Investment CRM · FinBursa 360
Investment CRM for relationships,assets and activity.
FinBursa CRM structures and connects contacts, companies, funds, investors and activity in one system of record. ALF uses that context to surface follow-ups, relationship signals and relevant opportunities.
Relationship engine
Built around investment relationships, not generic sales workflows.
FinBursa is structured around how capital actually moves: the people, the vehicles, and the intelligence that connects them, in one connected system.
Structured network
Structured relationship data across your network.
Not another flat address book. Contacts, companies, funds, and investor groups, each a rich, connected record in the network your firm actually runs on.
Contacts
Manage investors, deal providers, advisers, and other external contacts, connect them to the relevant organisations and activity, and invite selected contacts into tailored portals.
Companies
Track target companies, portfolio companies, advisers, service providers, and other organisations, together with their contacts, activity, documents, and related opportunities.
Funds & properties
Every fund and real asset you manage or monitor, structured alongside your network.
Investor groups
Segment your network around how your firm operates, and control exactly who sees each opportunity through Listing and FinBursa Access.
Activity capture
Every interaction, connected to the right record.
Emails, calls, meetings, and notes, captured against the right record and visible to your whole team. Nothing slips, nothing gets duplicated, and no relationship goes cold.
Activity log
Log emails, calls, meetings, and notes directly against a contact, company, or fund. Filter by activity type or deal.
Deal-linked activity
Every interaction linked to the relevant deal. The full relationship history of every contact involved, always visible in context.
Shared engagement record
Your whole team works from the same activity history: one shared record of every relationship, so no one starts from zero.
Email & calendar integration
Connect Outlook to work without switching tabs: send and receive emails, see upcoming events, and have every message and meeting land on the right contact, company, and deal.
Activity log1 / 4
AI Agent
AI built into your relationship workflow.
Ask it anything about your relationships. It already knows the history, the activity, and the connections. Built in, not bolted on.
Skills, your playbook
As many skills as your firm needs. Each one runs your playbook. Configure a skill for any function: meeting preparation, relationship reviews, engagement 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.
Relationship context
Every relationship. Full history. Always accessible. Prior interactions, deal history, activity, and relationship strength, all surfaced instantly so you never walk into a conversation cold.
Engagement insights
Know who needs attention before the relationship cools. See which contacts are going quiet, which follow-ups are overdue, and which relationships need you this week, without reviewing a single record by hand.
Network mapping
See how your network connects. Identify warm introduction paths across your network. ALF maps connections between contacts, companies and deals so relevant relationship context is available before outreach.
Deal linkage
Relationships and deals. Always connected. Ask about a deal, get the relationship context. Ask about a contact, get the relevant deals. Your network and your pipeline, always in sync.
Surface insights
Your network, researched daily. News, developments, and market moves across your contacts and companies, researched daily and surfaced automatically so your team is never the last to know.
One suite
CRM context across every FinBursa 360 workflow.
Investment CRM is the relationship layer of FinBursa 360. The same contacts, companies and context support Deal Management, Fundraising, VDR, Listing and ALF without duplicating records across workflows.
Deal Management
Every deal linked to the contacts and companies in your CRM. Relationship history and context always visible when evaluating an opportunity.
Linked deal activity
Fundraising
Your investor contacts and groups from the CRM feed directly into fundraising campaigns. Manage relationships and capital raise activity from the same network.
Campaign audiences
VDR
Documents shared through the VDR are linked to the contacts they were shared with. Access logs tied back to your CRM records.
Document access history
ALF
Agentic AI operating across the relationship, transaction and activity context available to each user.
Platform-wide intelligence
Listing
Investor groups defined in the CRM control which contacts see each opportunity, with selected listings extendable into the FinBursa Access network.
Audience control
See your networkworking for you.
- Every contact, company, fund, and property in one structured network
- Complete activity tracking, visible across your whole team
- AI that surfaces relationship context, engagement gaps, and opportunities
- Connected to Deal Management, Fundraising, VDR, Listing and ALF