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Number of Internal Users
Number of LP's / Investors
AUM (Assets Under Management)
Total Monthly
Total Yearly
Configuration & Training Fees (One off Fee)
Software Cost per user per month
CRM
Customer Relationship Management (CRM)
Module fee
CRM Includes
Account & Contact Management
Prospect Management
Activity Tracking (Calls, Emails, Tasks, Meetings)
Email & Calender Sync with Gmail or Outlook
Tablet & Mobile App
Pipeline & Forecast Management
Mass Email & Campaign Management
Work Queue Management
Team Communication / Collaboration
Reports & Dashboards
Custom Fields / Custom Tabs
Document Management & Collaboration
1000's of 3rd Party Integrations (via AppExchange)
Roles & Permissions Management
Add IFM
Investor & Fund Management (IFM)
Module fee
Everything in CRM, plus
Digital Onboarding for Investors
Digital Fundraising
Fund / SPV Data Rooms (Unlimited)
Investor Portal (Your Brand)
Capital Call & Distributions Management
Fund Administrator Integration
DocuSign Pre-integrated
Investor Reporting & Dashboards
Investor Activity Tracking
Waterfall Management
Partner Management
Approvals Management
Plaid Integration
Everything in CRM, plus
Digital Onboarding for Investors
Digital Fundraising
Fund / SPV Data Rooms (Unlimited)
Investor Portal (Your Brand)
Capital Call & Distributions Management
Fund Administrator Integration
DocuSign Pre-integrated
Investor Reporting & Dashboards
Investor Activity Tracking
Waterfall Management
Partner Management
Approvals Management
Plaid Integration
Add DFM
Deal Flow Management (DFM)
Module fee
Everything in CRM, plus
Deal Contact Management
Deal Teams
Due Diligence Management
Document Management / Data Room
Deals Checklist Management
Deals Pipeline Management
Approvals Management
Prospect Management
Deal Flow Reporting & Dashboards
Deal 'Tear Sheets'
Pitchbook Integration
Crunchbase Integration
Email & Calendar Integration
Everything in CRM, plus
Deal Contact Management
Deal Teams
Due Diligence Management
Document Management / Data Room
Deals Checklist Management
Deals Pipeline Management
Approvals Management
Prospect Management
Deal Flow Reporting & Dashboards
Deal 'Tear Sheets'
Pitchbook Integration
Crunchbase Integration
Email & Calendar Integration
Add PAM
Portfolio & Asset Management (PAM)
Module fee
Everything in CRM, plus
Portfolio Reporting
Portfolio Portal (Self-Reporting)
Document Exchange
Financial Grids (Reporting)
Portfolio KPI Tracking
Multi-Asset Class Support
Portfolio Reporting & Dashboards
Fund / Asset Tracking
Pitchbook Integration
Document Management
Crunchbase Integration
Email & Calendar Integration
Email Campaign Management
Everything in CRM, plus
Portfolio Reporting
Portfolio Portal (Self-Reporting)
Document Exchange
Financial Grids (Reporting)
Portfolio KPI Tracking
Multi-Asset Class Support
Portfolio Reporting & Dashboards
Fund / Asset Tracking
Pitchbook Integration
Document Management
Crunchbase Integration
Email & Calendar Integration
Email Campaign Management