メールマーケティングの自動化とビジネスプロセス
インベストグラスの メールマーケティング automation, you can nurture investor relationships effortlessly. Automate personalized email campaigns, updates, and announcements tailored to each investor’s profile, engagement level, or fund stage. Integrated directly into the CRM, every communication syncs with your investor records — ensuring compliance and consistency. From follow-ups to quarterly reports, streamline your business processes with smart workflows that save time, reduce manual errors, and keep your communications professional and timely.
スイス・ソブリンCRM
Built and hosted in Switzerland, the InvestGlass CRM embodies Swiss precision, privacy, and reliability. Designed for financial institutions and private equity professionals, it centralizes client data, fund performance, and communication history in one secure environment. With fully customizable fields, advanced segmentation, and AI-driven insights, the Swiss Sovereign CRM helps your team make data-backed decisions while meeting the highest standards of data protection and regulatory compliance — all without relying on third-party clouds.
オンボーディング
InvestGlassは、ファンドマネージャー、リミテッドパートナー(LP)、ジェネラルパートナー(GP)向けに予め構築されたデジタルワークフローにより、投資家とファンドのオンボーディングを簡素化します。書類収集、電子署名、KYC/AML確認を単一のブランド化されたエクスペリエンスで自動化します。当社のオンボーディングテンプレートはお客様のファンドの構造に適応し、設定時間を短縮すると同時に、規制との完全な整合性を確保します。InvestGlassは、新規投資家へのオンボーディングやファンドの拡大に関わらず、スムーズでコンプライアンスに準拠した完全デジタルな旅を実現します。.
プライベート・エクイティのパイプライン
Gain full visibility into your fundraising, deal flow, and investor relationships with InvestGlass Pipelines for Private Equity. Customize each stage of your investment lifecycle — from prospecting and due diligence to capital commitment and reporting. Visual dashboards let your team track progress, forecast capital inflows, and manage investor communications seamlessly. With automation and collaboration tools built in, you can focus less on manual updates and more on closing deals and growing your fund.