Streamline and accelerate your fundraising strategy with fully configurable virtual data rooms in the Fundraising Portal and flexible pipeline management workflows in the Fundraising Pipeline
Effective fundraising is crucial for investment firms but is often hindered by inefficiencies and fragmented processes. Allvue's Fundraising solution streamlines the capital-raising journey for GPs while delivering a captivating experience for prospective LPs. The Fundraising Portal offers configurable data rooms tailored for each investor—featuring fund highlights, secure document sharing, single-sign on with Allvue’s Investor Portal, and more—all from a single location. The Fundraising Pipeline fully digitizes workflows, allowing GPs to tailor stages and tasks to meet their specific needs. Through this streamlined approach, Allvue ensures a seamless and successful fundraising experience for both GPs and LPs.
Transform the fundraising journey with captivating data rooms on a unified platform for enhanced visibility and seamless management of fundraising, investments, and communications.
Efficiently manage and safeguard sensitive investment details with our secure virtual data room, ensuring seamless distribution, controlled access, and streamlined workflows.
Elevate capital raising by digitizing and streamlining your fundraising lifecycle, leveraging cutting-edge technology to enhance efficiency, optimize processes, and unlock new growth.
As part of Allvue’s Fundraising solution, the Fundraising Portal centralizes access to all active fundraising data rooms while delivering a tailored branded experience to captivate prospective investors. Learn how GPs can confidently transform their fundraising with unparalleled ease, security, and efficiency.
As part of Allvue’s Fundraising solution, the Fundraising Pipeline gives GPs a full 360° view of each prospective investor to help accelerate their fundraising process. Learn how GPs can fully configure and manage their pipeline workflows for enhanced efficiency while gaining unparalleled insights into pipeline progress for increased fundraising success.
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Seamlessly deliver a tailored investor experience by customizing the layout and content across each data room in minutes.
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Securely share important files with prospects and manage user permissions to foster investor trust.
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Track investor interactions and activities across data rooms. Track and analyze pipeline details to optimize investment outcomes.
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Tailor pipeline stages to firm-specific processes and convert team checklists into structured tasks for enhanced efficiency.
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Manage all opportunities and report on prospect pipeline with dynamic dashboards and reports for enhanced decision-making.
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Manage investor and prospect data within a single system for a complete view of relationships and communications.
Built within Microsoft’s enterprise framework, Allvue’s Fundraising solution leverages Microsoft SharePoint and Azure with a multi-layered security stack provided across physical data centers, infrastructure, and operations. Allvue aligns with industry-specific compliance standards, such as SOC1 and SOC2. This provides multiple benefits for our investor portal users, including:
It allows us to leverage Microsoft’s extensive research and development capabilities to keep our users on the cutting edge – even as the cutting edge evolves.
It supports us a cloud-based environment that does not require costly upgrades, unlike many of our competitors.
It offers a modern, intuitive user experience that is already universally familiar.
Allvue’s Investor Relations solution enables private capital managers and fund administrators to oversee the entire investor experience, from fundraising to ongoing reporting. With Allvue’s Fundraising, Investor Portal, and CRM built on a centralized platform, LPs gain a unified experience—from single sign-on, secure document sharing, and streamlined communications through our investor mailings notice generation tool. Unifying the investor relations workstream saves time, allowing for a greater focus on enhancing investor relationships.
As the private equity space has exploded with growth over the last few decades, so has the private equity software landscape. We’re confident Allvue offers the best solution on the market to help you make the most informed decisions for your portfolio.
“At Standish, our goal is to provide our clients with a seamless, customized experience... that’s why we chose Allvue’s solution set. With Allvue, we’re able to quickly and easily meet their needs and requests in a bespoke way.”
Susan Gillick
President, Standish Management LLC
Trusted by private equity, venture capital, private credit, and CLO firms across the globe
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Allvue’s software is trusted by private equity, venture capital, private credit, CLOs, and fund administrators globally.