Track interaction with investors easily, use this to help raise multiple funds.Our sophisticated investor relations module allows investors to be identified separately from each of their investing entities. Multiple contacts can be associated with each investor in roles that you can define.
You can track interactions (notes, telephone calls, documents and emails) against each person and report on them as a group.
Allows logging of conversations and interactions with potential investors, dealing with correspondence and tracking status
Create target funds and raise money.
Analyses potential investor by stage
Track fund raising by stage.
Add people and create roles for them.
Associated to Investors
Contacts can be linked to investor records.