Fundraising
Software

Streamline and accelerate your fundraising strategy with fully configurable virtual data rooms in the Fundraising Portal and flexible pipeline management workflows in the Fundraising Pipeline

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Maximize your Fundraising
Potential with Ease

Effective fundraising is crucial for investment firms but is often hindered by inefficiencies and fragmented processes. Allvue's Fundraising solution streamlines the capital-raising journey for GPs while delivering a captivating experience for prospective LPs. The Fundraising 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. The Fundraising Pipeline fully digitizes 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.

Enhanced Investor Experience

Transform the fundraising journey with captivating data rooms on a unified platform for enhanced visibility and seamless management of fundraising, investments, and communications.

Streamlined Workflows

Efficiently manage and safeguard sensitive investment details with our secure virtual data room, ensuring seamless distribution, controlled access, and streamlined workflows.

Accelerated Growth

Elevate capital raising by digitizing and streamlining your fundraising lifecycle, leveraging cutting-edge technology to enhance efficiency, optimize processes, and unlock new growth.

Fundraising Portal

As part of Allvue’s Fundraising solution, the 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.

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Fundraising Pipeline

As part of Allvue’s Fundraising solution, 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.

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What you get with
Allvue's Fundraising Solution

01

Configurable Data Rooms

Seamlessly deliver a tailored investor experience by customizing the layout and content across each data room in minutes.
02

Secure Document Sharing & Permissions

Securely share important files with prospects and manage user permissions to foster investor trust.
03

Comprehensive Monitoring

Track investor interactions and activities across data rooms. Track and analyze pipeline details to optimize investment outcomes.
04

Configurable Pipeline Workflow

Tailor pipeline stages to firm-specific processes and convert team checklists into structured tasks for enhanced efficiency.
05

Dynamic Dashboards & Reporting

Manage all opportunities and report on prospect pipeline with dynamic dashboards and reports for enhanced decision-making.
06

Integrated Data

Manage investor and prospect data within a single system for a complete view of relationships and communications.

Powered by Microsoft

Built within Microsoft’s enterprise framework, Allvue’s Fundraising solution leverages Microsoft SharePoint and Azure with a multi-layered security stack provided across physical data centers, infrastructure, and operations. Allvue aligns with industry-specific compliance standards, such as SOC1 and SOC2. This provides multiple benefits for our investor portal users, including:

Cutting-edge technology

It allows us to leverage Microsoft’s extensive research and development capabilities to keep our users on the cutting edge – even as the cutting edge evolves.

Cloud-based environment

It supports us a cloud-based environment that does not require costly upgrades, unlike many of our competitors.

Intuitive user experience

It offers a modern, intuitive user experience that is already universally familiar.

Consolidate your Investor Relations into a Single Workstream with Allvue

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 CRM built on a centralized platform, LPs gain a unified experience—from single sign-on, secure document sharing, and streamlined communications through our investor mailings notice generation tool. Unifying the investor relations workstream saves time, allowing for a greater focus on enhancing investor relationships.

How does Allvue compare to other
private capital software vendors?

As the private equity space has exploded with growth over the last few decades, so has the private equity software landscape. We’re confident Allvue offers the best solution on the market to help you make the most informed decisions for your portfolio.

SEE HOW ALLVUE COMPARES

Out-of-the-box front-to-back office solution with built-in industry best practices and flexible deployment
Cloud-based scalability with a robust integration and API ecosystem to grow with your firm
One home for your data with standardized reports and customized dashboards
Corporate, fund, and investment accounting from single market-leading provider, ensuring your asset management and fund administration needs are met comprehensively

Allvue helps Standish deliver superior service
to their clients

“At Standish, our goal is to provide our clients with a seamless, customized experience... that’s why we chose Allvue’s solution set. With Allvue, we’re able to quickly and easily meet their needs and requests in a bespoke way.”

Susan Gillick
President, Standish Management LLC

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