Allvue in Action: Fast Track your Fundraising Process

By: Allvue Team

August 9, 2024

In this two-minute demo, see how the Fundraising Pipeline gives GPs a full 360° view of each prospective investor to help accelerate their fundraising process. Learn how GPs can fully configure and manage their pipeline workflows for enhanced efficiency while gaining unparalleled insights into pipeline progress for increased fundraising success. 

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 accelerating your fundraising process with Allvue’s Fundraising Pipeline.

The fundraising pipeline allows you to have a full 360 view of each prospective investor. Quickly  and easily track opportunity status, pipeline stages, target comments, relationship status and more, in real-time. 

Efficiently manage all of your fundraising opportunities via the customizable dynamic dashboards.  Easily track and analyze pipeline at a variety of levels including active stage, opportunity status, geography, industry, team member, or source, or more. Each chart allows you to quickly drill into the detailed information for the individual opportunities. 

Not only can you easily customize your pipeline stages, you can go one step further and take your teams fundraising checklist and formalize it into set fundraising tasks that are tracked at each stage. Tailor, rename, restructure each stage or task to match your unique process in a matter of minutes. 

Each opportunity record allows you to tracks your prospective investors detailed profile and status, such as commitment preferences, source and communication checklists, which are effortlessly customized. Easily see the current stage, which tasks  are complete, relevant next steps, and due date. Quickly and easily assign tasks to team members to streamline internal communication.

In addition, organize and track contact information, emails, appointments, calls, notes along with your pipeline details for a single source of truth, while maximizing engagement across your prospective investors.

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