Strengthen Your Investor Relations Strategy With a Purpose-Built CRM

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As the market becomes increasingly competitive, it’s more important than ever for investor relations (IR) and fundraising professionals to have a strong investor relations strategy — especially when the time comes for capital calls and deal roadshows. Firms need to synthesize complex data around performance and progress towards fundraising goals to make better-informed decisions and attract potential clients. However, without the use of a purpose-built investor relations CRM, IR professionals can’t effectively develop and deliver these progress reports — and, consequentially, are unable to build or execute a strong investor relations strategy.

 

DealCloud’s investor relations software lets IR teams harness the cumulative intellectual capital of their people and processes to create a stronger investor relations strategy. The DealCloud platform provides a single source of truth to help teams manage relationships with limited partners (LPs) and easily connect with external solutions and third-party data providers.

 

Understand The Market

 

IR teams of all sizes require transparency, yet many teams within large alternative investment firms struggle with this crucial element. IR professionals from these firms typically focus on different asset classes and funds and operate within their own groups, so they often don’t coordinate or communicate effectively with other colleagues. These divisions lead to continuous missteps, including instances of multiple IR professionals reaching out to the same prospective investor, causing the firm to appear disorganized and unprofessional.

 

In DealCloud, IR professionals can track every interaction, then coordinate and assign coverage to avoid investor communication mishaps. Professionals can also determine the strength of an investor relationship by viewing the relationship score.

 

When IR professionals use investor relations software like DealCloud that offers a 360-degree view of the firm and its investments, they’re better equipped to gain deeper insights into existing relationships, communicate with investors, and make better-informed decisions on new investors.

 

Tell Your Story

 

DealCloud’s data-powered investor relations CRM is specifically designed for financial services firms to provide IR teams with the insights they need to expedite decision-making and win limited partnerships. No matter the size, strategy, or location of your fund, you can easily configure DealCloud to align with your current business processes. Most importantly, DealCloud aligns with industry best practices to ensure your team can execute at the highest level.

 

Stay Organized

 

As firms implement automation and improve data access, IR professionals can improve their investor relations strategy by devoting more time to cultivating existing investors and building connections with new prospects.

 

In DealCloud, users can view their top LPs.

 

Typically, IR professionals are prepared to answer 90% of the questions that LPs ask during the fundraising phase. However, responding to the last 10% often requires hours of research and number-crunching. Powerful integrations combine proprietary data with third-party data sources like Preqin, PitchBook, and S&P Global Market Intelligence. These sources are embedded into the DealCloud platform, eliminating the need to manually search for information.

 

For in-person and virtual road shows and conferences, IR professionals and fundraisers can rely on automation to vastly simplify and expedite the planning process. By using a solution like DealCloud, IR teams can automate the production of briefing books, charts, and graphs for LP presentations, leave-behind materials, and follow-up communication. In today’s fast-paced environment, it’s critical to support your firm’s success with purpose-built technology that puts data intelligence in the palm of your IR professionals’ hands.

 

Choose the Right Investor Relations CRM for Your Firm

 

Modern firms enjoy access to a wealth of capital that they can leverage to build stronger IR teams. The addition of technology helps staff access and deploy data to better reach investors, while ensuring that larger teams aren’t duplicating effort and smaller teams aren’t vulnerable to disruption when IR leads depart the firm. The most successful IR firms have embraced technology to track and organize activities, streamline communication, and manage the flow of information. A firm’s IR best practices should be visible throughout the systems that support the team every day.

 

Systemizing foolproof relationship management mandates a purpose-built solution like DealCloud. DealCloud centralizes your firm’s most critical proprietary and third-party data, providing firmwide access and visibility into the data and insights required for quick decision-making. DealCloud’s investor relations CRM is easy to use, whether you’re accessing our next-generation mobile app, cloud-based desktop application, or email inbox integration. No matter your firm’s size, strategy, or operating model, the DealCloud platform allows dealmakers to access a single source of truth that simplifies data management.

 

Schedule a demo to learn how DealCloud’s purpose-built investor relations CRM can help you efficiently manage complex relationships and fundraising, stay competitive, and build a stronger investor relations strategy. 

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Author:

Olivia Simons

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