Product Video: Investor Relationship Management

 Investor Relationship ManagementLearn more about our Investor CRM

Sponsor Direct’s investor CRM is specifically designed for the CRE world, built to help you store, analyze and manage all your investors, investing entities, offers and investments data.

Manage investors with improved efficiency:

  • All Your Data In One Place
  • Better Customer Service
  • Lists & Filters To Prioritize Your Time

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For more product videos explore:

Investment Hub:

Provide your investors a great user experience by giving them a powerful dashboard to view and organize all their investments in one place. Our self service Investment Hub cuts down on Investor Relations service and support calls.

Watch Our Video

Transaction Center:

Use a modern, simple to follow process means both your investors and your firm always know where each offer sits in the process and what action items are left to close an offer – speeding up time to close to hours rather than days or weeks.

Watch Our Video

Customizable Online Offering Pages:

Grow your investor base using a branded, secure and completely turn-key solution to easily and efficiently publish and promote investment offerings online.

Watch Our Video

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