The ultimate private markets CRM which integrates investor, fund and portfolio data on a single platform to allow you to easily update and answer investor questions anytime, anywhere!
Manage fundraising and syndication process, and ongoing client communications on one integrated platform where IR team can access fund and portfolio performance data 24/7.
Complete view of your relationship with each LP – with integrated statistics across various investment programs and commitments on the platform.
Simple way to link investor email communication and Outlook meeting calendars to the CRM platform while giving user full control of what is shared across the team.
Seamless way to organize investor contact information which allows you to generate email list by report type for each fund and investor.
Organize investor documents, historical capital notices, cash flow and communication records in one platform to help reduce investor support resources required.
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