Investor & Investment
Management

Optimize investor engagement and relationship management with our comprehensive CRM software

Transform your investor data

Allvue’s Investor & Investment Management Software solution empowers today’s investor relations and deal professionals with the tools they need to maximize their most important assets. Enhance your investor relationship management with a CRM that tracks prospects, investors, and deal opportunities, while utilizing native apps for tablets and smartphones to keep crucial information at your fingertips.

Elevate investor engagement

Streamline investor relations and deal management, ensuring seamless tracking of prospects and deepening relationships through intuitive reporting.

Maximize fundraising efficiency

Track prospect interactions, manage pipeline, and seamlessly integrate with Allvue’s Investor Portal to secure investments with precision.

Expand your investments confidently

Grow your investment management operations efficiently with Allvue’s scalable solution designed to minimize risk while maximizing potential.

Are you an emerging private equity manager?

Private equity firms in growth mode face unique challenges. They must provide top-tier client communications like larger firms, but with fewer resources. Meeting investor demands is crucial, yet they lack the manpower to address queries effectively.

Emerging PE firms require tailored solutions. Allvue offers Private Equity Essentials, including accounting, reporting, and investor communication tools, addressing the challenges of growing firms. Discover how the Investor & Investment Management solution enables centralized customer communication and management with our emerging manager solution set.

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Investor & Investment Management
Features & Benefits

01

Unified investor management

Organize investor and prospect information with a single investor relationship management software solution
02

Engagement tracker

Reach your fundraising target by tracking all prospect interactions to improve investor engagement
03

Fundraising management

Manage your pipeline effectively and never miss an opportunity by tracking all prospect interactions
04

Access information anywhere

Utilize native applications on tables and smartphones for seamless access to your data anytime, anywhere
05

Customizable reporting

Investment reporting software that lets you create your own fields, dashboards, pages and reports
06

Investor Portal integration

Integrate with Allvue’s Investor Portal solution for a complete investor communications platform

Our Investor & Investment Management Technology

Built within Microsoft’s enterprise framework, Allvue’s Investor & Investment Management solution leverages Microsoft Dynamics and Azure with a multi-layered security stack provided across physical datacenters, infrastructure, and operations. Allvue aligns with industry-specific compliance standards, such as SOC1 and SOC2.

Scalability

We provide a cloud-based environment that does not require costly upgrades – unlike many of our competitors.

Innovation

We leverage extensive research and development capabilities to keep our users on the cutting edge – even as the cutting edge evolves.

Efficiency

We offer a modern, intuitive user experience that is already universally familiar – so users can get started quickly.

How does Allvue compare to other private equity software?

As the private equity space has exploded with growth over the last few decades, so has the private capital software landscape. We’re confident Allvue offers the best solution on the market to help you make the most informed decisions for your portfolio.

SEE HOW ALLVUE COMPARES

Out-of-the-box, front-to-back-office solution with built-in industry best practices and flexible deployment
Cloud-based scalability with a robust integration and API ecosystem to grow with your firm
One home for your data with standardized reports and customized dashboards
Corporate, fund, and investment accounting from single market-leading provider

Allvue allowed Polaris to launch a new fund –without adding headcount

“Allvue allowed us to launch a new fund in a modern fund accounting setup as well as have the infrastructure in place to launch a new strategy without requiring additional back-office headcount.”

Joachim Satchwell
Associate Director, Polaris

read the case study

“Our processes have significantly changed since we started using Allvue. We’re no longer processing transactions in one system and porting them manually into another system. We have all of that efficiency in place.”

Susan Gillick
President, Standish Management

WATCH THE CASE STUDY