Building a Stronger Investor Relations Machine

Downloadable Resources

Tasked with crafting a compelling story — about fund performance, portfolio company enhancement, and strategic value — IR and fundraising professionals struggle with synthesizing scattered data streams. When it comes time to document historical conversations, fundraising information, deal pipelines, or other relevant data, they’re left searching through spreadsheets and email chains.

 

Dependent on old general-use applications like Microsoft Excel, IR professionals lack access to the sophisticated capabilities of modern solutions — including viewing data in dashboards and creating preformatted reports — making it nearly impossible to capture the full picture of each LP relationship in a timely manner. To facilitate smooth operations and effective communications with LPs, IR teams need purpose-built technology that provides a single source of truth when storing and visualizing their data.

 

Download our whitepaper to learn how IR professionals can strengthen LP relationships
and close deals faster in the capital markets by leveraging DealCloud.

 

Fill out the form below to access the whitepaper:

Next Article

Author:

Kari Lukovics Hughes

Related Posts:

[CASE STUDY] NGP Energy Capital Management [CASE STUDY] FMI Capital Advisors Five Questions to Ask Your Deal Conflicts Software Provider
Top