July 2023 Release Notes
New CRM Updates Clone Investor Contacts & Preferences from Existing Contact Records Now, you are able to clone your Investor Contacts and their related preferences from existing contact records with a new action button on the Contact Record. The process begins on the desired contact record that you want to clone records to. Once you […]
[Webinar] Steps to Become the Firm of the Future
Learn more about how you can become your firm’s leader and build a technology stack that grows with your firm.
May 2023 Release Notes
New ShareSecure Updates Existing Users: Two-Factor Authentication Device Additions To ensure the safety of your ShareSecure account, you will now be prompted with a notification modal to add a two-factor authentication device as a method of security when logging into ShareSecure. While you can disregard the notification modal to add a device, the prompt will […]
April 2023 Release Notes
New Correspond Investor Edition Updates Pro-active Warning Notification for Exceeding Size Limits This new product feature calls attention to users that documents being loaded in the batch process may prevent successful delivery of the emails. Direct Emails sent via Investor Correspondence cannot include any number of attachments that exceed 10mb total. Now, a proactive warning […]
[Webinar] Show Love to Your LPs: Enhance Your Relationships with Technology
Industry panelists discuss the role of data and technology in helping empower their firms to strengthen their vital relationships with LPs.
February 2023 Release Notes
New AIM Updates Track Your Fundraising Pipeline History in Greater Detail The new Fundraising Reporting object automatically tracks stage progression for Fundraising records within AIM. As a Fundraising record moves through the pipeline, the Fundraising Reporting object will capture the Enter Date and Exit Date of each specific stage for a single record. This enables […]
[Webinar] Today’s Differentiated GP: Modern Data & Technology Strategies
We sat down with Kelli Fontaine, Partner at Cendana Capital, for a conversation about how her team is harnessing the power of their technology to make data-driven decisions and stand out to their LPs.
[Webinar] Future Proof Your Private Equity or Venture Capital Firm
Technology is a mostly underexploited lever in the industry and it’s proving to be a core source of competitive advantage for firms that are open to challenging the status quo.
[Webinar] The ‘Digital Collision’ Coming for PE & VC
The discussion focuses on: the current state of PE/VC, the potential digital transformation presents, and what the winners / future landscape of PE/VC might look like.
[Webinar] The Art of Virtual Fundraising
We sat down with some of the sharpest minds in the industry to see how they’ve embraced technology to connect with investors and hit fundraising targets.
