Özel sermaye fonu yönetim yazılımı
InvestGlass ile Karmaşık Fon Yönetimini Basitleştirin
E-posta pazarlama otomasyonu ve iş süreçleri
InvestGlass'ın e-posta pazarlama 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.
İsviçre Egemen 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.
Önceden oluşturulmuş onboarding
InvestGlass, fon yöneticileri, sınırlı ortaklar (LP'ler) ve genel ortaklar (GP'ler) için özel olarak tasarlanmış önceden oluşturulmuş dijital iş akışları ile yatırımcı ve fon katılımını basitleştirir. Tek ve markalı bir deneyimle belge toplama, elektronik imzalar ve KYC/AML doğrulamasını otomatikleştirin. İlk katılım şablonlarımız fonunuzun yapısına uyum sağlayarak kurulum süresini kısaltırken mevzuata tam uyum sağlar. İster yeni yatırımcılar alın ister fonunuzu genişletin, InvestGlass sorunsuz, uyumlu ve tamamen dijital bir yolculuk sunar.
Özel sermaye için boru hatları
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.