Offer an ultimate transparency into alternatives

Portfolio Management and Direct Investment Monitoring

Get a high-level overview of your portfolio companies. Quickly see how much capital is utilized, what the expected returns are and easily evaluate overall risk. Keep track of which existing portfolio companies require additional funding, who has enough capital to grow and which company will require additional capital deployment in the near future.

All Devices

Pipeline and Deal Flow Management

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.

Teamwork

Keep Track of Files and Notes

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

Integrations

Save time with integrated e signature partners

Signing documents with an e signature is key for LP and GP looking to save time and be more efficient in fundraising campaign

250CHF
Per month per Advisor License

Get InvestGlass Today

InvestGlass offers a streamlined solution for wealth and asset managers.