Stay on top of your deal flow cycle thanks to smart tagging and a powerfull CRM. Make weekly partner meetings easier to manage thanks to Leads.
Store key documnents into InvestGlass and build Call report linked to these documents. Store different versions of their decks. Always review the latest file versions and never lose track of notes or insights about a specific prospect thanjs to InvestGlass Call Report
Signing documents with an e signature is key for LP and GP looking to save time and be more efficient in fundraising campaign
InvestGlass offers a streamlined solution for wealth and asset managers.