What's included
Because CRMs, mass emails and multiple software systems are just not good enough.
Capital raising, marketing and investor relations do not have to be complicated. Get running quickly with your own environment and take your relationships, security, operations and growth further.
CRM
Going beyond what traditional CRM systems can do.
- Manage visibility and access rights
- Robust timelines with insights
- Smart, tailored, timely follow-ups
- Integrated NDAs
- Bulk and individual actions
- Investment and KYC information
Virtual Documents
Securely host and share documents in your Investor Portal
- Unlimited libraries and folders
- Visibility and access controls
- Drag and drop folders or repositories
- Insights and notifications
- Easy management
Fundraising
Secure area to host information about your funds, SPVs and offerings
- Custom digital dashboards
- Visibility and access controls
- Accreditation checks
- Insights and workflows
- HF, PE, VC, RE, SPV modules
- Full company branding
- Investments and related transactions
- Indications of interest
Digital Transactions
Let investors subscribe in your Investor Portal
- Your offering materials digitized
- Integrated KYC
- Add-ons, redemptions, transfers
- Fund administrator integration
- Unified, seamless investor experience
- End-to-end transaction workflows
- Advanced, intuitive technology
- Realtime monitoring
- Set and track fundraising goals
Investor Onboarding
KYC and reusable Investor Profiles
- Dynamic KYC matrices
- Cross jurisdictional support
- ID verifications and validations
- Approval workflows
- Investor entities and beneficial owners
- PEPs
- Data and documents
- Highly maintainable
Investor Servicing
Your LP portal for existing investors can live here too
- Complete Investor Portal
- Administrator or team powered
- One system across administrators
- Custom dashboards and documents
- Investor permissions and distributions
- Integration transaction workflows
- Document distributions
Investor Voting
Sometimes things require LPs to vote. Gone are the days of spreadsheets and emails.
- Launch a vote among investors
- Set start and end dates
- Track progress in real time
A branded, enriching environment to service your investors across the entire journey
Loaded with features, workflows, integrations and intelligence you require
Shorten—
your sales cycles.
Start driving engagement earlier and eliminate months from the due diligence timeline. Give prospects frictionless access to information and updates they need on the secure, compliant infrastructure you control and they want.
Convert—
your leads.
Take an effective approach to capital raising with customer-driven insights, client segmentation and integrated workflows to follow up with your relationships in a highly tailored, more productive ways.
Upgrade—
your client relations.
With the industry's most intuitive, comprehensive Investor Portal, you can have a single system to service clients worldwide, across your offerings, IR teams and fund administrators.
Integrate—
electronic subscriptions.
Use the world's most powerful fund subscription technology—in your Investor Portal and with straight through processing capability to your fund administrator.
Power—
the entire investor journey.
Prospects and clients can now easily and intuitively engage, interact and invest with you—all in one secure place.
All-in-one
| Selected features | CRMs | Data rooms | Digital Subscriptions | Investor Portals | Eleven |
|---|---|---|---|---|---|
| CRM software | $ | No | No | No | |
| Virtual Data Room | No | $ | No | No | |
| Smart Insights and Workflows | Limited | No | No | No | |
| Fund Administrator integrations | No | $ | Limited | Limited | |
| Online investment inquiries | No | No | No | ||
| Digital transactions | No | No | Limited | No | |
| Investor Onboarding / KYC | No | No | Limited | No | |
| Reusable Investor Profiles | No | No | No | No |
The infrastructure to power your team—and your growth.
Built for you
This module has been built in collaboration with our clients to give you the specific, enterprise-level solutions you need. Not just that, but we also ensure you have the easiest to use, easiest to implement and most powerful set of tools available for your company, your clients and you.
We keep innovating
We endlessly release new features, upgrades and improvements, and respond aggressively to feedback from our users.
Compliant, reliable and secure
Eleven is a SOC 2 Type 1 and Type 2 company. Our systems have over 99% uptime, are scalable and redundant.
Highly modular
This means using what you need. Enterprise systems can take companies a long time to roll out, but Eleven makes technology really easy to adopt and scale as your usage and needs grow.
We care
We love forming deep, quality partnerships with our clients. It is how we build things specific to your needs. We measure our success by how much your team loves the Eleven technology.
A single operating system
Start scaling your investor relations.
With thousands of users in more than 35 countries, some of your investors may already be on Eleven. Drive your business forward and let them access your team, your offerings and their investments here too.
