Eye-catching dashboard for the list of your prospective investors, fully configurable by the user
e.g: country of investor, follow-up of actions with this investor, forecast commitments.
General information
e.g: contact details, source, type of investor.
One page follow-up of all the actions between your company and the prospective investor
Investment background of the prospective investor
Follow-up of documents: list of all documents sent and to send to each prospective Investor
Automatic invitations to certain groups of prospective investors
Automatic Internet search, storage and classification of updated news relating to each of your prospective investors
Capture of all high-potential investors to your specific fund, as per user-defined matching criteria
