Investment Café® Contact Management
Tailored, flexible and robust, Investment Café’s reporting system and fundraising tools come with a comprehensive contact manager.
What is it?
Web-based fundraising, contact management, CRM and document management tools, all in one.
Who is it for?
- Alternative investment funds and fundless sponsors including private equity, venture capital, hedge funds, fund of funds, real estate and more.
- Firms looking to upgrade from storing information in Microsoft Excel, Outlook, or other systems that lack the features specific to the alternative asset industry.
- Tailored specifically to the alternative asset industry.
- Flexible and robust enough for complex relationships.
- Updates automatically with valuable information not found in other systems.
Store any and all information regarding contacts. Log phone calls, classify conversations into categories, such as fundraising, coinvest opportunities, information requests and more.
Keep all current and historical documents in an online, organized library, easily accessible 24x7x365.
Store information at the investor level, such as investor classifications, tax, wire instructions, gatekeepers, lead origination and much more. Store commitments, sharing percentages, management fees and other critical accounting information.
Create and manage fund families, funds and fund vehicles in a tiered structure.
Reduces effort and errors as it removes the need for manual data entry.