Base Functionality
- There is a Corporate Database of Contacts including:
- Deal providers,
- Deal prospects,
- Investment companies,
- Potential investors,
- Existing investors,
- Advisors.
- Single point of entry for contact information that is accessible to all
- Holds multiple addresses, telephone numbers and email addresses together with free format text descriptions
- Within the system is a network of who knows whom:
- Who has responsibility for the Contact?
- Who is known to the Contact?
- A Contact can be linked to several companies as -
- Executive
- Associate
- Non – executive Director
- A company can be linked to other companies as -
- A Group company
- An Advisor company
- A Subsidiary company
- Tree display is used to show all relationships
- Flexible filtering system to view subsets of companies and Contacts
- Mailing flags can be used to select subset of database for specific mailing e.g. Annual report, Christmas cards etc.
- Full log of activity with Contacts and companies including letters, email, telephone call, meeting notes etc.
- Email direct from meeting action notes with document attachments.
Communication and Administration
- Ability to set reminder activates for an Executive and monitor completion
- Can create emails in Outlook and log the ‘email activity'.
- Names and addresses can be output to Outlook, Palm Pilots and Blackberries.
- Letters can be produced directly for a Contact or Company.
- Details of letters and documents are stored for easy retrieval.
- Mail merge documents can be produced from a list of Contacts.
- Documents attached can be logged against a bulk mailing.
- Support of direct telephone dialling from a PC.
- Online access to all contact documentation.
Deal Marketing
- Enables the tracking of the source and quality of deal referrals by Company and Contact.
- Tracks deals referred to other VCs or funding partners.
- Allows the recording of deal acquisition fees and abort costs.
- Flags available for responsibility and primary marketing that are set for Companies and Contacts for focused reports.
- Records marketing activities against Contacts.
- Filtering facilities to focus marketing effort by Company or Contact type.
- Users can set reminders for future follow-up actions.
- Tracks reciprocity for monies paid by fund, Management Company, and Investment Company.
Fund Marketing
- Records partners' full investment history.
- Tracks existing partners and records all activities with them.
- Potential investor flags can focus marketing on long term relationships.
- Records the investment record of external funds.
- Ability to create lists of people by filtering on relevant criteria or hand picking from the database.
- Users can filter the database “view” to focus on funding activity.
- The recording of meeting notes and setting reminders assists efficient marketing.
Fund raising
- Results of previous fund raising rounds can be reviewed
- Tracks Fund Raising progress activity and follow up dates
- Monitors targeted and committed funds
- Ability to track multiple closings.
- Ability to mange fund raising campaigns and co-ordinate road show's.
- Facility to mail merge contacts specifically involved in the fund raising round.
Events
- All event preferences for Contacts can be logged in the database.
- Contact Invitation can be logged for the ‘next event' of a type.
- Invitees are filtered for appropriate marketing focus
- Allows the user to organise and administer events, tracking replies and attendance.
- As the event administration progresses it updates each attendees activity log.
- Maintains an event history to expedite future year planning.