Add a new dimension of efficiency and control to the fundraising process with Investran CRM and Data Exchange. Use Investran CRM in conjunction with Data Exchange to streamline your front-office fundraising tasks and centralize the management of prospect and investor contact data.

During the fundraising process, Investran CRM tracks each prospect as an opportunity, stores detailed contact information, and archives correspondence, while Data Exchange delivers important fundraising documents to your prospects through a customizable web interface and provides you with the tools to monitor activity and gauge the level of investor interest.

At the end of the fundraising process, seamlessly convert your prospects into investors, introducing them into the portfolio structure, and utilize the platform for investor reporting and data capture.