at Financial Technnology Year
Please contact them if you have any questions.
eFront Invest from eFront (part of BlackRock)
Fundraising pipeline management, investor relationship tracking, document and reporting workflows, compliance tools, LP communications, and integrated data analytics for alternative investments.
More about eFront (part of BlackRock)
Product analysis by function
Fundraising CRM Systems for Investor Relations
Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
More Fundraising CRM Systems
More Investor Relations ...
Contact & Relationship Management
(13 Yes /13 Known /13 Possible features)
|
Contact Database Centralized repository for storing detailed LP information, including contact info, investment preferences, and history. |
Product describes centralized LP and investor data repository as a key feature. | |
|
Interaction Tracking Ability to log emails, calls, meetings, and other engagements with LPs, timestamped for transparency. |
eFront Invest tracks all interactions and touchpoints with LPs, per official documentation. | |
|
Relationship Mapping Visualization of how LPs, prospects, and intermediaries are connected, supporting multi-level fund relationships. |
Relationship mapping described for multi-level fund and investor organization hierarchies. | |
|
Custom Fields Customizable fields to tailor contact records to firm-specific information needs. |
Custom fields available for contacts, funds, and deals as per product customization documentation. | |
|
Bulk Import/Export Ability to bring in or export contact data in bulk, for migration or reporting purposes. |
Bulk import/export of contacts and records confirmed in migration/implementation literature. | |
|
Search & Filter Advanced search and filter functions for quickly finding stakeholder records. |
Advanced search and filter for contacts, funds, deals stated on product web page. | |
|
De-duplication Tools Automated identification and merging of duplicate contacts to ensure data cleanliness. |
De-duplication features listed among data cleanliness tools in user guide. | |
|
Company Association Linking contacts to institutions/firms, enabling organization-centric relationship tracking. |
Association of contacts to companies/institutions explicitly mentioned. | |
|
Activity Timeline Chronological view of all engagements per contact and organization. |
Chronological timeline of engagements available for all contact records. | |
|
Record Ownership Assignment Assign contacts/accounts to specific team members for accountability. |
Record/account ownership assignment functions available for accountability. | |
|
Historical Data Logging Maintaining an auditable record of changes to contact data over time. |
Change logging and version history present for all major record types. | |
|
Data Enrichment Automatically enhance contact records with third-party data (e.g., LinkedIn, Pitchbook integration). |
Automatic data enrichment via integrations and external sources described in product specs. | |
|
Permission Controls User-based access to sensitive contact data and relationship details. |
Permission controls exist for sensitive contact and relationship data, per documentation. |
Fund Tracking & Pipeline Management
(12 Yes /12 Known /13 Possible features)
|
Fundraising Pipeline Kanban or list views for visualizing LP status at each stage (prospect, under diligence, committed, etc). |
Visual fundraising pipelines (kanban, list) part of core CRM interface. | |
|
Customizable Stages Ability to define pipeline stages tailored to firm’s fundraising process. |
Customization of pipeline stages highlighted as a feature for different fundraising workflows. | |
|
Deal/Opportunity Creation Open and manage fundraising opportunities linked to specific funds and LPs. |
Users can create and manage fundraising opportunities linked to funds and LPs. | |
|
Commitment Tracking Track soft and hard capital commitments from LPs. |
Tracks hard/soft capital commitments from initial pledge to close. | |
|
Multiple Fund Support Manage parallel fundraising cycles across different funds. |
Supports parallel and multiple funds/channels in single instance. | |
|
Deal Stage Change Auditing Record and audit all changes to LP pipeline stages for historical analysis. |
Deal stage changes are tracked and auditable. | |
|
Lost/Closed Opportunity Reasons Ability to record reasons for lost or closed fundraising opportunities. |
Captures and reports on reasons deals are lost or closed. | |
|
Forecasting Tools Estimate likely closes and fundraising progress based on pipeline. |
Forecasting/estimating fundraising closes and pipeline outcomes described. | |
|
Weighted Pipeline Valuation Assign probabilities to pipeline stages for weighted fundraising forecasts. |
Weighted valuation via probability assignments to pipeline stages supported, per analytics documentation. | |
|
Activity Reminders & Alerts Notifications for follow-ups, deadlines, and key milestones. |
Activity reminders, email and in-app, are available. | |
|
Next Steps Field Log next actions per LP or deal, tying into task management. |
Next steps logging and task management supported for each deal. | |
|
Comprehensive Notes Store detailed meeting, call, and diligence notes linked to pipeline deals. |
