Fund Raising & Investor Relations

Relevant CRM’s Fund Raising & Investor Relations module raises the bar for professionalism and efficiency for all your marketing, fund raising, and investor relations activities. Leveraging Relevant CRM’s Microsoft integration and comprehensive investor tracking tools, you can easily launch marketing and fund raising campaigns.

At the Core

• Prospective LP Identification. Imports Investor details from top industry sources (e.g., Dow Jones), enabling you to track the universe of Private Equity investors.
• Seamless Marketing Correspondence. Enables effortless generation of marketing-oriented letters and email blasts so you can easily announce deals, new funds and exits.
• Investor Profiles. Tracks contacts, third-party representatives, background information, and other key descriptive information about all investors and prospective investors.

Taking You to the Next Level

• Microsoft Outlook Integration. Use Relevant CRM directly through the Microsoft Outlook application. Tag initial emails to investors or other accounts and all subsequent emails are automatically integrated as CRM activities.
• Blackberry Support. Displays your Relevant CRM application on your Blackberry.
• Work Offline. Use Relevant CRM on the road, entering meeting notes, other activities, or contact information, and update it upon your return seamlessly and efficiently
• Professional Fund Raising Campaigns. Allows you to focus your efforts on a targeted list of candidates and make introductions.
• Dynamic Fund Raising Scoreboard. Graphically displays prospective LPs moving through the commitment process, while tracking all conversations, issued Pomes, and next steps.