Solutions for Investor Relations
Fundraising deal tracking, placement agent management, advanced note taking, automated reporting…
DealFabric is built for Investor Relations teams and has been proven over several years by dozens of clients.
Fundraising & investors
Fundraising
Track your fundraising deals and manage your investor relations.
Investor types
Tell your investors apart, whether they are Corporates, Individuals or Funds of funds, and track the financial vehicles they use.
Investor relations
Track your fundraising deals and manage your investor relations.
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.
- Fund by fund, track your fundraising deals.
- Track your LPs by investor type, Individual, Corporate or Fund of funds, and follow the KPIs that matter to you.
- Automate your reporting and get more out of your relationships with your contacts.
Placement Agent management
Manage your business relationships efficiently.
- 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
Store, organize and share your notes and documents exactly the way you want.
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 CRM. Manage your documents and share them with whoever you want, even without a CRM license.
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 use cases.
Reply within 24 hours
