Fundraising and managing LP relationships is sophisticated and entails many transferring elements. Rising AUM, significantly in case you’re concentrating on a bigger, extra various base of LPs, will inevitably require scaling your processes and workflows.
On this complete purchaser’s information, we discover the crucial options, benefits, and key concerns that non-public capital companies should assess when selecting an investor relations platform. We cowl important parts comparable to a Buyer Relationship Administration (CRM) system, knowledge rooms, and investor portals, in addition to digital marketplaces designed to streamline investments from wealth channels. Our examination delves into the elemental components a contemporary, purpose-built investor relations tech stack ought to embody, guaranteeing you possibly can elevate your investor relations technique to new heights.
Merely enter your particulars beneath to obtain your copy in an interactive PDF format. Be sure you tick the advertising consent to obtain an e-mail with the Excel model.
We hope these user-friendly paperwork allow you to monitor your course of effortlessly.
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Record compiled by Charlie von Moll, Head of Chunk Stream, and Risi Bello, Head of Product.
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