Capital Raising
Attracting new money is the lifeblood of every fund. Fund managers and their service providers know they need an articulate message, thoughtful presentation of performance analysis and professional packaging to make a positive impression with potential investors. In addition, they know that managing the sales opportunity pipeline requires institutional-quality tools to identify target investors, track prospect interactions, create and distribute marketing materials and ensure compliance with proper documentation.
PerTrac products for your needs:
PerTrac Analytics for Fund Managers >
Analytics helps firms determine the most compelling way to position their funds against peers and benchmarks and create professional-quality marketing materials. And with the add-on module, PowerLink, data and statistics can be imported into proprietary models and reports maintained in Excel.
PerTrac CMS for Fund Managers >
CMS enables managers and their service providers to keep critical prospect information organized, email and other communications on track and compliance streamlined along the way.
