Frequently Asked Questions

IRDesk is a deal room platform built for real estate investment firms (GPs). It lets you share your pitch deck and deal materials with prospective investors via a single, secure link — then gives you detailed analytics on who opened it, how long they spent, what slides they focused on, and every question they asked the AI assistant.

IRDesk is designed for real estate GPs, syndicators, and fund managers who want a more professional, data-driven way to share deals with LPs and prospective investors.

A shared PDF link tells you nothing. IRDesk tells you exactly who opened your deal, when, for how long, which slides they read, what questions they had, and how engaged they are relative to other investors. You also get an AI assistant that can answer investor questions around the clock.

No. Investors simply click the link you send them, enter their email address at the access gate, and immediately see your deal materials. There is no app to download and no account to create.

Each deal room has its own AI assistant trained exclusively on the materials you upload — your pitch deck, supplemental documents, FAQs, and any additional context you provide. When an investor asks a question, the AI answers using only your content. It will never fabricate information or pull from outside sources.

No. The AI is strictly grounded in the content you upload. If it cannot find a satisfactory answer in your materials, it will say so and suggest the investor contact you directly. It does not hallucinate or speculate.

Yes. Every investor question and AI response is logged and visible in your IRDesk dashboard. You also get AI-generated summaries of each investor's conversation and aggregate topic analysis showing the most common themes across all investor sessions.

IRDesk uses leading large language models from top AI providers. The specific models may change over time as we adopt improvements, but the core promise — answers grounded exclusively in your uploaded content — remains constant.

No. IRDesk does not use your deal materials, investor conversations, or any other content you upload to train generalized AI models. Each deal's AI is scoped entirely to that deal.

Yes. All data is transmitted over encrypted connections (TLS). Deal materials are stored in secure cloud infrastructure with strict access controls. Only authorized users — you and your team — can access your firm's deal dashboard and the materials within it.

Only investors who receive your specific deal link and enter their email at the access gate can view your deal room. You control the link and can deactivate it at any time. Your deal materials are never publicly indexed or discoverable.

When an investor accesses your deal room, IRDesk gives you their email address, access timestamps, session duration, every AI question they asked, an AI-generated conversation summary, and engagement analytics. This is disclosed to investors at the point of access — it is core to the platform's value for GPs.

No. IRDesk does not sell investor session data to any third parties. Investor data collected through your deal room is shared only with you, the GP who created that deal room.

GP account data and deal materials are retained for the duration of your active subscription and a reasonable period thereafter. You can delete deals and materials at any time from your dashboard. Investors may request deletion of their session data by contacting privacy@irdesk.io.

After registering, you can create a new deal in minutes. Upload your pitch deck PDF, add supplemental documents and context, set your deal details (raise amount, timeline, inquiry contact), and IRDesk generates your shareable investor link. The AI assistant is automatically configured from your uploaded content.

Yes. Your plan determines how many simultaneous active deals you can run. You can manage all of them from a single dashboard.

Yes. You can update your pitch deck, supplemental documents, and deal details at any time. The AI assistant will be re-indexed from your updated content. Investors who revisit the link will always see the latest version.

All investors with the link can enter their email and access the deal room. If you need to restrict access to specific investors, you can deactivate the link at any time and redistribute it selectively.

You can archive or deactivate deal rooms at any time. Archived deals retain their analytics history in your dashboard, but the investor-facing link becomes inactive.

Investors see a polished, professional deal room with your pitch deck front and center, an AI assistant they can ask any question about the deal, and any supplemental materials you've included. The experience is designed to feel like a private investor portal, not a file-sharing link.

Yes. The investor-facing deal room is fully responsive and works seamlessly on phones, tablets, and desktops.

You control whether investors can download your pitch deck. Download protection can be enabled in your deal settings to keep your materials within the secure deal room environment.

The AI assistant can understand and respond in most major languages, even if your deal materials are only in English. Investors can ask questions in their preferred language.

IRDesk is free to create and launch. You pay $1 each time an investor has a live AI conversation with your deal room. There are no setup fees, no monthly fees, no subscriptions, and no cap on the number of investors — you only pay when investors are actively engaged with your deal.

Yes. You can register and create your first deal room for free. No credit card is required to get started.

Most GPs have a deal room live within 5 minutes of signing up. Upload your pitch deck, add any supplemental context, set your deal details, and you're ready to share.

Yes. You can invite colleagues to your firm account so they can access deal analytics, manage deal settings, and collaborate on investor outreach — all within the same dashboard.

IRDesk accepts all major credit and debit cards, processed securely through Stripe. Invoiced annual billing is available for enterprise plans — contact us at hello@irdesk.io for details.

Yes. You can cancel your subscription at any time from your account settings. Your deal rooms will remain active through the end of your current billing period.