5 Reasons to Reconsider Salesforce for Fund Management
Why the leading CRM needs a little more for alternative investing. Many firms end up reaching out to us after having tried using Salesforce out-of-the-box and find that it doesn’t work for fund management. Altvia’s product, AIM is a platform built within...Are You Personalizing Your Investor Relations Communications?
Capital markets tend to be in a continual state of evolution. With new regulations, unsettled international economies, shifts in investor goals, and new approaches to decision making, 2019 is likely to be another year of significant change. As a result, firms will...Service Secrets that Lead to Repeat Investments
Service — this is where best-in-class firms truly differentiate themselves from the competition. Instead of creating a more tactical management style, these savvy firms strategically position themselves to become less about “doing things right” and more about choosing the “right things to do” for their investors.
How to Keep Your Investors Coming Back for More
Once you’ve raised the money for the fund, you may feel that the hard work is over. But even though you’ve secured and committed the business, you’re still only halfway to a successful investor relationship. The truth is that the real work is just beginning. The worst thing a firm can do is behave like their job is done once they’ve closed an investor.
How to Close a Fund Quickly—Reduce Friction
As a GP during the closing stage, how you share, store, and sign key documents is an opportunity to provide excellent service and build a strong relationship with investors. Using technology to support all of the necessary back-and-forths when signing agreements and sharing documents can provide your firm with a competitive advantage. To build trust with your investors, this document-heavy stage must be as painless as possible.