advinda Investor Cloud accelerates the identification of suitable Institutional Investors with the launch of its new major feature.
advinda Investor Cloud, the first Fundraising App combining a CRM solution and Private Market Data, is now releasing a new feature designed to deliver sophisticated investor mapping.
Munich, Germany | 26.09.2019; advinda Investor Cloud GmbH, the first CRM-based solution integrating a collection of updated global institutional investor contacts, is announcing the launch of its latest feature:
Performance and simplicity that just works
“Lack of market transparency and knowledge are underlying factors compromising smooth and professional fundraisings,” said Eva March, Founder, and CEO of advinda Investor Cloud. “advinda offers a facilitating seamless ready-to-use solution which can address these, as well as other common pain-points effectively.”
advinda Investor Cloud, with its groundbreaking CRM solution, has been making fundraising easier for the last two years. Designed by professional capital raisers, advinda’s CRM is developed on validated best practices and ―in comparison to other alternatives in the market,― it requires no installation, no customization, and minimal training downtime. Also, advinda offers a built-in Private Market Data, which is a subscription-based component that provides access to valuable insights from a universe of frequently updated global institutional investors.
New Feature launch: Asset Allocation and Investor Preferences
advinda’s latest feature is designed to facilitate Institutional Investor mapping for high-complexity landscapes. It aids Investor Relations Professionals and Fundraising Professionals by providing deep-dive research containing trends and developments regarding the structure, asset allocation, performance, and balance sheet figures of institutional investors. Other facilitating functionalities include:
Sophisticated Filter Function: identifies suitable Institutional Investors by filtering according to the criteria which best defines the target (Investor Type, AUM, Region, and Asset Allocation Mix).
Detailed Account Profiles: provides a profile report about each account containing actual and historical data (up to five years) including AUM, Investment focus/ structure, Auditor, and Investment Consultant.
advinda’s sleek and user-friendly interface, now combined with this new feature allows the user a systematic overview of the different investor groups covering pension funds, insurance companies, corporates, and saving banks.
Starting today, advinda users can tackle fundraising difficulties as the lack of market transparency and high fragmentation by subscribing to their Private Market Data and accessing a German-speaking Institutional Investor scene containing the best available data from over 500 financial institutions managing €3 trillion. Furthermore, advinda Investor Cloud reportedly is set to release their “Asset Allocation Mix and Investor Preferences” feature for other regions later this year.
About advinda Investor Cloud
advinda Investor Cloud offers the first simple CRM solution combined with proprietary private market data on more than EUR 68 trillion AUM in the cloud. advinda’s international team of software innovators, researchers and capital raisers from leading investment placement agent, DC Placement Advisors (DCPLA) gathers more than 100 years’ of combined experience connecting with institutional investors and serves capital raisers and investor relations professionals over the world from its headquarters in Munich, Germany, and with offices in New York and Hong Kong.