Investor CRM
Finally, a CRM built for fund managers
One place for investor activity, notes, documents, and tasks. Connected to the rest of your fund operations.
Build stronger investor relationships
Stop stitching together CRM exports and registry spreadsheets. Everything about your investors, in one connected system.
A single source of truth
CRM and registry data in a single investor record. See contact details, investment history, holdings, compliance status, and communications in one view.
Search, organise, export
Search, filter, and segment investors by key criteria. Organise records with tags, notes, and documents. Export clean data instantly.
Task management, built in
Create tasks, assign owners, set due dates. Every task links to an investor record so nothing gets lost and handoffs are seamless.
Track engagement. Act faster
See investor engagement and pipeline progress in one place. Know who's interested, what's moving, and where to focus.
Spot intent early
Track prospect and investor activity across emails, portal logins, and dataroom access. See who's engaged and prioritise follow-up.
From conversation to commitment
No more switching between CRM and capital raising tools. Manage investor relationships and capital raising progress in a single system.