CategoryIntegrations

Why do you need CRM in investment funds?

W

If you were asked, what is the most important thing you need to succeed in your daily work? What is the essential thing to have in order to successfully implement any project? Surely, the majority of answers would be based on two obvious concepts: time and data. What information you get and how quickly you can react is crucial. Earlier the main task of a CRM was to store customer data from...

BI in investment management

B

Transparency is more important than ever in the world today. It provides access to information that does not change with regard to the viewpoint or the personality of the broadcaster. Many modern companies use BI systems in their daily activities, but it is very rare for investors to plunge into these systems.  In the best case, they are reviewed once at the due diligence stage and later...

AIRR x Pipedrive

A

As we all know, modern IT products can’t be standalone solutions anymore, they are always part of an ecosystem. That was why we have created AIRR as an integration platform, that pulls together data from CRM, accounting, pipeline, and other systems you use and unites it into a convenient portal for your team and investors. With more than 18 connected apps already and an ongoing process to add...

Practical setup guide: AIRR automated reporting with Xero for a PE/VC firm

P

Accounting in a small PE/VC firm is usually more about convenience and accuracy than about complexity. In a nutshell, every fund has the following types of transactions it wants to track: Drawdowns and distributions(how much money LPs have put in the fund and how much have they received back)Investment transactions, dividends and exit proceeds (how much the fund has invested in portfolio...