INVESTOR RELATIONS
Simplify
investor
management
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Trusted by 600+
customers worldwide
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Investor management made
simple and professional
Access all investor data instantly
Easily find documents & investor information and track communications from one platform. Simplify and automate tasks for easier investor management.
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Tailor your investor CRM
Customize your investor database with a powerful CRM for complete visibility into investor details, activities, and documents.
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Promote transparency with the Investor Portal
Provide a fully branded, white-label portal for investors, ensuring transparency and a personalized experience.
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Distribute personalized investor reports
Leverage the custom statement and auto-generate personalized investor reports, including distribution notices and NAV statements.
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Simplify your fundraising process
Save time on fundraising with prospect management, public brochures, shared data rooms, and custom online subscriptions.
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Who we serve
Leading the market in customer satisfaction
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