Let's start in an AI-Driven Product Era Together with advinda
Leverage our comprehensive database of investors, powered by artificial intelligence, to make it the best place to find the right investors for your fundraising efforts.
Discover the Power of SalesStudioPro
Easy Data Export
We have added the functionality to export selected accounts and contact data. Just filter your mapped investors data and download the data to further use it in Excel or your own CRM system.
Detailed Activity Report
advinda provides an extensive activity report of all your tasks related to a specific campaign. This allows you to get a perfect overview of the different activities, grouped by level of interest and investor account.
Improved Sales Funnel
To allow for more detail, we added two more levels of interest you can select for your investors. Moreover, these are filterable and their filters are selectable from the dashboard to directly bring you to the campaign with the desired view.
Convenient Search Features
There are certain filters you will want to use repeatedly when looking for investors. You can save these searches under a name of your choice to quickly reuse them at a later point.
Remove All Filters
In addition to selecting and removing filters individually, you can remove all filters at once to see the full list of investors after performing a detailed search.
Make Instant Connections with the top-tier Institutional Investors
Take a sneak peek and make use of our new database additions - The Global Family Wealth!
The Different Types of Family Wealth
OUR METHODOLOGY
Family Wealth packages in Europe are now classified more precisely showing whether they are Single Family Offices, Multi Family Offices or if they are the investment company of a wealthy family.
Asset Allocation details have been vastly increased as well e.g. indicating which sector a private equity investor prefers to invest in and which regions are targeted primarily. Known investments in the past are also listed.
TOP Choice – DACH
German-speaking countries
- Number of Accounts: 831
- Number of Contacts: 2200 Investment Professionals
- Asset Allocation Details: Investor Descriptions, Investment Focus, Asset Allocations / Investor Preferences, Exemplaric Investments, Source of Wealth, etc…
TOP League – US
- Number of Accounts: 548
- Number of Contacts: 1655 Investment Professionals
- Asset Allocation Details: Investor Descriptions, Investment Focus, Asset Allocations / Investor Preferences, Exemplaric Investments, Source of Wealth, etc…
Great Coverage – EUROPE
- Number of Accounts: 1536
- Number of Contacts: 4330 Investment Professionals
- Asset Allocation Details: Investor Descriptions, Investment Focus, Asset Allocations / Investor Preferences, Exemplaric Investments, Source of Wealth, etc…
Very Good Coverage – MIDDLE EAST
- Number of Accounts: 170
- Number of Contacts: 340 Investment Professionals
- Asset Allocation Details: Investor Descriptions, Investment Focus, Asset Allocations / Investor Preferences, Exemplaric Investments, Source of Wealth, etc…
Very Good Coverage – APAC
- Number of Accounts: 354
- Number of Contacts: 1155 Investment Professionals
- Asset Allocation Details: Investor Descriptions, Investment Focus, Asset Allocations / Investor Preferences, Exemplaric Investments, Source of Wealth, etc…
Very Good Coverage – LATIN AMERICA
- Number of Accounts: 70
- Number of Contacts: 185 Investment Professionals
- Asset Allocation Details: Investor Descriptions, Investment Focus, Asset Allocations / Investor Preferences, Exemplaric Investments, Source of Wealth, etc…
Ready to Experience advinda SalesStudio PRO?
Request a free demo today and get an advantage of the comprehensive Family Wealth Packages.
