Solutions for Investor Relations
Manage your fundraising, your LPs and your Placement Agents in one place, with reporting that updates itself.
Built for Investor Relations teams, DealFabric has been proven over several years by dozens of clients.
Fundraising & investors
Fundraising
Every LP, every ticket, every follow-up, tracked from first contact to closing.
Investor types
Distinguish between your investors, whether Corporates, Individuals or Funds of funds, and track the vehicles they invest through.
Investor relations
See the full history of every LP: interactions, meetings, documents and commitments.
Fundraising pipeline
Centralize and track all your fundraising deals according to how far along they are.
Action plan
Set the actions for the week and track how they are delivered with indicators updated in real time.
Get ready for your next fundraise
Your investors, your funds and your reporting, all in one place. Take 30 minutes with a private equity CRM specialist, on your use cases.
Steer your entire fundraising effort
Track your funds vehicle by vehicle and manage your Placement Agents from a single environment. Every euro committed is tied to its fund, its LP and its introducer.
Fund Management
Track your fundraising activity precisely, investment vehicle by investment vehicle.
- Track your fundraising deals, fund by fund.
- Analyze your LPs by investor type and follow the KPIs that matter to you.
- Automate your reporting and keep a complete history of every relationship.
Placement Agent management
Run your network of introducers from a single tool.
- Record your Placement Agents and the deals signed with them.
- Keep precise track of their “territories” and their exclusivities.
- Let them declare and follow the leads they bring you, simply and with no risk.
Native Office 365
Document and note management
Pitch decks, DDQs, meeting notes: everything is linked to the right LP and the right fund.
Shared access, with or without a license
Your libraries stay accessible to Microsoft users and DealFabric users alike. Organize your document management by team, by deal or by company.
OneNote, SharePoint and Teams, natively integrated
Your Microsoft tools work directly inside DealFabric. Your notes and documents stay where your teams already work.
Collaborate in real time
Chat, start audio or video meetings, and work on the same document together, internally and with your counterparties.
See DealFabric running on your own deals
30 minutes with a private equity CRM specialist, on your own use cases.
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