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| Name of client |
MILLENNIUM FINANCE CORPORATION (MFC) |
| Activity |
Private Placements' advisor |
| Testimonial |
| "We were looking for a specific solution, a software focused on Private Placement activities. We've looked at various CRM tools but we were not convinced. When we met with the DAVIGOLD team and they introduced us to their software Placement Force, we were immediately convinced: it is the perfect tool for Private Placement because it covers all of the many aspects, both on the project side and on the Investor side, helping us to dramatically improve our communication with our clients and targeted investors. We also really appreciated the DAVIGOLD team - very dynamic, professional and quick to respond. We definitely recommend them!" |
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Issue: Purchase a fully integrated solution capable of:
- Properly managing all of their projects (IPO, Private Equity, Project Finance):
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Standardizing the information for each client that is raising money |
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Attributing tasks to each project |
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Following up with all meetings, phone calls, letters, e-mails related to a specific project |
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Instantly receiving a list of selected potential investors per project
MFC wanted to be able to define its own criteria (range of size of investment, geographical preferences, country of investor) that would automatically match the relevant investors for each project; these criteria can be changed at any moment, as defined by the type of project. |
| Solution DAVIGOLD: Project management module |
- Deep analysis of a projects' durations, expenses and fees
| Solution DAVIGOLD: Project management module |
- Acquiring a strong database of potential investors into their projects, either investors already contacted by MFC or simply tracked by MFC through articles, news releases.
This includes the tracking of deep information for every potential investor: investment preferences, last transactions completed.
| Solution DAVIGOLD: Investor module |
- Automatic mass e-mailings, personalized per investor, for updates regarding all relevant news (recent deals from MFC for instance)
MFC should be able to select the relevant mailing list through filters, and to program the sending at any date/any time.
| Solution DAVIGOLD: Marketing & Communication module |
- Capturing all relevant information, from the Internet, 24 hours a day and 7 days a week, concerning their clients and their potential investors (e.g: all recent deals)
| Solution DAVIGOLD: Knowledge Management module |
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