Allvue in Action: Optimize your Capital-Raising

By: Allvue Team

August 9, 2024

In this two-minute demo, see how Allvue’s Fundraising Portal centralizes access to all active fundraising data rooms while delivering a tailored branded experience to captivate prospective investors. Learn how GPs can confidently transform their fundraising with unparalleled ease, security, and efficiency. 

The Fundraising Portal is the latest addition to Allvue’s Investor Relations solution, enables private capital managers and fund administrators to oversee the entire investor experience—from fundraising to ongoing reporting. With Allvue’s Fundraising, Investor Portal, and Investor and Investment Management (CRM) built on a centralized platform, LPs gain a unified experience, saving time and allowing for a greater focus on enhancing investor relationships. 

See more of our 2- and 3-minute demo videos here.

Transcript

Hi! I’m here to talk to you about enhancing your fundraising process with Allvue’s Fundraising Portal.

Your White Labeled Fundraising Portal is the central hub in which your prospective investors can see all of their active fundraising data rooms in one location.

When accessing a data room, the landing page presents your prospective investors with key fund information that you want to spotlight, in a professional and modern format.  Whether it is including a fund introduction, key terms targets and timelines, embedding videos and biographies, or displaying other essential information. Customizing the page is simple, with the ability to add and edit content as well as the layout of the page on demand with no coding required.

The documents page allows you to securely share important files with your prospective investors in a matter of minutes.  Organize your folders and subfolders exactly how you want them in just a few clicks.  Once your folders are created easily load your documents in just a few clicks.

Each folder allows for custom permissions, allowing you to control exactly who can access files or folder.

Users can easily view and access documents via the intuitive interface. Simply click on a folder to reveal all subfolders and documents.  Easily view and download files in a click of a button. 

Via the audit center quickly and easily track who is accessing what and when. Whether it’s tracking which users have been active in each data room, or which documents they’ve accessed, the data is right at your fingertips.

Thanks for listening. To learn more about enhancing your fundraising process and see a full demo, please go to allvuesystems.com.