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.
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InvestGlass CRM Kanban View Market

Challenge

During the past 10 years, the private market completely changed. A new generation of clients are looking for a new way to interact with their bankers and this very special as a class which is private equity. Private equity and club deals are entering into a new democratic era. The challenge is to harvest this quantity of contacts while focusing on quality investments.

Solution

Acquire

Leverage InvestGlass digital forms to capture new leads from your website. Simply import your existing contacts with an excel spreadsheet or connecting your favorite business card scanning application. Connect the API to your data sources Pitchbook, Preqin, Refinitiv, or Bloomberg.

Engage

Build sales pipeline to launch your fund campaign and engage with smart investment ideas in the right time. All engagements are easily captured into contact reports to make sure your team never forget prospects. From the market page you will show your latest deals. With bespoke buttons and forms you will capture each interactions and interests of your investors to speed up funding campaigns. 

Retain

Build your own digital portal and collect all information your investors are expecting to see. InvestGlass portal is fully customizable. With InvestGlass forms and InvestGlass marketing tools you will send either targeted messages as well as surveys. Monitor clients’ interests with no efforts to increase their conversion.

Grow

As you grow, InvestGlass offers marketing automation and sales automation tool to multiply your capabilities without multiplying your team. InvestGlass compliance and portal are fully automated to reduce manual workload.

Scaling YOUR PRIVATE MARKET BUSINESS?

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