Fundraising · FinBursa 360
Manage capital raises and asset salesfrom first engagement to close.
Run capital raises and asset sale campaigns inside FinBursa 360, from first investor or buyer engagement through commitment or close. Track the pipeline, manage deal rooms and activity, and use ALF to surface engagement, pipeline risks and timing across the campaign.
Fundraising
Manage fundraising and asset sales in one workspace.
Fundraising brings investor and buyer pipelines, conversations, documents, deal rooms, commitments and campaign activity into one structured workspace from first engagement through commitment or close.
Campaign setup
Campaign operations, streamlined.
Create a campaign for a fundraise, syndication, direct opportunity or asset sale, bring your team and materials into one workspace, and configure the pipeline around the transaction.
Campaign workspace
Create a campaign for a fundraise, vehicle, direct opportunity or asset sale. Bring in the team, upload materials, and connect the relevant CRM records. Everything the campaign needs sits in one shared workspace.
Structured campaign workflow
Configure the campaign pipeline around how your firm operates. Define stages, set progression criteria and build the workflow that keeps investors or buyers moving through the process in a structured, traceable way.
Investor workspace
Investor and buyer tracking.
Move investors or buyers through the pipeline, collaborate with each in a dedicated deal room, and maintain a complete, traceable record of commitments, bids, conversations and activity.
Investor and buyer pipeline
Build the campaign pipeline and track every investor or buyer from first interest through commitment, bid or close. Add them directly from your CRM, monitor committed amounts, and see exactly where each one stands at any point in the campaign.
Investor and buyer deal rooms
Invite each investor or buyer into a dedicated deal room under your firm's brand, with communication, documents and access requirements managed in one place. No scattered emails, no missed requests.
Audit trail
A complete audit trail of activity across the campaign, from the first investor or buyer added through commitment, bid or close. Every upload, message and status change logged and attributable.
Campaign analytics
See how the campaign is progressing at a glance. Track commitments, bids or other campaign outcomes against target, conversion through each pipeline stage and momentum over time, all in one dashboard your team and your IC can read in seconds.
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ALF
AI intelligence across every campaign.
Once a campaign is live, ALF tracks engagement, surfaces relevant investors or buyers from the network, analyses the pipeline and highlights timing or progression risks.
Skills, your playbook
As many skills as your firm needs. Each one runs your playbook. Configure a skill for any function: investor or buyer screening, mandate matching, campaign reporting, or document and presentation generation. Each skill follows your methodology and produces outputs in your structure, format, and branding. Then instruct your Agents to run according to your skills.
Investor and buyer context
Every investor and buyer. Full history. Always in view. ALF surfaces the full picture of every investor relationship: prior interactions from the CRM, documents shared, commitments made, and where they stand in the pipeline, without you searching for it.
Investor and buyer recommendations
Relevant investors and buyers, surfaced from your network. ALF analyses your network and surfaces investor or buyer profiles relevant to the campaign: strategy, geography, ticket size and prior interest. Relevant introductions, identified before you think to look.
Pipeline analysis
Understand the campaign at a glance. ALF analyses the full campaign pipeline, including commitments or bids, participant progression and timing to close, so your team always knows where the campaign stands and what needs to happen next.
Surface insights
Your network, researched daily. Daily research across relevant investor, buyer and company relationships. News, developments and market updates, surfaced automatically so your team always knows what’s happening with the relationships that matter.
One suite
A raise never runs in isolation.
Fundraising shares the same investors, buyers, documents and context as the rest of FinBursa 360. Relationships come from the CRM, diligence runs through the VDR, and selected opportunities can be distributed through Listing and FinBursa Access.
Investment CRM
Investor and buyer contacts, groups and relationship history feed directly into the campaign. Every conversation and prior interaction always in context.
Investor relationships
Deal Management
Run capital raises, co-investment campaigns and asset sales alongside the relevant deal workflows in FinBursa 360.
Shared workspace
VDR
The secure document layer for the campaign. Investors and buyers access controlled materials and move through the relevant diligence process.
Secure diligence
ALF
Agentic AI working across investor and buyer context, campaign activity and pipeline data.
Platform-wide intelligence
Listing
Publish a fund, vehicle or asset sale opportunity to selected audiences and extend it into the FinBursa Access network for discovery by eligible investors or buyers.
Listing distribution
See it runon your campaign.
- Run capital raises and asset sales from one campaign workspace
- Track investors and buyers from first interest through commitment, bid or close
- Configurable pipeline stages and campaign forms
- ALF that surfaces relevant investors or buyers and pipeline risks
- Connected to Investment CRM, Deal Management, VDR, Listing and ALF