Fundraising

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InvstGlass

Alternative Investment Fundraising Solution

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If you’re running an alternative investment fund, you know that raising capital can be a challenge. There are many moving parts to the process, from reaching potential investors to managing due diligence and onboarding paperwork. InvestGlass offers a suite of software tools to help you streamline your fundraising efforts. 

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Explore InvestGlass Solutions Below for Fundraising

 

Our CRM system keeps track of your interactions with potential investors, while our document management system helps you keep track of due diligence materials. We also offer a virtual data room for hosting investor presentations and other materials.

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Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

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Pipelines

In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking your entire network from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

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Fully flexible CRM

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you’re just getting started or you’re already an experienced user, InvestGlass is the perfect solution for you.

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Fund raising Automation

Data-driven decision making are critical for success in any fundraising process. However, these days most software used by fundraisers is either too simple and doesn’t offer enough features, or it’s so complex that it’s hard to use. That’s why we developed InvestGlass – a software solution that offers the perfect balance of simplicity and power.

InvestGlass’ automation capabilities are some of the best in the business. InvestGlass takes your CRM and makes it work for you by automating many of the tedious and time-consuming tasks that come with managing a CRM.

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Email and SMS communications

Every successful fundraiser knows that communication is key to keeping potential investors updated and informed about the progress of their fundraising campaign. However, maintaining regular communication can be time-consuming and difficult to manage manually.

InvestGlass provides an easy-to-use email and SMS communications platform that makes it simple to keep your investors updated on your progress.

Email and SMS sequences can be set up to automatically send messages at predefined intervals. This ensures that investors are kept up-to-date on the progress of your campaign, without requiring any manual effort on your part.

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Record permission and Audit

 

Industry regulations compliance is an important part of any business. InvestGlass allows you to grant objects permissions to control the access to your data fields and records. Each object can be set up with a specific level of access to create, read, edit, and delete those records. This level of access will define the extent a user has to manipulate a field record.

Field Audit Trail lets you retain archived field history data up to 10 years from the time the data was archived.

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Relations and Accounts

Relationships, Contacts and Accounts are key components of customer relationship management. Clearly, the details needed as well as the accessibility to said details can be used for assessing the quality of a CRM.

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Calendar

 

InvestGlass’s Calendar is a great way to keep track of all your clients’ meetings in one place. The Calendar automatically generates all your clients saved meetings into one generic calendar, so you don’t have to miss a beat. You can also add, edit, or delete events manually. InvestGlass also categorizes events by customizable colors, so you can easily keep track of what’s going on. And if you need a little privacy, InvestGlass also has a clients-only calendar. So check it out today!.

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Tasks

InvestGlass task automation can help you keep track of the required actions and, if chosen, get a reminder in your calendar. Tasks may be created around four focus objects: Account, Contact, Portfolio, and Security/Product. A task can be prioritized, connected to a pipeline, and assigned to any member of your team. This allows you to keep track of the required actions and, if chosen, get a reminder in your calendar. InvestGlass automates the tasks for you so that you can focus on other things. Additionally, InvestGlass offers templates for different types of tasks, which makes it easy to get started. InvestGlass is a great tool for anyone who wants to save time and be more organized.

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Fundraising Campaign

Select contact into a campaign and start engaging with each contact. The campaign will help you focus on your goals, and make sure no contact is left behind. The software provides a streamlined process for fundraising. It includes everything from creating a campaign to tracking progress and engaging with investors.

Connect your voice over IP to contact each participant. The software will automate repetitive tasks, leaving you more time to focus on your goals. Measure your campaign success based on commitments and average deal size.

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