Developed by Fundraising professionals for fundraising professionals

advinda Investor Cloud

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 $68 trillion AUM in the cloud. 

advinda helps Fund Managers achieve success by accelerating the process to find and connect with the Institutional Investors they need.

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 $68 trillion AUM in the cloud. 

advinda helps Fund Managers achieve success by accelerating the process to find and connect with the Institutional Investors they need.

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 with advinda’s proprietary Private Market Data or leverage from your own contact data.
  • 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.

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 with advinda’s proprietary Private Market Data or leverage from your own contact data.
  • 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

Subscribe and Start Fundraising Today

Don’t get bogged down hunting for the right contacts – advinda has already found them for you:

Global Institutional Investors at your fingertips

Subscribe and Start Fundraising Today

Don’t get bogged down hunting for the right contacts – advinda has already found them for you: