The Fundraising / Sales Lead user guide introduces the key tools within Altvia’s Investor Engagement Manager (IEM) to help prepare for LP conversations and manage investor relationships. The purpose of IEM is to provide a clear view of fundraising progress and individual investor activity so users can understand where relationships stand and identify areas that may need attention. This includes reviewing pipeline progress through the Fundraise Dashboard, assessing relationship health and history through LP360, and monitoring important changes through Alerts. Together, these tools help users stay informed, prepare for investor conversations, and take action on relationships and fundraising opportunities that need attention.
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