Investor Profiles
See the whole investor relationship
Keep investor entities, contacts, holdings, documents and activity connected in one place.
CRM & Capital Raising
Turn investor interest into. momentum.
Bring investor relationships, communications and capital-raising opportunities together with software built for private markets.
Book A Demo of Unitise's CRM software and capital raisingKeep every investor relationship moving forward.
Give your team a complete view of investor relationships and your capital pipeline, so you know who you're talking to, where each opportunity stands and what needs to happen next.
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Account Management
Keep the details under control
Manage contact information, authorised parties and due diligence milestones with greater oversight.
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Investor Communications
Stay connected at every stage
Share fund updates and new opportunities while keeping existing and prospective investors engaged.
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Capital Raising
Keep opportunities moving
Launch opportunities, track expressions of interest and guide investors from initial enquiry through to funded commitment.
Our Process
From first interest to funded commitment.
Manage the capital-raising journey in one place, with the investor information, activity and context your team needs at every stage.
Bring every investor into view
Keep investor profiles, contacts, authorised parties, holdings, documentation and activity connected in one consolidated record.
Put new opportunities in front of the right people
Communicate new investment opportunities and stay engaged with prospective and existing investors.
Know where every opportunity stands
Track expressions of interest and keep visibility over prospective investors as opportunities progress.
Turn interest into investment
Guide investors from initial enquiry through the capital raising process to funded commitment.
You need more than a simple CRM.
Every investor relationship comes with more context: entities, accounts, holdings, authorised parties, due diligence, documents, communications and investment opportunities. Titanium brings that context together, giving your team a financial CRM built around the relationship you actually have with your investors.
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See more than a contact record
Access the information behind the relationship, from investor entities and authorised parties to holdings, documentation and active tasks.
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Built around investment relationships
Manage the details and processes that matter in private markets, including due diligence, investor communications and capital-raising activity.
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Part of the wider fund operation
Titanium's CRM integrates with the broader product suite, keeping relationship management closer to the systems supporting your funds.
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Keep sensitive information in the right hands
Assign administrative approvers for sensitive record changes and maintain greater oversight of investor information.
FAQs
More on CRM software and capital raising.
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Capital raising software helps fund managers manage investor relationships and investment opportunities throughout the capital raising process. Unitise brings investor information, communications, expressions of interest and opportunities together, helping your team manage the journey from initial enquiry through to funded commitment.
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Unitise gives your team a consolidated view of each investor relationship, including investor entities, contacts, authorised parties, portfolio holdings, documentation and active tasks. You can also manage due diligence milestones and communications from within the platform.
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Unitise's CRM system is designed around the needs of investment businesses rather than a generic sales process. It thrives at connecting relationship and capital raising activity with the wider systems supporting your funds as a single source of truth.
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Yes. Unitise can support your team from initial investor enquiry through to funded commitment. Launch investment opportunities, communicate them to prospective and existing investors, track expressions of interest and manage opportunities as they progress.
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Yes. Unitise supports ongoing engagement with existing investors as well as prospective leads, giving your team a central place to manage investor information, communications and new investment opportunities.
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Yes. Unitise can integrate with the entire product suite, helping keep investor relationship management connected with the systems supporting your broader fund operations as a single source of truth.
