Fund Raising / Investor Relations

Managing communications with potential investors can be a time consuming task. TNR Solution™ allows fundraisers to take advantage of robust contact management, investor profile management, document storage, and reporting functionality.

We have created fundraising pipeline and dashboard functionality which allows improved visibility of potential investors throughout the various stages of the commitment process. With TNR Solution™ users can simplify investor communications, quickly and easily provide complete status reports, and better manage their entire fund raising process.

Investor Summary Screen Track investor contact and interaction information. Larger view

Features

• Tracks all investor contact and profile information
• Tracks all calls, notes, emails, and other interactions with each potential investor
• Integrates seamlessly with Outlook, Word, and Excel for all communications

Investor Pref. Screen Track investor prefences including industry, location and minimum and maximum investment preferences. Larger view

• Allows better visibility into your fundraising pipeline
• Monitors the fundraising efforts and provides complete status reports
• Maintains a complete up to date history of all investor related activities

Fund Raising Activity Screen Track the entire fund raising pipeline from a single location. Larger view

• Automatically tracks potential investors vs. committed partners for each fund, and all corresponding amounts and activity
• Provides indexed and searchable document storage for files of all types and sizes using drag and drop functionality