Out-of-the-box functionality for asset management

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

Investor Portal management directly from the CRM i.e. permission datarooms, start subscriptions, manage reporting portal permissions

Email your current investors, prospects and other key business relationships directly from the data management platform

Create branded email templates for news, factsheets, quarterly reports, capital calls etc.

Track engagement of email marketing campaigns