Support for the fundraising process, fund management, limited partner management, investment management and investor communications. Typical implementations include:

  • Sales Cloud:  Pipeline management for investors (limited partners), investment vehicles and investment onboarding.  Portfolio management. Compliance.
  • Service Cloud:  Investor relations, limited partner management
  • Marketing Cloud:  Marketing automation, investor lead generation
  • Partner Communities:  Self service investment portal
  • Customer Communities:  Self service investor portal
  • Integrations:  Investor software such as Investment Cafe, DMLT, asset management systems, financials
  •  Custom branded portal pages
  • AppExchange: Docusign, Email2Case Premium, Pardot, Marketo

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