WHAT WE OFFER

Hedge Fund CRM Software for Investment Management, Fundraising, and Reporting

The best hedge fund, fund of fund, and boutique fund managers like yourself are constantly re-inventing the game, playing 4D chess, and learning on the go in order to beat the markets, earn trust, and enhance their reputation. IPP InterFirm° is a class leading CRM software with sophisticated technology components that can help you achieve success immediately and over the long haul. Are you looking for a new CRM strategy in an investment management solution? We specialize in hard to tackle projects representing proprietary data schemas, complex models / algorithms, deep insights, in order to integrate, create, and dominate your data and leverage the power of information to enhance and nurture your most profitable relationships.

CRM FEATURES

Specialized HF CRM solutions built for boutique thinkers.

Best of breed Hedge Fund CRM software InterFirm° by IPP is tailored for each client. One size does not fit all in relationships or software, and this is especially true when your a hedge fund making products that are your secret weapons. IPP offers bespoke, purpose-built CRM software for hedge funds, fund of funds, and boutique investment firms, so that you can go make investors money and leverage your skills where they are most valuable. Save time and treasure by having detailed relationship insights at your fingertips. There is no need to design complex time-series, data visualizations, or histograms in the world of IPP. We will help you visualize complex data sets where appropriate, and help your teams understand them.

Improve communications and collaborating with inbound investor request tracking, web-based investor inquiry support, and a full audit trail of how your investors are interacting with your firm.

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INVESTOR NURTURING

IPP InterFirm° - True hedge fund CRM and database management to nurture your investor. The most valuable assets you have.

  • Securely transmit, sign, and search PE documents like sub-docs and PPMs to investors
  • Automate your performance reporting, waterfalls, distributions, and payments
  • Provide key metrics, aggregations, time-series, & dashboards to see value quickly
  • Control your marketing, prospecting, fundraising and deal making from one source of truth
  • Track everything to analyse and learn from your data without any programming or fuss

IPP°

BESPOKE ALTERNATIVE INVESTMENTS SOFTWARE

Alternative Investments Software for Hedge Funds, FoFs, and Boutiques

Best-of-breed hedge fund crm software systems for hedge funds, FoFs, and boutique firms looking for an advantage in the space

InvestorPortaLPro™ investor relations software is built for IR teams and their investors and shareholders to easily share documents, collaborate, and provide charts and data online. Our IR software features allow you to best manage investor relations, communicate and collaborate with clients, and monitor your investor portal interactions. InvestorPortaLPro™ is securely hosted and SSAE SOC II Type 2 certified. Our tools will help you make better business decisions, reduce risk, and collaborate with your current and prospective investors.

Schedule a demo

Are you ready to put a hedge fund CRM software system in place that lives up to the hype?

We have never lost a client. We take the time to listen to your needs before selling you software. We appreciate our clients time, and look forward to speaking with you today about potentially partnering with us. Thank you ahead of time for providing your contact information and a brief description of what your goals are today. We value your privacy and will never sell or provide your information to 3rd parties

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All fields secure, and kept private


Why choose a boutique alternative investments software firm?

There are many reasons to choose InvestorPortaLPro™. We are affordable yet sophisticated, 100% dedicated to investor portals, and spend most of our revenue on research and development to build a better portal for our customers and their investors.

  Our vision & dreams

"We shall build good software here, at a profit if we can, at a loss if we must, but always good software."

InvestorPortaLPro™ aims to be the most user-friendly, affordable, and modern investor portal on the market for firms of all sizes, including private equity, real estate, public companies, private companies, banks, wealth managers, and asset servicers.

  Our people, ethics, and experiences

100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straight-forward, and down to earth team in the space. We are also hiring. Please contact us about joining our team of alternative investment software professionals.

  100% customer success & retention

Every implementation we have done is unique, and all have been success stories for our clients. Our organization is founded on the simple belief that we are successful when our clients are completely happy. We offer flexible pricing, financing options, and certain guarantees in our contracts for your success and ours.

  R&D commitment

InvestorPortaLPro™ develops the most technically advanced alternative investment software and investor portal software on the market today. Designed to be useful, and user friendly. You can choose to host IPP yourself (on premises), or with any hosting provider such as Azure™, or Amazon™ AWS. IPP is built using open source software. Since we develop sophisticated technology we spend a large majority of our budget on research and development.