By: Jared Kreutzer

Product Manager, Investor Relations

July 29, 2024

We are excited to announce the launch of Allvue’s new Fundraising tool, complementing our existing Investor Relations solution.

Addressing Fundraising Challenges Head-On

Fundraising has become increasingly competitive, with many fund managers identifying rising competition for capital as a primary challenge. This competition, coupled with the complexities of regulatory compliance and the need for transparent investor relations, creates significant pain points for firms trying to stand out and secure investments. Our purpose-built Fundraising solution addresses these challenges head-on by offering a seamless experience for investment firms to streamline their capital-raising journey while delivering an elevated, professional experience for prospective LPs.

Unlock the Full Potential of Your Fundraising Efforts

Allvue’s Fundraising solution includes a Fundraising Portal and Fundraising Pipeline to enhance efficiency and enable funds to raise capital with ease.

Fundraising Portal

Allvue’s Fundraising Portal is the central hub where prospective investors can see their active fundraising rooms in a single location. The portal offers configurable data rooms tailored for each investor—featuring fund highlights, secure document sharing, single-sign on with Allvue’s Investor Portal, and more—all from a single location.

Additional features include:

• Branded, customized: Seamlessly deliver a white-labeled investor experience by customizing the layout and content in real-time using drag-and-drop widgets; no coding required.
• Focused, fund-centric information: Easily spotlight fund information unique to each investor, including fund introductions, targets, timelines, videos, biographies, and more.
• Secure document sharing: Securely share important files with prospects, including legal, financial, track record history, policies, etc.
• Granular user permissioning: Grant users’ permission to access select files and folders for enhanced, secure user management.
• Easily-accessible audit center: Quickly and easily track activity across each data room, including activity per user and when documents have been accessed.
• Single-sign on: Gain access to both Allvue’s Fundraising Portal and Investor Portal from a central location, creating a unified experience for LPs and prospects.

Fundraising Pipeline

The Fundraising Pipeline module gives GPs a 360° view of each prospective investor and fully digitizes pipeline workflows, allowing GPs to tailor stages and tasks to meet their specific needs. Through this streamlined approach, Allvue ensures a seamless and successful fundraising experience for both GPs and LPs. Additional features include:

• Pipeline management: Quickly and easily track opportunity status, pipeline stages, interactions with prospects, meetings, relationship status and more, in real-time.
• Customizable workflow: Easily customize your pipeline stage to fit your unique processes and formalize your team’s fundraising checklist into a set of fundraising tasks at each stage.
• Task management: View current stages, completed tasks, next steps, and due dates, and quickly assign tasks to streamline communication.
• Dynamic dashboards: Effectively manage all your fundraising opportunities using customizable dashboards to report on your prospect pipeline.
• Detailed tracking: Track, analyze, and drill into detailed information for individual opportunities across a variety of stages, including active stage, opportunity status, geography, industry, and more.
• Integrated data: Manage investor and prospect data within a single system for a complete view of relationships and communications.

Key Benefits of Allvue’s Solution

Our innovative solution ensures that firms can navigate the complexities of capital raising with confidence and precision, ultimately leading to a more simplified and effective fundraising process. Benefits include:

• Accelerated fundraising: Streamline workflows and reduce manual tasks with real-time pipeline management.
• Stronger investor relationships: Deliver a professional experience with transparent document management.
• Increased efficiency and security: Simplify operations with a centralized portal and secure document sharing.
• More informed decisions: Use advanced reporting and dynamic dashboards to turn data into actionable insights.

Join our Upcoming Fundraising Webinar – August 14th

Join our upcoming webinar, Optimizing Your Capital-Raising Journey, on August 14th at 11am ET to learn more about our new Fundraising Solution. Register Here!

Operationalize and Amplify your Fundraising Journey

Allvue’s Fundraising solution enables firms to redefine the way they approach fundraising. With advanced tools, seamless integration, and insightful analytics, firms can overcome fundraising challenges and achieve unparalleled growth.

Contact us to learn more about how Allvue’s Fundraising solution can transform your capital-raising efforts and help you achieve your fundraising goals with confidence and efficiency.

More About The Author

Jared Kreutzer

Product Manager, Investor Relations

Jared Kreutzer is the product manager for Investor Relations covering portals and CRM. He joined AltaReturn, a predecessor to Allvue, in 2012 and has worked with hundreds of clients globally in adopting and improving Allvue’s products. He holds an MPA in International Development from the London School of Economics and Political Science. He is based in the San Francisco bay area.