Listing · FinBursa 360
Control opportunity presentationand distribution
Create and distribute private market opportunities to intended audiences through targeted outreach or a branded private marketplace, with controlled access and optional extension through FinBursa Access.
Listing
Distribute opportunities to intended audiences with control
Listing is a marketing tool for presenting and distributing funds, direct investments, co-investments, asset sales and secondaries through targeted outreach or a branded private marketplace, with interest connected to Fundraising and controlled access to additional materials when required.
Opportunity Distribution
Share opportunities with your network
Present each opportunity clearly, define the intended audience and choose whether to distribute it through targeted outreach or make it available within your private opportunity marketplace.
Present funds, direct investments, co-investments, asset sales and secondary opportunities under your firm’s brand, with the profile, terms and supporting information relevant to the marketing stage.
Select individual contacts or CRM-defined groups and invite the intended audience to one or more opportunities through a controlled outreach effort.
Bring multiple opportunities together in a branded private environment where approved investors or buyers can browse the opportunities made available to them.
Access Control
Control visibility and access
Define who can see each opportunity and keep additional materials behind participant-level approval.
Use Investment CRM segmentation to determine which investors or buyers can see each opportunity and, where required, control when the opportunity or firm identity is revealed.
Attach a VDR folder to the opportunity and require an NDA or approval when needed. An NDA does not grant access automatically; once approved, the participant can access the attached materials.
Interest Tracking
Track interest across the process
Capture the initial response to an opportunity while keeping investors or buyers connected as they progress into active fundraising or asset-sale workflows.
Record expressions of interest and access requests against the opportunity. For investment opportunities, soft commitments can also be captured where relevant.
Continue relevant investors or buyers in the corresponding Fundraising campaign for follow-up, pipeline tracking, commitments, bids and progression through close.
FinBursa Access
Extend selected opportunities beyond your existing network
When broader external distribution is required, choose which opportunities to make discoverable through FinBursa Access while retaining control over the information and materials made available.
Extend selected opportunities through FinBursa Access without changing the visibility and access controls applied to opportunities distributed through your existing network.
Investors or buyers engaging through FinBursa Access can flow into the relevant FinBursa 360 workflow for review, qualification and follow-up.
FinBursa 360
Listing stays connected to the underlying relationships and workflows
Audience segmentation, opportunity information, documents and contacts activity remain connected across FinBursa 360.
Investment CRM
CRM relationships and groups determine which existing investors or buyers can see each listing.
Audience control
Deal Management
Manage the deal process and collaborate with counterparties from origination through execution.
Transaction management
Fundraising
Investor or buyer interest can remain connected to the relevant fundraising or asset sale campaign in the corresponding campaign for pipeline management, follow-up and progression through close.
Campaign connection
Virtual Data Room
Provide approved participants with controlled access to the additional materials attached to the opportunity.
Gated information
FinBursa Access
Extend selected opportunities beyond your existing network when broader external distribution is required.
Optional external distribution
Control opportunity distribution from first invite to qualified interest
- Opportunity presentations across funds, direct investments, co-investments, asset sales and secondaries
- Targeted distribution using CRM-defined audiences
- A branded private marketplace for multiple opportunities
- Participant-level visibility and controlled VDR access
- Interest tracking connected to Fundraising and optional extension through FinBursa Access