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Raise capital faster and exceed your investor’s expectations with Salesforce

Updated: Nov 15, 2021

Hedge funds, private equity and commercial real estate can’t merely rely on their performance as a key driver for investor stickiness. We see more funds are looking into the efficiency and precision of investor relations teams to exceed evolving needs of their investors and create a competitive edge.

Innovate your investor relations in two steps

We have designed and implemented a two-step solution for several alternative investment managers in Europe and Asia. First, you need to enable your investor team with tools to help them accelerate and strategize fundraising. Second, you need to give your investors a tool that enables them quickly and easily access major information without overwhelming your teams with ad hoc calls and questions.

Accelerate and strategize your fundraising

IRM (Investor Relations Management) becomes essentially one of the key leverage that most fund managers look into when improving investor relations’ efficiency and precision. Particularly, investor relations management helps answer some of the most fundamental questions every professional organization should be asking:

- What is the fundraising level and how much left to achieve certain goals?

- What are the neglected fundraising opportunities?

- What fundraising pipeline do we have per fund?

- What’s the relationship strength between contacts and who could help us introduce to whom?

Give your investors the freedom to get the information they want, whenever they want it

As a fund manager or COO, once you build up a great investor relations team and make the team more efficient and precise using CRM technology, it’s time to have a look at the next challenge we commonly see on the market. Many investors demand real-time and secure solution to help them check their investments reports or access investment information whenever they need. On the other hand, self-service is an excellent way to give your team more time for fundraising. With an investor portal built on Salesforce, you and your team can now focus their energy on pitching your new funds or following up with new prospects, rather than looking for and pulling together reports on an ad hoc basis.

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