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Fund Raising

Fund Raising

A successful fund-raising cycle invariably needs three elements: a stage-based workflow that tracks interest levels of investors, an intuitive communication mechanism, and a centralized document management system. PE Front Office bundles all of these capabilities into a comprehensive Fund-Raising solution. The investor relations team is empowered with the tools required to map investor preferences, maximize opportunities, and track progress, communication, and reporting.

Fund Raising

Detailed Investor Information

Capture detailed investor information, such as geography and investor type, along with the flexibility to add custom fields and link investors to their Relationship Managers. Also, track multiple investor contacts and their preferences.

LP Team and Advisors

Track multiple contacts from the LP team and plan your communication accordingly. Manage relationships with external team members, such as advisors, domain experts, lawyers, and bankers.

Capture Investment Preferences

Capture detailed investor preferences, such as sectors and deal types, to reach out to suitable investors as per fund preferences. Generate all required investment preferences reports and strategize investor outreach.

Manage Fundraising Cycle

A robust fundraising workflow helps track fundraising across multiple stages, such as Initial Contact, PPM, DD Access, Legal Documents, and Closures. Configure the stages to mirror the internal processes in the workflow.

Investor Communication

Draft a single email with custom tags and send out personalized messages to multiple investors with investor-specific documents as attachments. Resolve investor queries instantly using detailed communication logs.

Track
Meetings

Easily access a summary of the previous meeting notes before your follow-up meeting with an investor. Capture comments once the meeting is over. Generate meeting reports across investors and funds.

Investor Data Rooms

Create and assign dedicated data rooms to potential investors. Set up custom folder and sub-folder structures and upload multiple documents for different investors. Capture links to the external drives that stores the documents.

Analytics and Reports

Perform real-time data analysis on parameters, such as investor type and investor country, and generate comprehensive reports with a variety of built- in analytics, such as Fund-Raising Investor Summary.

Our Solutions

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Productivity Multipliers