Fund Raising Software
Manage complete Fundraising Lifecycle – from Initial Contact to Closing
Manage complete Fundraising Lifecycle – from Initial Contact to Closing
Transform your fundraising process with data-driven platform designed for private capital markets. Effortlessly capture investor preferences & attributes, manage relationships, and personalize communications while tracking every stage of your fundraising pipeline-from initial contact to closing. Enable secure document sharing, monitor compliance, and access real-time pipeline analytics with mobile capabilities and email integrations for seamless, on-the-go investor management.
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Investor Attributes
Investor Attributes
Track detailed investor attributes like investor type, commitment, location details, etc.
LP Team and Advisors
LP Team and Advisors
Track multiple investor contacts, advisors, and their communication preferences. Manage relationships with external stakeholders, such as advisors, domain experts, lawyers, and bankers.
Fund Raising Workflow
Fund Raising Workflow
Monitor investor fundraising lifecycle via stage-based workflow across multiple stages, such as Initial Contact, PPM Sent, DD Access, Legals Sent, and Closure. Configure the stages to mirror your internal process in the workflow. Additionally, setup alerts on the completion of key milestones.
Investor Communication
Investor Communication
Manage and track investor communication, send out personalized emails with custom tags to multiple investors with investor-specific documents as attachments like Fund information, Brochure, PPM in a single click.
Track Meetings
Track Meetings
Keep track of all interactions with LP team and external stakeholders, schedule calls and meeting while capturing comments/notes.
Quickly review previous meeting notes before your follow-up with an investor. Generate meeting reports across investors and funds.
Investor Onboarding
Investor Onboarding
Capture investor-specific compliance such as KYC, FATCA, and other custom covenants. Receive compliance documents from investors via investor portal. Additionally, send automated alerts to stakeholders notifying them of upcoming compliances.
Secure Data Room
Secure Data Room
Provide individual access to investors and external stakeholders, making it easier for effective and secure participation in the fund-raising process. All stakeholders can log into a fund-specific data room to securely view and upload documents.
Reports and analytics
Reports and analytics
Perform real-time data analysis with the built-in reports and analytics like Fund Raising Funnel Chart, Investor Diversification Analysis, Fund Raising Analysis by stage, Investor Meeting Summary Report and Travel Planning Report.
Productivity Multipliers
Productivity Multipliers
PE Front Office mobile app and email plug-ins help you efficiently manage key tasks such as access investor details including fundraising status, add/view contacts, capture meeting notes and view historical investor touchpoints, tag key emails and attach documents to investor record for later reference.
Our Clients
