Our investor management software and services
Optimize relationships with our comprehensive investor management and communications software.
- Take charge of your own sales pipeline and customer relationship management
- Enhance engagement with a client communication center
- Use our software to efficiently manage your investors and activity with the highest security standards
Sales pipeline management
Our investor management platform helps you view, track, filter and analyse your opportunity and deals pipeline all in one place.
Client communication center
Subscription management
Secure document management
Benefiting from an online investment documents repository, Bite Stream enables you to store important documentation in one single platform. Upload, import and export documents or investor lists securely.
Create and manage investor groups
View and manage user information in one place whilst compliantly engaging with different types of investors through investor groups. Add members to each type of investor you cater to and control the access they have to funds or documents based on their profile.
CRM system
Our built-in CRM system helps to collect, save, and review investor data and profiles, allowing users to input additional collected data, such as bank details. It is investor agnostic, catering to both individual investors and entities. Bite Stream can also integrate with your existing CRM systems.
Frequently Asked Questions
What type of investor engagement can be tracked?
Once they have logged into their portal, investors can easily access all of their activity, including their investment updates, within their portfolio dashboard.
How is all activity tracked and where can I view it?
All activity is aggregated and displayed on the GP dashboard, offering users a holistic view of how and what types of investors are engaging with their products.
What type of client relationship management (CRM) tools are built in?
Bite Stream features an investor-agnostic built-in CRM, collecting all data related to investors, profiles, and subscription information for a seamless, end-to-end user experience. This data can also be extracted by your existing CRM if an integration is facilitated.
I already have a CRM, how would this work with Bite? Would I have to switch?
If you already have a CRM system and don’t wish to switch, we offer numerous APIs that CRM providers can use to extract relevant investor information.
Can you control which investors see an opportunity or group them by qualifications?
Yes, the platform allows users to create and manage investor groups, which can also be used to control their access to funds or documents.
Do we have to use Bite’s subscription documents?
No, the decision of what subscription documents to use is up to each individual client. We digitize and configure each client’s subscription, but if they don’t have any, we have templates we can share.
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