Real Estate
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Real Estate
CRM, Deal Management, Fundraising, and Investor Relations Management Software for Real Estate Funds
For real estate funds (private equity, opportunistic, REITs, etc.) struggling to manage the growing volume and complexity of their deals and business relationships, Netage Solutions provides the only Outlook-based, industry-specific CRM solution for fundraising, contact, deal, and investor relationship management.
| Business Need | Product Line |
|---|---|
| Fundraising: Managing prospects; running personalized campaigns; maintaining a complete history of documents, activities, and correspondence; tracking fund closings and commitments. | |
| Deal Sourcing: Identifying and leveraging the most profitable deal sources; managing outbound and inbound lead generation; mapping of property locations; creating deals from incoming email or phone leads. | |
| Deal Tracking: Managing the property pipeline from sourcing to acquisition, lending, and disposition; linking deals to the relevant contacts (brokers, buyers) and third parties (lenders, title companies, etc.); tracking activity history and attaching documents. | |
| Contact Management: Centralizing contact management; tracking contact roles with respect to properties/deals, investors, and institutions; establishing many-to-many relationships between contacts, deals, investors, and third parties; seamlessly integrating CRM with Microsoft Outlook®; synchronizing contacts with PDAs (BlackBerry, Palm, etc.) | |
| Investor Relationship Management: Modeling the fund structure (GP, LPs, properties); tracking investor contacts, roles, and communication preferences; automating the generation of capital calls, distributions, and other personalized mail merges; dynamically linking investors to funds and documents. | |
| Investor (LP) Reporting: Secure online LP reporting; automating investor document generation from PropertyDynamo™, Excel, or any back-end investor management system; enhancing the firm’s brand identity; managing permissions and controlling data access. | |
| Third Party Management: Managing buyers, sellers, developers, lenders, brokers, tenants, lawyers, and other third parties; linking third parties to the applicable contacts, investors and properties/deals; tracking deal sources; marketing to third parties; reporting rollup data on child and parent institutions; tracking fee agreements. | PropertyDynamo™ |
| Fund Manager Profiling: Conducting in-depth fund manager due diligence; tracking of underlying funds (vintage, type, etc.) and portfolio investments. |