Workflows

Fundraising

Front-office users can enhance the effectiveness of their fundraising efforts utiliizing Investran's powerful global search tools, 360° relationship management tracking capabilities, customized business rules and centralized document management. These capabilities give users complete control over how data is viewed, captured and reported, through a more intuitive web-based interface, providing a big picture view of available fundraising opportunities.

• Search across all Investran CRM date from investments to investors to opportunities utilizing the Global Search function
• Track contact relationships between investors, deals and opportunities, even for roles played in multiple entities, to get a complete picture of an individuals relationships.
• Enhance productivity on the road by tracking notes, emails, meetings and tasks for investors and issuers
• Utilize the "generator" tool to electronically create individual prospect investor records tied to a fundraising campaign, and based on a target list. Target lists can be created for subsets of individuals or organizations and maintained in the Investran database.