advinda for Senior Management

Using advinda will enable you, as Senior Management, to stay focused on capital raising on behalf of your firm. By looking at the aggregated advinda dashboard view you always have a bird’s eye view on your campaigns’ progress without going into the details of each account.

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.

Dashboard View

advinda’s dashboard view gives you a quick overview of all campaigns and their progress. The campaign cluster functionality allows you to easily group campaigns by the aggregated view you need, be it regional, by class or by team.

advinda Premium Contacts

Support Compliance and Regulatory Obligations

advinda enables you to keep all fundraising activities in one place. Store your data in line with compliance and regulatory obligations, ensuring that all communications are tracked.

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