DEVELOPED BY FUNDRAISING PROFESSIONALS FOR FUNDRAISING PROFESSIONALS
advinda Investor Cloud
The advinda team deeply understands the need to have up-to-date Private Market Data of institutional investors together with an easy-to-use solution that manages fundraising activities while keeping track of communications and tasks. Thus, advinda was born – the first intuitive CRM solution combined with Private Market Data on more than €100 trillion AUM in the cloud.
advinda CRM simplifies and accelerates the process of raising institutional funds, providing fund managers with an efficient and easily attainable solution. Thus advinda offers seamless investor search functionality and delivers valuable fundraising insights.
FUNDRAISING HAS NEVER BEEN EASIER
advinda Ready-To-Use CRM
advinda’s dashboard gives you a quick overview on all campaigns and their progress. The campaign cluster functionality allows you to easily group campaigns by region, class or team.
- Record tasks associated with contacts or campaigns and schedule due dates.
- Send emails directly from your campaign or contact view and keep a history of all events and interactions.
- advinda’s campaign section enables you to set up campaigns, assign interested Institutional Investors from your contact list and track commitment to investment.
- Gain a 360° overview of your sales activities. Be on top of pending tasks
and track easily commitments to invest.
Create a team account and add colleagues. Assign tasks and have a clear, up-to-date overview of the progress on all campaigns.
- Create seamless connections by simply selecting the contacts from advinda’s updated Institutional Investors’ Database and adding them to a campaign.
- Continue working with your existing contacts by simply adding them to your secure private cloud in advinda CRM. In addition, advinda also offers a specialized support service dedicated to import large quantities of legacy data if needed.
- advinda email integration allows to directly send emails with your existing address. No additional software installation is needed, simply select a contact and click the email button.
- Capture and record all incoming and outgoing emails. advinda makes it possible to keep track and archive all interactions with customers to meet regulatory requirements and compliance.
GLOBAL INSTITUTIONAL INVESTORS AT YOUR FINGERTIPS
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Don’t get bogged down hunting for the right contacts – advinda has already found them for you: