Our investor relations & fundraising solutions
The key solution to managing investor relations, fundraising, marketing assets and document sharing.
- Nurture stronger relationships with your investors
- Build your fundraising pipeline and achieve your goals
- Market your funds how you want
Investor portal
Our investor relations software solution places the investor experience at the core. Once given access to the platform, investors will find an intuitive digital marketplace that presents them with an array of options selected by the manager.
Data room
Provide secure access to fundraising documents via a robust data room, integrated to the investor portal.
Limit or amend access to data and documents
Offer full transparency to your investors on your historical data
Ability to integrate with an external data room provider
Compliance gatekeeping
A crucial starting point when marketing funds or onboarding investors in different jurisdictions.
Sales team
Empower your sales team, streamlining their processes so they can target their efforts efficiently.
Create and manage sales teams so that reporting and pipeline data can be grouped by each team
Monitor activity and engagement across sales teams and investors with real time analytics
Track commitments toward your fundraising goals across teams, for quicker completions and reporting
Work and project management dashboard
From your sales, compliance and legal departments to your service providers and fund administrators, our platform allows everyone to collaborate through one single reporting platform providing a streamlined but effective investor relations software solution.
01
Provide access to your teams
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View your team’s performance
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Allow for seamless collaboration between teams
Customize platform permissions per individual or department without privacy concerns
Frequently Asked Questions
How does the compliance gatekeeping work?
During onboarding, our team collaborates with your compliance officer/team to map your compliance framework on the platform. When an investor signs up to access your marketplace, we customize the questions asked. The answers guide them through a defined workstream, determining the investments they can view on the platform.
What project management functionality does the platform facilitate?
Once subscriptions come through the platform, an automated process can be set up to initiate risk and legal reviews by different users/parties. These processes can occur in parallel or sequentially, allowing different users to be notified to action tasks on the platform to complete subscriptions. All tasks can be managed, directed, nudged, and reviewed through the Task Dashboard.
How are funds displayed in the investor portal?
Our intuitive investor portal empowers users to display their funds in a white-labelled manner. They can configure the portal with their branding, provide information on the fund with multimedia content, and use tabs to showcase different items such as the fund team, market overview, and key documents, all of which can be access-protected.
Which investments would an investor see when they access the platform?
As the user, you are in full control of which investments can be viewed by each investor. This process can also be automated, where the investor’s jurisdiction and type determine their access. It is important to note that investors will only see the investment opportunities selected and approved by the user.
Can I control which investors see which investments vehicles?
Yes, as above users can manage which investors have access to specific investments within their instance.
Can I see my investor activity during the fundraising process?
Yes, Bite Stream consolidates investor activity. Users can view a summary of all activity at individual investor level or a holistic view of all investors on the GP dashboard.
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