• Private Equity

    Private equity and venture capital managers

  • Credit

    Private debt, CLOs, and public credit

  • Fund Administrators

    Fund administrators serving private capital

Back Office

Investor Relations

Investment Management

Enterprise Data Solutions

Front Office

Investor Relations

Back Office

Technology Partner

Enterprise Data Solutions

Back Office

Enterprise Data Solutions

Investor Relations

Data Collection

Purpose-built for your investment strategy and fund lifecycle

Firm Type

Investment Strategy

Emerging Managers

Diversified Managers

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Topic

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Allvue

NEW

Allvue AI

Data Management

SOLUTIONS

CRM for Investor Relations and Investment Management

Optimize investor engagement and relationship management with our comprehensive CRM software

SEE A DEMO

Transform your investor data

Allvue’s Investor & Investment Management Software solution empowers today’s investor relations and deals professionals with the tools they need to maximize their most important assets, including investor data management. 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.

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Elevate investor engagement

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

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Maximize fundraising efficiency

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

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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.

DISCOVER MORE

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 deal flow pipeline effectively and never miss an opportunity by tracking all prospect interactions, ensuring your team is always connected to key investors.

04
Access information anywhere

Utilize native applications on tablets 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 to enhance investor experience and satisfaction.

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.

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Scalability

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

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Innovation

We leverage Microsoft’s extensive research and development capabilities to keep our users on the cutting edge— even as the cutting edge evolves.

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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

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.

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 a single market-leading provider.

Testimonials / Case Studies

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 Case Study
polaris

“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

Discover our award-winning private capital solutions

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Latest Updates from Allvue

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11 May, 2026

Featured in the Drawdown: Allvue and RSM launch AI model for capital calls

In a recent piece for The Drawdown, Tanya Kaushal highlighted Allvue and RSM’s new AI-powered operating model designed to streamline capital call operations for private markets firms. The article explains how the solution combines conversational AI with live fund and investor data, allowing users to aggregate LP commitments and fund data, run scenario modeling, draft […]

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Digital graphic highlighting The Drawdown article about Allvue and RSM’s AI-powered platform for capital call management and investor communications.
11 May, 2026

Featured in UK Tech News: Allvue and RSM Launch Next-Generation AI Operating Model

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Graphic highlighting Allvue and RSM’s launch of a next-generation AI operating model, featuring a quote from William Andreoni of RSM and UK Tech News branding.
11 May, 2026

Featured in Financial IT: Allvue and RSM Transform Capital Calls with Agentic AI

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Featured in Financial IT: Allvue and RSM Launch Industry-First Agentic AI Operating Model for Capital Calls
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