- Document Management
Upload and manage pitch books, PPM, sub docs, performance numbers, investment opportunities and any other documents.
- Email List Management
Create and manage email lists, email prospects based on criteria, such as those who showed interest but went silent. Email archives and maintain information for regulatory compliance.
- Contact Management
Store any and all information regarding prospects. Log phone calls, classify conversations into categories and manage more prospects with less effort. Upgrade from storing information in Microsoft Excel, Outlook, or other systems that lack features specific to the alternative asset industry.
- Permission Management
Assign who gets access to pertinent information. Ensure that sensitive materials are seen only by authorized individuals. Prevent printing and saving.
- Investor Management
Store information at the investor level, such as investor classifications, lead source, gatekeepers and financial advisors.
- Activity Report Management
Monitor logins, document access and much more.
- Risk and Regulatory Management
Store and track who said what to whom and when. Monitor which prospects accessed information, and maintain data for compliance and regulatory requirements.
See how life is better at Investment Café. Call (212) 213-0153 or email
information@investmentcafe.com for an online presentation.
