Fundraising & Investor Relations

Supercharge fundraising with a CRM, a secure dataroom, integrated email marketing and in-depth analytics and delight your investors with an engaging Investor Portal.

End-to-end investor management software to manage contacts & relationships, fundraising, document sharing and marketing to investors.  


Single Source of Truth for all Investor Data


CRM to Manage Investor Relationships


Best-in-Class Investor Portal


White-Labelled to Reflect Your Brand


Integrated Datarooms & Tracking


Built-in Email Marketing


Modern and Intuitive User Experience


Actionable Insights via analytics

Investor CRM

A CRM to manage your investor relationships

  • Organize your institutional knowledge and relationships with a database of your current and prospective investors 
  • Monitor your fundraising pipeline through target lists and lead management tools
  • Collaborate more effectively with a common record of your emails, phone calls, meetings and notes


Datarooms & Investor Portal

Secure datarooms integrated into your Investor Portal

  • Impress your investors with a white-labelled Investor Portal which reflects your brand
  • Provide secure access to fundraising documents through the integrated dataroom functionality
  • Track investor interest with user activity reports
  • Optional access for your 3rd-party placement agents / cap-intro firms to manage the dataroom

Email Marketing

Integrated email marketing at your fingertips

  • Email your current investors, prospects and other key business relationships directly from the CRM
  • Create branded email templates for news, factsheets, quarterly reports, capital calls etc.
  • Track engagement of email marketing campaigns

Investor Analytics

More data for better tracking and conversion

  • Get a 360 degree view of your investor activity across emails, meetings, datarooms and the investor portal
  • Obtain actionable intelligence via interactive dashboards, action items and notifications

See Our Software In Action

Book a Demo