이메일 마케팅 자동화 및 비즈니스 프로세스
인베스트글래스의 이메일 마케팅 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.
스위스 소버린 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.
사전 구축된 온보딩
InvestGlass는 펀드 매니저, 유한책임사원(LP), 무한책임사원(GP)을 위해 미리 구축된 디지털 워크플로우를 통해 투자자 및 펀드 온보딩을 간소화합니다. 단일 브랜드 환경에서 문서 수집, 전자 서명, KYC/AML 확인을 자동화할 수 있습니다. 당사의 온보딩 템플릿은 펀드의 구조에 맞게 조정되어 설정 시간을 단축하는 동시에 규정을 완벽하게 준수합니다. 신규 투자자를 온보딩하든 펀드를 확장하든 InvestGlass는 원활하고 규정을 준수하며 완전한 디지털 여정을 제공합니다.
사모 펀드용 파이프라인
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.