Fund Raising & Investor Relations

The Fund Raising & Investor Relations module takes your marketing, fund raising, and investor relations activities to a new level of professionalism and efficiency. With tightly integrated investor tracking and contact management tools, you can perform proficient marketing and systematic fund raising campaigns while quickly responding to LP inquiries.

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, banking details and commitments to your funds.
• Microsoft Outlook Integration. Integrates with Microsoft Exchange and Outlook, enabling fast and easy sharing of contacts, reminders, and emails.

Taking You to the Next Level

• Professional Fund Raising Campaigns. Allows you to focus your efforts on a targeted list of candidates, make introductions and coordinate “road shows.”
• Dynamic Fund Raising Scoreboard. Graphically displays prospective LPs moving through the commitment process, while tracking all conversations, issued PPMs, and next steps.
• Expedited Inquiry Handling. Provides fast and easy access to LP representatives and their correspondence preferences, on-screen Capital Accounts and fund performance reports so you can quickly log and respond to LP inquiries.