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CRM for Private Equity

INVESTGLASS PROVIDES THE TOOLS TO CREATE A SCALING EXPERIENCE FOR PRIVATE MARKETS. RETAIN CLIENTS THROUGH A WHITE LABELLED INVESTOR PORTAL. REDUCE RISK BY CONTROLLING INVESTOR EXPERIENCES FROM START TO INVESTMENT.

Develop your business intelligence
with our Private Equity CRM Software

During the past 10 years, the private market completely changed. CRM technology is used by private equity firms in order to maximize data management, investment strategy, analytics, and reporting.  

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

Pipelines

In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking your entire network from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

Fully flexible CRM

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you’re just getting started or you’re already an experienced user, InvestGlass is the perfect solution for you.

Fund raising Automation

Select contact into a campaign and start engaging with each contact. The campaign will help you focus on your goals, and make sure no contact is left behind. The software provides a streamlined process for fundraising. It includes everything from creating a campaign to tracking progress and engaging with investors. Connect your voice over IP to contact each participant. The software will automate repetitive tasks, leaving you more time to focus on your goals. Measure your campaign success based on commitments and average deal size.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo

    Qwil

  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

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Or call +41 22 518 25 94 (Switzerland)
InvestGlass Portfolio

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