Fundraising and managing LP relationships is complicated and involves many moving parts. Growing AUM, particularly if you’re targeting a larger, more diverse base of LPs, will inevitably require scaling your processes and workflows.
In this comprehensive buyer’s guide, we explore the critical features, advantages, and key considerations that private capital firms must assess when choosing an investor relations platform. We cover essential components such as a Customer Relationship Management (CRM) system, data rooms, and investor portals, as well as digital marketplaces designed to streamline investments from wealth channels. Our examination delves into the fundamental elements a modern, purpose-built investor relations tech stack should encompass, ensuring you can elevate your investor relations strategy to new heights.
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We hope these user-friendly documents help you track your process effortlessly.
List compiled by Charlie von Moll, Head of Bite Stream, and Risi Bello, Head of Product.
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