Arrange a Demo

Investor relations

Track interactions 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.

Raising funds

Allows logging of conversations and interactions with potential investors, dealing with correspondence and tracking status.

Target funds

Track funds raising by stage

Investor analysis

Add people and create roles for them. Analyes potential investors by stage, track fund raising by stage.