Satuit Hedge Fund CRM Software
Enrich Investor Relations with Hedge Fund Software Solutions
Explore Hedge Fund CRM Features Designed for Enhanced Fundraising
SatuitCRM is expertly designed to address the unique needs of hedge fund managers. Seamlessly integrating with your existing systems, our state-of-the-art hedge fund CRM software delivers unmatched customization and efficiency, while strengthening fundraising, relationship management, and operational efficiency.
Investor Pipeline Management
Tailored Solutions
Our hedge fund CRM allows for the customization of your firm’s unique investor pipeline management and onboarding processes.
Comprehensive Dashboards
Easily visualize KPIs, activity metrics, and marketing performance.
Enhanced Tracking
Track all activities at both the contact and entity levels.
Seamless Integration
Import historical investor account information directly from your portfolio management system.
Centralized Document Repository
Capture and store documents in a centralized location for easy information access and management.
Activity Tracking & Historical Data
Efficient Communication Management
Group Meetings
Email Templates
Email templates can be used for bulk or individual outreach. Edit on the fly, personalize signatures, and watermark attachments. You can also include fields from CRM contacts, accounts, businesses, and opportunity forms.
Investor Relationships
Analyze complex investor relationships and their advisors and activities in one location, providing a comprehensive summary of interactions.
Investment Overviews
Keep track of all of your critical investor-facing data for your open-ended and closed-ended funds and understand key information on subscriptions and redemptions, various tranches, investments dates, and share classes.
Relationship and Interaction Tracking
Download Our Hedge Fund Brochure
Seamless Email Integration
Integrate with Outlook or Gmail
Our CRM seamlessly integrates with Outlook or Gmail, ensuring smooth communication and proper archival.
Comprehensive Reporting
Our investor portal allows you to create, organize, customize, collate, and distribute regular reporting packages within our user-friendly CRM interface.
Integrated Investor Portal and Report Management
Benefit from Greater Organization, Efficiency, & Streamlined Workflows
Increased Efficiency
Workflows and triggers programmatically create tasks and notifications to lessen manual work and undocumented procedures.
Centralized Document Capture
Get seamless access to any important documents.
Minimal Configuration Needed
Our software is tailored to the unique needs of hedge funds, requiring little to no configuration.
Enhanced Safeguards
Strengthen communication security with the ability to watermark email attachments.
Easy Implementation
Enjoy a smooth and easy implementation and setup process.
