By investing in an investor relationship software platform, you can better track important information and increase investment opportunities. It also allows for improved collaboration and a more efficient process of management. A CRM that can be customized to meet the fundamental goals of investor relations is ideal for larger companies and facilitates maintenance and upgrades as the business expands.
Investor relations are essential to a company’s financial success. The software functions as a central hub that can keep and publish all the information that is needed to share with analysts and investors. It also ensures compliance with regulations regarding disclosures to investors such as financial reports, external disclosures, SEC filings, and annual reports. The software for investor relations helps companies build and maintain relationships with LPs, investors, and capital markets. It also increases access to the capital markets, which results in a greater return on investment.
In addition to providing a central hub for investor-related tasks, IR software offers tools that let firmroom data room for startup fundraising companies manage their entire deal pipeline, from the initial meeting to closing. This feature is particularly useful for smaller investment teams and family offices who aren’t able to employ IR experts on a full-time basis. A IR software solution that has built-in analytics capabilities can combine the entire investment pipeline into easily-read reports for current LPs and also demonstrate the team’s experience and value proposition to prospective investors.
Ingage’s IR CRM is highly appreciated for its high-end functionality and capacity to streamline IR processes. Its contact management system is able to keep track of important details, such as the date of each meeting as well as notes from every conversation. Many workflow features are available to automate tasks such as sending reminders, or creating reports.