Investment CRM · FinBursa 360
One system of record forrelationships, assets and activity
Maintain one structured view of your firm’s network, assets and activity across deal execution, fundraising and sales workflows, with Outlook and ALF connected to the same context.
Investment CRM
Built around the relationships that drive private markets
Structure your network, capture the activity around it and put intelligence to work across the same context.
Relationship management
See every relationship in full context
Structure contacts, companies, funds, properties and groups as connected records, with relationships, activity, documents and opportunities available from one CRM.
Contacts
Manage investors, buyers, deal sources, advisers and other external contacts, connect them to the relevant organizations and activity, and maintain the context associated with each relationship.
Companies
Track target companies, portfolio companies, investors, advisers, service providers and other organizations together with their contacts, activity, documents and related opportunities.
Funds & properties
Track funds and real assets your firm manages, advises on, invests in or monitors, alongside the relationships, activity and opportunities connected to them.
Groups & segmentation
Segment contacts by type, mandate, interest, geography, engagement or other firm-defined criteria, and govern how those groups are used across opportunity sharing and external access.
Activity tracking
Every interaction, connected to the right record
Capture emails, calls, meetings and notes against the relevant contact, company, fund or deal, giving teams a shared view of relationship activity across the CRM.
Activity log
Capture emails, calls, meetings and notes against the relevant contact, company, fund or other CRM record, with activity available in one chronological history.
Outlook integration
Connect Outlook and sync relevant emails and calendar events to the appropriate contacts, companies and workflows, keeping communication context available inside FinBursa 360.
Task management
Create, assign and track tasks against contacts, companies, deals, fundraising or sales campaigns, with responsibilities and follow-ups connected to the underlying record.
Workflow linkage
Connect relationship activity to deals, fundraising and sales workflows so teams can see the relevant interaction history in the context where work is happening.
Activity log1 / 4
Embedded AI
AI built into your relationship workflow
ALF works from the CRM context available to each user, including relationship history, emails, calendar events, meeting notes, tasks and connected workflows, to surface relevant intelligence and execute CRM skills on demand.
CRM skills
Configure AI skills around your firm’s processes, guidelines and playbooks for meeting preparation, relationship reviews, engagement reporting, research, document generation and other CRM workflows. Each skill can follow your methodology and produce outputs in your preferred structure, format and branding.
Relationship context
Bring together relationship history, emails, calendar events, meetings, notes, tasks, connected companies, deals and other relevant activity to give teams the context they need before a meeting, follow-up or decision.
Engagement insights
Understand how relationships are evolving across your network. ALF can surface follow-ups, engagement gaps, changes in interaction patterns and relationships requiring attention based on the activity and context available across the CRM.
Network mapping
Understand how contacts, companies and opportunities connect across your network. ALF can identify relevant relationships, shared connections and potential introduction paths to support outreach and business development.
Deal & campaign context
Connect relationship context to deals, fundraising and sales campaigns so ALF can surface the relevant people, communication history, activity and next actions within the workflow where the team is operating.
Proactive insights
ALF proactively monitors relevant company, market and relationship developments and connects them to the contacts, companies, deals and campaigns they may affect, helping teams identify developments worth acting on.
FinBursa 360
CRM context across every front-office workflow
Investment CRM is the relationship layer of FinBursa 360. The same contacts, companies and relationship context support Deal Management, Fundraising, VDR, Listing and ALF across the platform.
Deal Management
Connect deals to the contacts and companies involved, with relationship history and activity available alongside the opportunity throughout execution.
Linked deal activity
Fundraising
Use CRM contacts and groups directly within fundraising and asset-sale campaigns, keeping investor and buyer relationships connected to campaign activity.
Campaign audiences
Virtual Data Room
Connect document access, participation and engagement in the VDR to the relevant contacts, companies and relationship records.
Document access history
ALF
Apply agentic AI across the relationship, deal and activity context available to each user.
Platform-wide intelligence
Listing & Distribution
Use CRM segmentation to control which contacts or groups receive opportunity information, with selected opportunities able to be listed in FinBursa Access.
Audience control
Put your network to workacross your front office
- Every contact, company, fund and property in one structured relationship environment
- Emails, calendar events, meetings, notes and tasks connected to the right records
- Relationship activity connected to deals, fundraising and sales workflows
- ALF using CRM context to surface intelligence and execute skills
- Connected to Deal Management, Fundraising, VDR, Listing and the wider FinBursa 360 platform