Fundraising · FinBursa 360
Manage fundraising and asset salesfrom first engagement to close
Run fundraising, syndication and asset-sale campaigns through one structured workflow, with investor and buyer engagement, pipelines, deal rooms, commitments and ALF connected throughout.
Fundraising
Manage every campaign through one structured workflow
Bring campaign setup, investor and buyer engagement, pipeline management and intelligence together from first outreach through commitment or close.
Campaign Management
Structure each campaign around the transaction
Create campaigns for fundraises, syndications, direct opportunities and asset sales, with the team, materials, targets and pipeline connected to the relevant FinBursa 360 records.
Campaign Workspace
Create a dedicated workspace for each campaign, bringing together the relevant team, fundraising or sale target, timeline, materials and connected CRM or deal records.
Configurable Pipeline
Define stages, progression criteria and outcomes around the transaction, whether the process moves toward investor commitments, buyer bids or another campaign objective.
Campaign Targets & Progress
Track fundraising targets, expected commitments, bids, campaign deadlines and other key outcomes as the process progresses.
Investor & Buyer Engagement
Manage every participant through the campaign
Track investors and buyers through the campaign, manage diligence and information sharing, record commitments or bids, and keep relevant relationship activity connected throughout the process.
Investor & Buyer Pipeline
Add investors and buyers from Investment CRM and track each participant from first engagement through diligence, commitment, bid or close, with ownership, status and relevant amounts visible throughout the campaign.
Deal Rooms & Diligence
Provide selected investors or buyers with controlled access to campaign materials and diligence through connected virtual data rooms, keeping document engagement linked to the relevant participant and campaign.
Commitments, Bids & Outcomes
Track soft commitments, confirmed commitments, indications of interest, bids and other campaign-specific outcomes against the relevant investor, buyer and campaign target.
Campaign Activity & Audit Trail
Maintain a timestamped record of relevant campaign activity, including participant progression, document activity, commitments, bids and recorded status changes.
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Campaign Intelligence
AI intelligence across every campaign
ALF works from investor and buyer relationships, communications, campaign activity, documents and pipeline context to identify relevant participants, analyze progression and support execution using your firm’s skills and playbooks.
Campaign Skills
Configure AI skills around your firm’s investor or buyer screening criteria, mandate matching, campaign processes and reporting requirements. Skills can support research, analysis, preparation and other repeatable campaign workflows using your preferred methodology and outputs.
Investor & Buyer Context
ALF works from the relationship and communication context connected to each participant, including CRM history, Outlook emails, calendar events, meeting notes, shared documents, deal-room activity and prior campaign interactions.
Investor & Buyer Matching
Analyze your existing network against the campaign to identify potentially relevant investors or buyers based on factors such as mandate, strategy, geography, ticket size, prior interest and relationship context.
Pipeline & Momentum Intelligence
Analyze participant progression, commitments, bids, conversion, timing and campaign momentum to surface areas requiring attention and help teams understand where the campaign stands.
Proactive Insights
Surface relevant investor, buyer, company and market developments that may affect the campaign, alongside stalled relationships, timing risks and other changes that may require action.
FinBursa 360
Campaign context across every front-office workflow
The same investor and buyer relationships, deal context, documents and activity connect Fundraising to the rest of FinBursa 360 throughout the campaign.
Investment CRM
Bring investor and buyer contacts, groups, relationship history and communication context directly into each campaign, with campaign activity connected back to the underlying relationship.
Investor relationships
Deal Management
Connect fundraising, syndication and asset-sale campaigns to the relevant transaction, keeping campaign activity aligned with the underlying deal where required.
Shared workspace
Virtual Data Room
Provide controlled access to campaign and diligence materials, with participant engagement and document activity connected to the relevant investor, buyer and campaign.
Secure diligence
ALF
Apply campaign intelligence across relationships, communications, documents and pipeline activity using the context available to each user.
Platform-wide intelligence
Listing & Distribution
Distribute opportunities to selected audiences and list selected opportunities in FinBursa Access to extend discovery beyond existing relationships.
Listing distribution
Run every campaign through one connected workflow
- Structured fundraising, syndication and asset-sale campaigns
- Investor and buyer pipelines from first engagement through close
- Commitments, bids, diligence and campaign activity connected to each participant
- ALF-powered matching, campaign analysis and proactive insights
- Connected to Investment CRM, Deal Management, VDR, Listing & Distribution and ALF