Tailored, flexible and robust, Investment Café’s reporting system and fundraising tools come with a comprehensive contact manager.
Web-based fundraising, contact management, CRM and document management tools, all in one.
- Alternative investment funds and fundless sponsors including private equity, venture capital, hedge funds, fund of funds, real estate and more.
- Firms looking to upgrade from storing information in Microsoft Excel, Outlook, or other systems that lack the features specific to the alternative asset industry.
- Tailored specifically to the alternative asset industry.
- Flexible and robust enough for complex relationships.
- Updates automatically with valuable information not found in other systems.
- Contact Management
Store any and all information regarding contacts. Log phone calls, classify conversations into categories, such as fundraising, coinvest opportunities, information requests and more.
- Document Library
Keep all current and historical documents in an online, organized library, easily accessible 24x7x365.
- Investor Management
Store information at the investor level, such as investor classifications, tax, wire instructions, gatekeepers, lead origination and much more. Store commitments, sharing percentages, management fees and other critical accounting information.
- Fund Management
Create and manage fund families, funds and fund vehicles in a tiered structure.
- Automatic Updates
System automatically updates investor and contact reports when investors or prospects take action in the system. Prevents manual data entries.