Specialized business processes. A-I connects contacts that are related but not in your system. Easily match your buy-side or sell-side counter-parties as well as funding sources. One and two-click reporting create times savings and make reporting to LPs and clients efficient and secure.
The Sales and Marketing Platform that you’ve been waiting for.
The Sales & Marketing modules create sales process transparency for executives, are easy to use for the sales team, and help your marketing department generate and qualify more leads. Within a few clicks, sales management can move from a firmwide view down to an individual producer to a specific deal. Pipeline reports can be set to run automatically with all the detail that you want to look at. Populate your contacts with LinkedIn data and stay be up-to-date.