PLACEMENT AGENTS

 

RELATIONSHIP MANAGEMENT

Centralize your entire organization's rolodex to maximize opportunities with each and every relationship.

FUNDRAISING

Gain real-time visibility into fundraising progress and the status and detail of each and every potential investor and commitment.

MANAGER REPORTING

Provide customized reporting to your clients updated in real-time with one push of a button.

MANAGER SOURCING

Manage your target list and pipeline of potential investments in one place, anytime, anywhere.

DUE DILIGENCE

Streamline your due diligence process to save time, improve investment outcomes and enable your team to review more deals.