund managers to automate fundraising, distributions, and investor reporting.

🤝 Investor Portal 🌊 Waterfall Calc 💰 Capital Calls 📈 IRR Tracking

What is Real Estate Investment Management Software?

While Property Management handles tenants and toilets, Investment Management Software handles equity and investors. It is the operating system for REITs, Private Equity firms, and Syndicates. It centralizes Capital Raising (digital subscriptions), automates Distributions (ACH payments to LPs), and provides a secure portal for investors to track their Portfolio Performance (IRR, Equity Multiple).

Related Solutions: Fund Accounting • Analytics • Commercial Assets

Investor Relations (IM)

A white-glove digital experience for your LPs.

Investor Portal

White-Labeled Portal

Your brand, front and center.

  • Self-Service: Investors can log in 24/7 to view their current equity position, distributions to date, and recent updates.
  • Document Vault: Securely host K-1s, Subscription Agreements, and Quarterly Reports. No more "Resend me the file" emails.
CRM for Investors

Capital CRM

Track soft commitments and conversations.

  • Fundraising Pipeline: Track which investors are "Interested," "Committed," or "Funded" for your next deal.
  • Activity Log: Keep notes on every investor interaction to personalize your outreach.

Fund Operations

Complex math, handled automatically.

Distributions

Automated Distributions

One-click payments to hundreds of investors.

  • Waterfall Logic: Define hurdles (e.g., 8% Pref) and splits (80/20). The system calculates the exact payout for every LP.
  • NACHA Files: Generate NACHA files for direct ACH uploading to your bank.
Performance Tracking

Portfolio Analytics

Prove your track record.

  • Aggregated KPIs: View the weighted average occupancy and NOI across your entire portfolio on one dashboard.
  • Metrics: Auto-calculate IRR (Internal Rate of Return), Equity Multiple, and Cash-on-Cash Return.

Excel/Email vs. EstateDeck Investment

Feature Manual Spreadsheets EstateDeck Platform
Reporting Manual PDF Creation Real-time Portal Access
Distributions Writing Checks / Manual Wire Automated ACH Batching
Waterfalls High risk of formula error Logic-Based Calculation
Fundraising Paper Subscription Docs Digital Signature Workflow

Investment Management FAQs

Can I manage multiple funds?

Yes. You can manage multiple distinct funds or syndications under one login, keeping investor lists and financials separate for each entity.

Is the portal mobile-friendly?

Yes. The Investor Portal is fully responsive. Your LPs can check their portfolio performance from their iPad or phone.

Does it support K-1 distribution?

Yes. You can bulk upload K-1s. The system automatically matches them to the correct investor and notifies them via email that their tax documents are ready.

Professionalize your capital raising.

Give your investors the transparency they deserve.