Turn Outlook into a powerful deal and contact management tool. Use built-in and custom views to manage your pipeline, group and sort by a number of criteria (status, follow-up date, industry, etc.). Generate “to visit” lists for deals in certain cities or states.

Track all deal information: from industry and pipeline status to investment rounds, documents, and financials. Link documents, track the activity history (emails, calls, meetings), and assign contact roles (e.g. “Referral source”, “CEO”, “Investor“).

Track all investor information: from type and assets allocated to alternatives to commitments to your current and prospective funds. Link documents (capital calls, PPMs, financial reports), track the activity history (emails, calls, meetings), and assign contact roles (e.g. “Capital Call contact”, “Fundraising contact”, “K-1 recipient”).

One-click access to built-in reports that show you quick snapshots of your pipeline, investor commitments, activity lists, deal team responsibilities, and much more.

Attach activities (emails, phone calls, meetings, etc.) to a company’s profile.

Run personalized, targeted mail merges to investors, fundraising prospects, or deal contacts. Choose to send mailings via email, fax, or regular mail depending on the contact’s preferences.