For investor relations teams
Answer any investor from one record
CREAssets is software for real estate investor relations teams: every investor’s entities, commitments, distributions, documents and K-1s on one page — and a portal where they can find most of it themselves.
Updated
Sound familiar?
The work that never scales
“Can you resend my K-1?”
Every tax season, the same emails, one investor at a time.
Five places to answer one question
The CRM, the cap table, the bank file and a shared drive, for a single “what do I own?”.
Updates go out by hand
Quarterly letters copied, pasted and mail-merged the night before.
With CREAssets
What changes on Monday
A week in investor relations
The questions that fill an IR inbox, and where the answer already lives in CREAssets.
- 01 · Monday
Clear the inbox
“What do I own, and what was I paid?” Open the investor’s record: contacts, investing entities, positions, distributions and documents on one page, instead of four systems.
- 02 · Tuesday
Deliver K-1s
Upload the final K-1s, match them to investors and entities, and deliver them to the portal. Separate “available” and “downloaded” states show who still has not opened theirs.
- 03 · Wednesday
Draft the quarterly letter
On the Platform plan, the investor letter drafter writes from the deal’s actual figures, each one cited to a record. You edit, approve and send it as an operational investor email, separate from marketing.
- 04 · Thursday
Prepare the statements
Run the LP quarterly statement and capital account statement templates you set up last quarter, and export them to Excel for review.
- 05 · Friday
Onboard new investors
Send your sponsor sign-up link or an invitation. First-time investors get in-portal tutorials, and your team keeps a role limited to the deals they work on.
What it costs, and how to switch
The same price and the same switching offer for every role on the sponsor side.
One price for every module
$0 until you collect investor money, then $299/month for every module, AI included. Month-to-month, cancel anytime. No per-seat, per-investor, per-entity or AUM fees.
IR staff join as team members on the sponsor’s plan, with no per-seat fees and no per-investor fees as the investor list grows.
See pricingFree migration and your first month free
Running deals on another platform or in spreadsheets? We migrate your investors, entities, positions, contributions, distribution history and documents with you at no cost, and your first month on the Platform plan is free.
A written migration plan within 3 business days of the exports, and the book loaded for review within 7 business days. Nothing goes live until every balance is reconciled.
Start my free migrationQuestions from sponsors like you
Can IR staff work without seeing the books?
Yes. Team members get roles such as IR, Finance or Viewer, and can be limited to selected deals.
Do investor emails go through our marketing list?
No. Operational investor emails are kept separate from marketing campaigns.
Run your next raise on one platform.
Sign up free and build your first deal today. Upgrade only when you collect investor money — and if you are moving from another platform or from spreadsheets, we migrate you at no cost and your first month is free.