We help teams implement and maintain structured CRM systems tailored to the specific needs of investor relations and capital tracking. This includes the setup or refinement of databases to manage contact records, meeting history, deal flow, and investor segmentation. Where a system is not yet in place, we can assist in researching and recommending a platform that suits your scale, team structure, reporting obligations, and budget—ranging from industry-standard solutions like Affinity and Salesforce to lighter-weight platforms or custom spreadsheet models.
Our work includes initial data migration and clean-up, creation of custom tagging frameworks, dashboard views, and internal reporting outputs. Once live, we continue to support day-to-day maintenance, reporting exports, and process documentation to ensure your team can use the CRM consistently and effectively. All implementations are designed to reflect your internal workflows and ensure visibility into investor activity at each stage of the capital lifecycle.
We help teams implement and maintain structured CRM systems tailored to the specific needs of investor relations and capital tracking. This includes the setup or refinement of databases to manage contact records, meeting history, deal flow, and investor segmentation. Where a system is not yet in place, we can assist in researching and recommending a platform that suits your scale, team structure, reporting obligations, and budget—ranging from industry-standard solutions like Affinity and Salesforce to lighter-weight platforms or custom spreadsheet models.
Our work includes initial data migration and clean-up, creation of custom tagging frameworks, dashboard views, and internal reporting outputs. Once live, we continue to support day-to-day maintenance, reporting exports, and process documentation to ensure your team can use the CRM consistently and effectively. All implementations are designed to reflect your internal workflows and ensure visibility into investor activity at each stage of the capital lifecycle.
