Placement agents
Become the modern, trusted and preferred partner for capital raising activities
- Connect investors with fund managers digitally
- Compliantly cater to all your clients in one platform
- An intuitive investor experience
Bite Stream’s placement agent software helps all intermediaries who raise capital for investment funds, to move away from legacy systems to a smooth and secure platform, providing them with the necessary tools they need to demonstrate value to their clients.
Demonstrate your value by keeping a digital track record of all client introductions beyond traditional emails and conversations.
- User-friendly software that enhances efficiency, consolidates data and workflows, and reveals valuable insights
- Monitor all interactions with investors while extracting actionable insight to share with managers as desired
Simplify your due diligence process and offer your own intuitive marketplace, showcasing all investment opportunities that you have mandates for.
- A simpler, more modern NDA and due diligence process, with access to a secure data room
- Investor groups ensure your clients only see the funds you want them to see according to their investment preferences
Leverage our tools to track deals in an organized and efficient way, designed to improve client relationship management, increasing transparency and satisfaction, whilst reducing costs and human errors.
- Build and oversee relationships across your client and mandate pipeline
- Collect data on investors and maintain a digital footprint of all activity to easily access for a quicker reporting process
Offer your investors transparency throughout their investment journey, starting with a seamless onboarding process and continuing with professional, tailored communications.
- In platform communication tools allow you to manage campaigns and tailor investor communications, for stronger relationships and brand loyalty
- Track investor engagement and satisfaction, focusing efforts where needed
Software solutions for placement agents
For stronger, longer lasting relationships
Investor relations & fundraising
Investor management
Integrated solutions that enhance workflows
01
Highly configurable SaaS platform
Open architecture end-to-end solution, meaning we can seamlessly integrate with other and existing systems.
02
Improved operations
Automates manual processes, contracts and forms reducing errors and enhancing productivity.
03
Better investor experiences
Quicker onboarding, an intuitive digital marketplace and tailored investor communications to drive engagement.
04
Accelerated distribution
Optimizes the entire fund lifecycle and opens access to new pools of investors for faster, more efficient fundraising.
Bite Investments, your trusted technology partner
Unmatched experience
Led by an international team and backed by leading institutions & funds with extensive experience in alternative investments, financial services, and technology.
A global presence
Headquartered in London, UK, with established offices in Asia, Europe, and North America, and clients across all six continents, including Australia, South America and Africa.
Security conscious
SOC 2-compliant, with ongoing product and system reviews, for a robust platform offering data security and reducing risks, keeping client data safe.
History of excellence
Serving the private market community since 2009. We are committed to our clients by bringing innovative solutions to open up and democratize alternative assets.
Learn more about Bite Stream
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