The Features You Need,
Right At Your Fingertips
Easy Data Export
We have added the functionality to export selected accounts and contact data. Just filter the data to your liking and download the data to further use it in Excel or your own CRM system.
RFP Portal
Requests for proposal (RFP) are of increasing interest when looking for the right investors. advinda allows their clients to access a multitude of RFPs from within the app with the ability to filter and sort by various criteria including: Country, Asset Class, Investment Region and Focus.
Detailed Activity Report
advinda now 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 now 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 now 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 now remove all filters at once to see the full list of investors after performing a detailed search.
Ready to Experience the New
advinda SalesStudio PRO?
Request a free demo today and find out more about advinda and how to facilitate your capital raising process as much as possible.