An intelligent investor CRM.
Connect with your investors on a whole new level. Automate your business operations and deep dive into analytics and insights with an investment management platform that allows you to close more deals, in less time.
Automation and transparency at its best.
Powerful communication with meaningful results
Communicating with investors has never been easier. Maximise your engagement and build trust with investors with a platform that has everything in one place.
Level up your investor communicationsAn unparalleled investor experience
Ease your investor onboarding processes and digitise your workflow, streamlining your investor experience, all while allowing you to focus on your business’s unique strengths.
Streamline your investor onboardingInvestment management at scale
Leverage the power of technology to automate and streamline your investor and investment management from start to finish, without increasing overheads.
Digitise your investor & investment management
Your investment management platform
Supercharge your raises with an investor CRM that does all the heavy lifting, so you don’t have to.
- Digitise your investor network and automate your entire workflow process
- Onboard more investors without affecting resource
- Easily manage your order book
- Invite investors into an interactive deal room to engage with offering documents and place orders
- Easily run reports and export data