CRM, INVESTOR RELATIONS, DEAL PIPELINE & FUNDRAISING

AltaReturn’s CRM Solution is more than just a world class CRM – it provides all of the features and functions needed to support your front & middle office. From your fund raising & marketing efforts to your deal pipeline process – as well as providing everything your Investor Relations team might need to keep your Investors completely up to date.

KEY FEATURES

  • Integrated Investor Relations, Deal Tracking & Fund Raising
  • Native integration with Microsoft Office
  • Full offline capability with Microsoft Outlook
  • Investor Correspondence module for efficient communication
  • Tablet & smartphone ready
  • Document Management – seamless integration with Microsoft SharePoint
  • Activity Tracking – emails, appointments, phone calls & tasks
  • Out of the box solution with ability to customize
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DESCRIPTION

AltaReturn’s CRM delivers more than just the basics of companies and contacts, email addresses and phone numbers – it is a powerful investor database, an integrated fund-raising platform and an engine to power your deal flow process.

Fully mobile, with both tablet and smartphone native apps, your data will always be just a mouse click or finger swipe away regardless of time zone, location or device.

CRM also includes seamless integration with both our Investor and Fund Raising Web Portals so information can be published securely and with ease.

Microsoft Outlook integration is out of the box and, as you would expect, is native so every key email, meeting, task or action item can be captured with just one click. Best of all if you are out of the office and have no Wi-Fi you can use our CRM system off-line and sync back up when you are next on-line.

Functions by client focus

  • Deal pipeline tracking and reporting
  • Fundraising
  • Managing investor relationships
  • Deal pipeline tracking and reporting
  • Fundraising
  • Managing investor relationships
  • Integration with Microsoft Outlook
  • Manager due diligence
  • Managing investment relationships
  • Manager due diligence
  • Tracking of investment sources
  • Managing investment/investor relationships
  • Native Microsoft Office integration (Excel, Outlook & Word)
  • Deal pipeline tracking and reporting
  • Underlying portfolio company information
  • Fundraising
  • Fundraising
  • Managing shareholder relationships
  • Manage investor & shareholder relationships
  • Automated investor mailing
  • Manage due diligence (KYC, AML)
  • Compliance (FATCA & Form)
  • Company secretarial activity
  • Underlying portfolio company information
  • Content/Document management
  • Customizable screens and workflows

Have any questions? Ask our experts!