Keep a single-source of truth of your contacts

Manage your contacts in your CRM, with a two way-contact sync to keep your data organized

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Overdeliver on investor expectations

Attract

Create and share your offerings to build investor pipeline.

Onboard

Deliver a simple and accessible self service experience.

Manage

Streamline the management process with simple and automated workflows.
Unify contacts with your CRM

Sync Contacts behind the scenes

  • Ensure your contacts and relationships are always up-to-date, regardless of which platform they interact with
  • Better understand your investors to build better relationships
Event tracking

Get the full picture

  • Gain a consolidated view of investor’s key actions, downloads, page views, and activities directly in your CRM
  • Better understand your investors, activities and friction points so you can personalize your messaging

Ready to see how it works?

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Join the GPs getting ahead of the curve