Segment, automate, and track investor campaigns directly inside the CRM your team already works from.
Mailchimp and similar tools don't know who's accredited, what fund someone's in, or where they are in onboarding — so segmentation is manual, lists go stale, and campaigns run disconnected from the rest of your operation.
Pipeline stage and investor data update inside the CRM.
Segments and sequences trigger automatically off that data.
Engagement and data room activity report back to the same record.
From occasional investor updates to high-volume, multi-campaign capital raising.
The stated price reflects an 8 module discount. Subscribing to 3+ modules unlocks a volume discount applied across your full platform.
Campaigns that trigger off real pipeline and fund activity, not a static list.
Campaigns trigger directly off pipeline stage — no manual list exports.
Drive investors into the portal with targeted, automatic notifications.
Notify investors the moment a distribution posts, automatically.
Replace a standalone email marketing tool entirely.
Campaigns that already know your investor and fund data.
Faster, more consistent response during capital calls.
See how campaigns work when they're tied to your actual pipeline.