Drive Deal Flow & Pipeline Management

  • Track all aspects of your deal flow process via a customizable, drag-and-drop grid for enhanced deal tracking by date, stage, and other factors.

  • Coordinate deal roadshows and market events by targeting key deal contacts and LPs based on custom characteristics such as investment preferences or geographic location.

  • Unlock insights across all marketing communications through real-time email, document, and URL tracking capabilities. 

  • Know what information resonates with website visitors and which prospective LPs are the most engaged, helping you to strategically focus on the deals and relationships that matter the most.

Optimize LP Relations

  • Utilizing Clienteer's tight integration with internal accounting systems and fund administrators, you can proactively manage and track account data.  
  • Quickly generate and securely distribute personalized capital calls, distribution notices, and periodic investor statements via email or an secure document portal.
  • Effortlessly share QTD, YTD, and ITD returns through charts, graphs, and reports via the WebVision LP investor portal
  • Save time preparing and disseminating quarterly LP 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

  • Simplified management for your most complex consultant, investment bank, board member, and executive relationships
  • 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 LPs 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 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. 
  • Use WebVision's dynamic CMS tool to build and easily maintain your branded web presence, sharing relevant content, firm updates, and reports.
  • Tailor web content and resources, including documents, videos, graphs, and commentary, to engage each LP and board member with relevant information.
  • Digitalize deal and legal document management by providing secure access to permissioned individuals and deploying customizable WebVision’s Docusign® integration.