We have a clear vision of FundPortal’s role, sitting at the heart of our clients’ marketing and investor relations operation. With this latest major update, we are now the hedge fund CRM for our clients, providing the automation, tracking and visualisation that will underpin their growth strategies.

Companies and deals

Companies can now be created in FundPortal, and contacts can be added and associated with companies. This lets fund managers build a picture of their investor and prospect organisations, and visualise activity and engagement.

Deals can be created against the company record, and assigned a probability. This gives fund managers a meaningful estimation of the potential investment pipeline and ensures they focus their efforts on the right deals.

 

Tasks

FundPortal users can now create and assign tasks, helping them to capture, monitor and advance their workload.