Satuit Multi-Strategy Firm CRM Software
Unify Investor Relations Across Every Strategy, Fund, and Asset Class
One Platform. Every Strategy.
Multi-strategy firms don’t run on generic software. SatuitCRM is purpose-built for the buy side — giving IR, capital raising, and compliance teams a single platform to manage every investor relationship, fund structure, and reporting workflow across all your strategies.
Cross-Strategy Investor Pipeline Management
Unified Investor View Across Strategies
Track every LP, institutional investor, family office, and consultant relationship across all fund strategies from a single investor record, with full visibility into allocations, commitment levels, and pipeline status.
Configurable Fund and Strategy Structures
Model your firm’s unique structure inside SatuitCRM — whether you manage commingled funds, managed accounts, co-investments, or SMAs — and the platform adapts to your architecture.
Multi-Fund Pipeline Tracking
Run simultaneous fundraising campaigns across strategies, tracking capital commitments and soft circles by fund while surfacing cross-sell opportunities, co-investment interest, and feeder fund relationships within a single platform.
Advanced Opportunity Management
Monitor every investor opportunity from initial introduction through capital deployment, tracking meetings, preferences, allocation discussions, and side letter terms — all linked to the investor profile.
Institutional Investor Relationship Tracking
Capture the full relationship hierarchy for your most sophisticated investors — sovereign wealth funds, endowments, pensions, family offices, and more — including investment committee members, consultants, placement agents, and gatekeepers.
Subscription, Redemption, and Capital Call Tracking
Track all investor-facing financial activity across open- and closed-ended structures, including subscriptions, redemptions, capital calls, distributions, and waterfall milestones by strategy, fund, and share class.
Investor Portal for Secure Reporting Distribution
Distribute quarterly reports, capital account statements, and investor letters through Satuit’s integrated Investor Portal, giving LPs secure, on-demand access to fund documents.
Consultant Relations Management
Track consultant and OCIO coverage across strategies, managing meetings, RFP processes, and platform approvals with a complete activity history in one place.
Investor Relations for Complex LP Bases
Why Multi-Strategy Firms Choose SatuitCRM
Single Platform, Every Strategy
Stop managing investor data in disconnected systems. SatuitCRM gives your entire firm, IR, capital raising, operations, and compliance, one unified platform, regardless of how many strategies or fund structures you operate.
Built for the Buy Side
SatuitCRM is not a horizontal CRM adapted for finance. It was purpose-built for buy-side investment firms, with workflows, terminology, and data structures that match how multi-strategy firms actually operate.
Scales With Your Firm
Whether you’re managing two strategies or ten, a single fund or a complex multi-vehicle structure, SatuitCRM scales with your firm’s growth, adding users, strategies, and integrations without a platform migration.
Minimal Configuration Needed
Our software is pre-configured for the buy side, meaning your team spends less time on setup and more time building investor relationships.
Trusted for 30+ Years
Satuit has served buy-side investment firms for nearly three decades. Our team understands the nuances of institutional investor relations, fund compliance, and multi-strategy capital raising, and brings that expertise to every implementation.
Operations, Compliance, and Reporting
Compliance and Regulatory Workflow Support
Manage AML/KYC documentation, AIFMD reporting, Form ADV disclosures, and side letter obligations across fund vehicles with documentation workflows, audit trails, and compliance activity tracking.
Centralized Document Repository
Store and retrieve all investor agreements, subscription documents, side letters, DDQs, and marketing materials in a searchable repository linked to the investor and fund record.
Customizable Dashboards and Reporting
Deploy strategy-level and firm-wide dashboards surfacing AUM, pipeline, activity metrics, and LP concentration risk — ready out of the box with full configuration available.
Data Integrations with Portfolio and Fund Administration Systems
Satuit integrates with leading portfolio management systems, fund administrators, and data providers to eliminate double entry and give your team a single source of truth for investor data.
Integrated Email and Outreach Tools
Coordinate multi-strategy marketing campaigns with email templates, bulk mail, and contact-level personalization — with open rate tracking and every activity tied back to the investor record.
Event and Roadshow Management
Manage LP conferences, investor days, and one-on-one roadshows with segmented invitations, RSVP tracking, attendance records, and follow-up tasks linked directly to fund and investor records.
Third-Party Marketer and Placement Agent Tracking
Manage external placement agents and distribution partners across strategies, tracking referral sources, fee agreements, and introduced opportunities within the CRM.
Capital Raising and Marketing Efficiency
Get Started with Satuit's Multi-Strategy Firm CRM Today
Multi-strategy investment firms need a CRM that matches their complexity without slowing them down. Contact us today to see how SatuitCRM can bring your investor relationships, capital raising, and compliance workflows together on one powerful platform.