CRM for investors: manage relationships and raise funds with ease

Why should investors and companies care?

It’s not a secret that when you sift through endless spreadsheets, messages in multiple apps, and inboxes, you can miss prospective investors. All in all, how can you capture and manage contacts effectively if all their data is scattered across multiple places?

Without automation that the software for investor relations offers, businesses often struggle to scale, and it shows — 92% of companies using CRM software say it helps them achieve their revenue goals, while those without a CRM system end up paying 23 % more to acquire leads.

An IR CRM helps you automatically capture leads from multiple channels and segment them according to industry, investment types, etc. and create efficient follow-ups using built-in relationship intelligence.

Why should investors and companies care?

75 % of businesses say a CRM system has transformed how they organize and use their data.

Investor relationships aren’t one-size-fits-all. And neither is investor relationship management. Some want monthly updates; others expect a call before every major funding round. Without a CRM for investment managers, keeping track of who prefers what is impossible. This, in turn, leads to impersonal communication or, worse, repeated pitches to the same people.

A CRM for investor relations ensures every investor contact record is complete with preferences, past interactions, and funding history. No more last-minute scrambling before meetings or sending the wrong email to the wrong investor.

Why should investors and companies care?

18 % of businesses still use spreadsheets as the only means for managing their processes.

Every deal is unique. Unfortunately, too many companies still rely on rigid tracking tools and approaches that don’t fit their full investor relations strategy. But can spreadsheets show the deal progress with all vital details or help identify bottlenecks in the deal flow pipeline? No. However, a CRM platform for investor relationship management can.

With an investment management CRM, you can build ultra-customizable deal pipelines tailored to your investment cycle that help you track early-stage startups, funding rounds, or investor commitments. In a deal flow pipeline, deals move smoothly from initial outreach to closing, with every critical detail logged along the way in your investor relationship management software.

Why should investors and companies care?

Processes like manually entering data, scheduling follow-ups, updating deal stages, and sending investor reports (all done manually) make you waste valuable time, increase the risk of human error, and slow down your investor relationship management overall.

That’s why 82 % of businesses use CRM software to automate their customer relationship management processes and nearly half (47 %) say it has significantly improved customer and investor retention.

How so? An investor relationship management software helps you automate task distribution and assignment, follow-ups, and nurture the key relationships with highly personalized offers. Apart from that, the best CRM for investors ensures leads move automatically from one stage to another as a part of the deal flow management and that your team gets notified when something important happens in the pipeline.

Why should investors and companies care?

42 % of companies say that CRM software has significantly increased the accuracy of their reports and sales forecasts.

When it comes to investment management, relying on your gut instinct is risky. With no accurate, real-time deal management and evaluation process data that a CRM for investment offers, it’s easy to overpromise returns, misjudge deal timelines, or struggle with investor reporting. All in all, you unintentionally sabotage the fundraising process and set yourself for failure without a proper investor relationship management software  in place.

Meanwhile, you can easily track deal flow, fundraising progress (with the help of fundraising management tools), and investor engagement with investor relations software. You no longer have to piece together financial snapshots from multiple sources, since with CRM’s analytics functionality, you get actionable insights in real time, ready to share with stakeholders whenever needed.

All in all, with integrated relationship intelligence, teams gain a deeper understanding of investor behavior, tailor communication at every stage of the fundraising journey, and make out-of-the-box decisions that elevate their relationship management at scale.