Centralize your entire organization's rolodex to maximize opportunities with each and every relationship.
Gain real-time visibility into fundraising progress and the status and detail of each and every potential investor and commitment.
Onboard new investors and track key investor relations processes to maximize every relationship.
INVESTOR Subscriptions and redemPtions
Easily track investor subscriptions and redemptions on the account level, fund level, or by investor type.
Call or email us today to schedule a short call or even a free one hour consultation. We'd love to share best practices and show how others are leveraging Salesforce to gain a competitive advantage.