News
How Multi-Strategy Hedge Funds Manage Investor Relations Across Silos
Multi-strategy hedge funds face a structural investor relations challenge that single-strategy funds do not: the same LP may have exposure
Using CRM Activity Tracking to Improve Investor Retention
Investor retention is the foundation of long-term AUM growth. Acquiring a new LP is significantly more expensive than retaining an
What to Expect in the First 90 Days After Implementing a New Investment CRM
Implementing a new investment management CRM is a significant operational step. Done well, the first 90 days set the foundation
How to Use a CRM to Shorten Your Sales Cycle
If your sales cycle feels longer than it should, the problem is rarely the quality of your product or your
How to Set Up a CRM Dashboard Your Leadership Team Will Actually Look At
A CRM is only as useful as the information people actually pull from it. Most leadership teams at investment management
How to Clean Up Dirty CRM Data And Keep It Clean
Every investment management firm eventually faces the same problem: the CRM has been in use for a few years, and
SatuitCRM vs Juniper Square: Comparing CRMs for Real Estate Fund Managers
If you manage a real estate fund and you are evaluating CRM platforms, SatuitCRM and Juniper Square will likely appear
What Is an Investor Portal and How Does It Work?
If you manage capital for institutional investors, family offices, high-net worth individuals, or LPs, your investors expect more than a
How a 360-Degree Investor View in Your CRM Improves Retention and Referrals
The phrase “360-degree view” gets used a lot in CRM marketing. But for asset management firms, it has a specific