Visually query more than 40+ family office filters to narrow down your investor search results.
Build tailored roadshow lists based on the investors location and their allocation preferences.
Tailor each dossier specifically for your firm by pulling and highlighting the most relevant information. All highlights can be viewed across your entire team or kept personal within your account.
Create a string of comments and notes on each highlight to easily collaborate across your team members to ensure no prospect falls through the cracks.
Log all meeting and call notes for each of your prospects. Then create follow up tasks to further enhance your workflow.
Organize and sort your prospects by creating custom fields, allowing you to better tailor the platform to your workflow and specific needs.
Assisting hundreds of financial investment companies