NEXT-GEN SOFTWARE FOR
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