Investor Relations
Stay on top of your investor relations by getting detailed insights into your customers, segmenting target groups and interacting at the right time.
Customer Relationship Management
Better Investor Relations
Get in touch with the relevant investors at the right time based on the data you have and close your next deal faster.
- Detailed insights:
- Smart filtering, automation rules, dynamic investor lists, and enhanced search capabilities give you a crystal clear view of your data at all times.
- Central communication:
- Log, track, and classify all investor communications, whether email, phone calls, or requests from within the platform.
- Better workflows:
- Manage team members, assign tasks, and create workflows by running tasks at scale for various investor groups, and send emails or notifications with one click.
Explore more Products
Investor Relations
Manage investor relationships, from initial interest to distributions and everything in between, with a CRM tailor-made for investment management.
Reporting
Generate quarterly reports within seconds. Eliminate manual work and human errors using our AI supported templates, branded with your company.
Data Room
Centralize all documents in one secure space, with full control over access and visibility. Allocate documents to different investors, entities, and assets, and enable e-signing from within the platform.
Portfolio Monitoring
A beautiful, easy-to-use, and secure platform that gives you more transparency and increase your investors satisfication. Stay engaged and up-to-date with your investments and make informed decisions.
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Let's manage your investments together. Get in touch and let's talk about your needs.
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Frequently asked questions
If you still have questions, please read our FAQ to get all the information you need. Additionally you can contact our team.
What is a Commercial Investor CRM?
A CRM for Investors is a specialized software designed for investment firms. It centralizes investor data, including contact details, interactions, and portfolios. This tool streamlines managing investor relationships, facilitating easy access to information, and enhancing communication.
Who Benefits from a Commercial Investor CRM?
This CRM is ideal for General Partners and firms focusing on investment funds. It aids in efficiently managing investor relationships, tracking investments, and organizing investor data.
Why is a Investor CRM Crucial for investment managers?
A Investor CRM boosts operational efficiency, enhances communication and collaboration, improves lead management with data-driven insights, and streamlines marketing efforts.
How Does a Commercial Investor CRM Aid in Deal Closure?
It organizes investor data and communication, effectively manages the fundraising pipeline, maintains detailed investor profiles, automates tasks, and offers data-driven insights. This results in strategic deal-making and timely deal closures.
Key Features of Commercial Investor CRM Software:
Streamlines the storage and organization of contact details, offering dynamic investor lists based on various criteria. Facilitates team collaboration on investment-related tasks, with reminders and task tracking. Integrates communication tools for efficient investor interactions. Effective CRM is part of a broader investment management platform, including an Investor Portal, data management, tax reporting, and distribution tools.
What Does a Commercial Investment CRM Cost?
Pricing varies based on features and quality. It`s beneficial when integrated as part of a comprehensive investment management solution. Layest offers its CRM as part of its Investment Management Platform, starting from €599/month, including an Investor Portal, Document Center, and Fundraising Enablement Tools.