CRM - Investor Relations, Fund Raising and Deal Tracking

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AltaReturn’s CRM includes far more than just the basic email addresses and phone numbers: it is a powerful investor database, an integrated fund-raising platform, and an engine to power your deal flow. Through a web browser, you can access details on the investors in your fund, information on the investor’s fiduciaries, in-depth data on portfolio companies you invest in, and detailed views of relationships amongst contacts and firms. Workflows and opportunity tracking let you manage fundraising and deal pipelines with ease, while building in consistency and compliance with your firm’s processes and best practices. Leveraging Microsoft technology, AltaReturn’s CRM provides 100% compatibility with MS Outlook and the MS Office suite of products. You can even access the full CRM functionality from within Outlook, without the need to open a separate application. You gain a world of functionality within an interface you already know, and it dovetails with popular mobile devices.

Key Features

Our fully integrated system provides a workflow driven approach to portfolio management, partnership accounting and CRM, with intuitive yet sophisticated modules including:

  • Outlook integration allows for the collection of key data via an established interface
  • Mobile support, including Blackberry, iPhone, and Windows Mobile
  • Integration capabilities with your accounting provider, whether external or internal
  • Manage the same data from fund raising prospect to committed investor
  • Role based, granular security for personalized views of available information

Key Benefits

  • Improve investor experience by reducing time needed to answer questions
  • Increase ability to pinpoint and follow through on opportunities
  • Enhance productivity by consolidating contact information to a single location

Product/Service details

Geographic Availability
Asia-Pacific, Europe, Middle East, North America, South America