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CRM for Private Equity

InvestGlass is a powerful private equity CRM platform that streamlines activities, manages investment opportunities, and optimizes returns while reducing risks. It offers scalable private market tools, including a white-labelled investor portal, to retain clients and control investor experiences while safeguarding data privacy and compliance with changing regulations.

Simplify Your Workflow
From Start to End

Introducing the first Swiss CRM designed for private equity firms to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns end-to-end. With the private market landscape changing significantly over the past decade, CRM technology is now a critical tool used by private equity firms to maximize data management, investment strategy, analytics, and reporting.

InvestGlass Workflow
digital onboarding

Digital onboarding

InvestGlass’s digital onboarding feature simplifies the process of collecting information from new prospects and existing clients. Digital forms and electronic signatures save time and eliminate the need for printing or mailing forms. A valuable tool for private equity firms looking to streamline their onboarding process.

Sales pipeline and deals

InvestGlass’s pipeline functionality empowers private equity firms to track the entire network from beginning to end, gain insights, and make informed decisions. By staying organized and monitoring progress, it becomes easy to forecast and plan for growth confidently, backed by data.

Flexible CRM

InvestGlass is a flexible CRM that can be easily customized to meet the specific needs of your private equity firm, even without prior knowledge of coding. You can customize standard tabs, add custom fields, and set page layouts. It also offers a wide range of reports and dashboards to track progress and make informed decisions. Whether you’re new or experienced, InvestGlass is the perfect solution for your private equity firm.

InvestGlass Automation

Automated workflows

InvestGlass’s campaign feature allows private equity firms to select and engage with each contact while tracking progress towards goals. The streamlined fundraising process includes creating campaigns, engaging investors, and tracking progress. It also automates repetitive tasks, allowing more time to focus on goals, and measures campaign success based on commitments and average deal size.

InvestGlass Portfolio Management Software

Beyond the Swiss CRM – leverage a full PMS

InvestGlass offers a full PMS solution that is designed for financial professionals, with features to manage portfolios, retain customer data, and assess performance against peers. It is ready to be connected to banks and brokers’ sources, providing a comprehensive solution for private equity firms.

Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server
  2. Built-in template for financial institutions
  3. Capture more leads

  4. Help you close deals faster
  5. Respect regulatory frameworks
  6. Automate sales tasks
  7. Support your customer communication
  8. Create customized sales reports