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 all the tools they need to maximize their most important asset: information. 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.

Dashboard of Investor Relations CRM

Investor CRM Features & Benefits

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

Reach your fundraising target by tracking all prospect interactions, including emails, calls, appointments and tasks, to improve investor engagement

Fully integrated with Allvue’s Fund Accounting and Investor Portal solutions, our CRM enhances your capabilities with eased investor communication

Access all of the information and features you need right inside Microsoft Outlook

Investment reporting software that lets you create your own fields, dashboards, pages and reports for effective investor communication

Built on top of Microsoft Dynamics – one of the most popular customer relationship management solutions in the world

Our Investor Relations CRM Technology

Built within Microsoft’s enterprise framework, Allvue’s Investor & Investment Management software leverages Microsoft Business Central and Azure with a multi-layered security stack provided across physical datacenters, infrastructure, and operations. This ensures a secure environment for managing investor updates and deal flow, crucial for private equity firms and venture capital firms. Allvue aligns with industry-specific compliance standards, such as SOC1 and SOC2. Anchored in this robust and secure framework, our technology emerges as a reliable investor relations tool, perfectly tailored to meet the strategic demands of your firm.

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Discover the future of alternative investment software

Allvue’s industry-leading solutions can help your business break down barriers to information, clear a path to success, and reach new heights in alternative investments.

  • Front-to-Back Solutions – From fundraising to Investor Reporting & everything in between, Allvue has the solution you need
  • Multi Asset Class Coverage – Allvue can service all investments in the alternative space — from debt to equity — no matter what you invest in
  • Flexible Deployment – Whether you need a completely integrated solution or best-in-market point offering, Allvue has a deployment to fit your needs