SOLUTIONS

Pipeline Management

Tracks potential investors and deals across every point of contact

Your opportunity overview

Allvue’s Pipeline Management solution keeps track of all potential investors and deals using contacts, conversations, emails, and more. Never miss an opportunity with Allvue's investment tracking software connecting the dots across every channel of communication.

Features & Benefits

01

Manages a pipeline of investor and investment opportunities

02

Track contacts, emails, documents, conversations, ideas, meetings and more

03

Gain relationship insights between Accounts, Contacts, Opportunities, and Products

04

Maintain vertical integration of data through the entire life cycle of a deal from Pipeline through Funding

05

Associate emails with opportunities and sync contacts via native Outlook integration

06

Use dashboard reporting and set rule-based alerts based on any criteria

Our Technology

An extremely flexible workflow and rules engine built using the .Net framework, Allvue’s Credit platform excels at communicating with other systems and technologies, storing and operating upon disparate data within its abstracted security master and data warehouse, and automating the workflow and bespoke processes that add operating efficiency and reduce risk.

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