Investor CRM
A CRM for fundraising and investor relations
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
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