Increasing Efficiency for the Private Placement Process

We can provide you with an innovative software product to manage the private placement marketing process. Our integrated web-based platform reduces the resource intensity of marketing activity of a private placement.

  • Build a pitch with the content you want (teaser, video, pitch info, data room, meeting diary)
  • Select investors to approach based on your defined filters, prepare your emails, track investor engagement. Focus resources on where  they matter most.
  • Easy to navigate, update and share live information with your entire team.
  • Work flow steps such as signing NDAs, self certification/client categorisation tailored to your needs but automatically generated.
  • Real time data to track the level of interest from investors at an individual level as well as deal level campaign performance metrics.
  • Full white label solution – your branding, your flows, your investors and none of your competitors on your platform.

 

Private Placement Process software

 

 What We Can Offer:

  • Structured approach to communicating deals to an investor base
  • Automation of admin processing (NDAs, KYC, Self Certification)
  • Track investor engagement & focus sales team where they are most valuable
  • Open up deals to a wider audience

 

Our private placement platform can work in conjunction with our White Label crowdfunding platform. This includes client relationship management/investor engagement tools, NDA administration, meeting booking and data room access.
 
For more information on our Private Placement Management Platform please contact ShareIn!