Drive Fundraising

  • Track all aspects of your capital raising process via a customizable, drag-and-drop grid for enhanced sales forecasting by date, stage, and other factors.

  • Manage campaigns, plan roadshows, and market events by targeting prospects and investors based on custom characteristics such as investment preferences or geographic location.

  • Author and automate the distribution of watermarked fund factsheets and other custom reports.

  • Know what information resonates with website visitors and which prospects are the most engaged, empowering your sales team to intelligently target their most interested prospects. 

Optimize Investor Relations

  • Quickly generate and securely distribute personalized capital calls, distribution notices or periodic investor statements securely via email or an investor portal.
  • Proactively manage and track capital account activity such as subscriptions, redemptions, capital calls, transfers, and more with built-in workflow functionality and reporting tools. 
  • Visualize compliance reporting, investor account performance, product tear sheets, and investor liquidity.
  • Save time preparing and disseminating monthly investor reports utilizing Clienteer to consolidate, collate, and distribute complex reporting packages secured with watermarks and password protection.

The ability to download various analyses at the touch of a button, design unique fields to serve our clients better, and to have a support staff that is incredibly helpful and knowledgeable, help make Clienteer indispensable to us. We are very happy customers!

Streamline Relationship Management

  • Easily manage limited partner relationships, archive all notes, meetings and documents in one system.
  • Best in Class Outlook®, Exchange® & G Suite® Integration – Effortlessly file emails to contact profiles so you never miss a thing. Instantly create contacts from email signatures on your desktop or phone, watermark and distribute documents, and load email templates on the fly.
  • Take the power of Clienteer in the palm of your hand. Use Clienteer Mobile to distribute compliance approved documents, send email templates, and most importantly, respond to investors in real time.
  • Give investors on-demand access to historical fund and account performance information and leverage reports showing who has accessed it, helping your team focus on the right accounts at the right time.

WebVision for Marketing, File Sharing & Reporting

  • WebVision and Clienteer’s tight integration allows you to push and pull contact, performance and account data and documents from both platforms creating the industry’s most optimized solution for relationship management. 
  • Increase investor transparency by automatically sending out secure notification emails to permissioned individuals when new content or documents are available.
  • Tailor content and resources including documents, videos, fund performance graphs, and commentary to more effectively engage with each client.
  • Tackle AIFMD, GDPR, and other regulatory requirements head on with country specific disclaimers and granular website permissions.