advinda for Institutional Sales

Using advinda will enable you, as Institutional Sales, in all areas of capital raising by providing you with investor intelligence that you can use to your competitive advantage. Track every interaction, every fund, grow your data and better manage your business.

Easy Campaign Management and Monitoring

advinda’s campaign section enables you to set up campaigns, assign potentially interested LPs from your contact list and track commitment to investment. Group your campaigns by country, sales team or fund to gain insights at a glance.

Straight-Forward Investor Mapping

advinda enables you to easily map your dealings with individual contacts. View previous communications and assign contacts to other team members to keep track of potential investors.

advinda Premium Contacts

Work as a Team

Create a team account in advinda and invite colleagues into your team to view the overall progress of campaigns and assign tasks to team members in order to move your projects forward successfully.
As a team manager, gain transparency into your team’s tasks and view up-to-date status reports on all campaigns.

Keep Track of Daily Activities

With advinda you can record tasks associated with contacts and campaigns whilst scheduling and tracking their due dates.
Send emails directly from your campaign or contact view and keep a history of all events and interactions with your contacts.

Try advinda For Free!

Connect faster with relevant investment related Decision-Makers.

TRY FOR FREE

Anywhere, Anytime, Any Device

Available as app for iOS 9 and later, Android 5.6 and later, or via web browser with the latest versions of Chrome, Firefox or Safari.

Technology you can trust

advinda Investor Cloud is a scalable, multi-tenant SaaS (software as a service) solution, built on market leading technology from Heroku, the leading Platform-as-a-Service Provider for app technology. Plus, our data is hosted with Heroku and Salesforce, the world’s leading CRM technology, ensuring near 24/7 accessibility and strong security mechanisms protecting our data and your content.

Safe and accessible

advinda’s app authentication technology and user interface are constructed to restrict access to authorized data only. Plus, all access and modifications are logged. All data transfer is SSL encrypted and application behavior and availability are continuously monitored through industry-recognized solutions.

Getting Started is Easy as 1 – 2 – 3!

Request a free demo and find out how can advinda accelerate your fundraising.

Log in and subscribe to the package that you need.

Download the App to your and your team’s mobile devices, as needed.

Getting Started is Easy as 1 – 2 – 3!

Request a free trial to get access to advinda CRM.

Select and subscribe to your advinda Premium Packages.

Download the advinda App to your mobile devices.

Note: You will need to register your advinda CRM account before you login on your mobile app.  Access your mobile app with the same login details you created for your advinda CRM.

We’d love to hear from you!

Interested in advinda?
Talk to our Sales Team.

  • +49 89 80 91 34 30
    Germany

  • +1 407 680-1180
    United States

  • +44 20 38 75 89 00
    United Kingdom

Need help using our products?
Our Support Team is here to help.

  • +49 89 80 91 34 311
    Germany
    Mo–Fr 9am–6pm CEST