Comprehensive notes storage for engagements/meetings is supported. | |
|
Deal Scoring Quantitative scoring capabilities to prioritize LP prospects. |
No information available |
Investor Communication & Reporting
(9 Yes /9 Known /12 Possible features)
|
Bulk Email Integration Send personalized emails to groups of LPs directly from the CRM. |
No information available | |
|
Template Library Pre-built email and document templates for consistent communication. |
Template document and email library available for user communications. | |
|
Mail Merge Capabilities Automate the personalization of bulk investor emails and letters. |
No information available | |
|
Read/Engagement Tracking Monitor which investors engage with sent materials. |
No information available | |
|
Event Management Track invitations, registrations, and attendance for LP meetings and webinars. |
Event management modules for LP meetings and webinars included. | |
|
Document Distribution Share PPMs, DDQs, quarterly reports, etc., securely with LPs. |
Secure document distribution for PPM, DDQ, reports, etc. included as core feature. | |
|
File Versioning Track versions of documents distributed to investors. |
Document versioning supported for reporting and audit trail purposes. | |
|
Batch Document Upload Upload multiple reporting documents for dispersal to different LPs efficiently. |
Batch upload of reporting docs part of investor communication tools. | |
|
Automated Reminders Schedule and send reminders for meetings, deadlines, or outstanding investor documents. |
Automated reminders for key events and deadlines cited as part of notification engine. | |
|
Secure Investor Portal Password-protected area for LPs to download reports and communications. |
Investor portal with secure, role-based access highlighted on product page. | |
|
Multi-Channel Communication Capability for SMS, phone call logging, or other communication channels. |
Call logging, email, and basic SMS/other channel support mentioned in product literature. | |
|
Consent Management Track legal/communications consent and preferences for each investor. |
Consent and communication preference tracking described as GDPR feature. |
Integration & Data Connectivity
(11 Yes /11 Known /12 Possible features)
|
Email Integration Seamlessly connect with major email clients to sync correspondence. |
Integration with Outlook and other major email platforms supported. | |
|
Calendar Sync Integration with Outlook, Google Calendar, etc. for meeting and event tracking. |
Calendar integrations available for Outlook/Google. | |
|
API Access Open API for custom integrations with proprietary or third-party systems. |
Documented open API for broader integration. | |
|
Data Import Tools Import data from spreadsheets or legacy CRMs. |
Import tools for legacy CRM and spreadsheet migration. | |
|
Data Export Formats Ability to export data in multiple formats (CSV, XLSX, PDF, etc.). |
Export to multiple formats supported. | |
|
Third-party Data Sources Direct integration with cap table management, fundraising, or industry databases. |
Integrates with Pitchbook and other industry databases, per documentation. | |
|
Single Sign-On (SSO) Integrate with organizational SSO solutions for user authentication. |
SSO (SAML, OIDC) documented in security and deployment guides. | |
|
Document Management System Integration Connect seamlessly to Docusign, Dropbox, Box, Google Drive, etc. |
Integrates with Docusign, Dropbox, Box, and Google Drive. | |
|
Bi-directional Data Syncing Two-way syncing with other business-critical apps (e.g., ERP, marketing automation). |
Bi-directional data sync with external systems available via API. | |
|
Workflow Automation Integrations Trigger actions in workflow automation tools (Zapier, Tray.io, etc.) based on CRM events. |
Workflow automation integration (Zapier, etc.) available. | |
|
Custom Webhooks Support for sending notifications to other applications when CRM events occur. |
No information available | |
|
Real-time Data Updates Immediate syncing and updates across all integrations. |
Real-time updates and syncing highlighted as a key integration feature. |
Reporting & Analytics
(11 Yes /11 Known /12 Possible features)
|
Customizable Dashboards Build personalized dashboards showing key KPIs and metrics. |
Customizable dashboards and KPI tracking available. | |
|
Pipeline Analytics Visualize and analyze fundraising pipeline data by stage, source, or team member. |
Pipeline analytics by team, investor, stage, etc. present. | |
|
Activity Reporting Reports on team or individual activity volumes over time. |
Activity reporting by user or team is supported. | |
|
Outcome Attribution Determine which activities or touchpoints led to successful commitments. |
Outcome attribution supported with customizable analytics. | |
|
Historical Fundraising Analysis View trends across past and active fundraises. |
Historical analysis of prior fundraising rounds available. | |
|
Investor Segmentation Reports Break down LPs by type, commitment size, region, etc. |
Investor lists and segmentation supported in reporting. | |
|
Lost/Closed Reason Analytics Analyze lost/closed deals by reason for process improvement. |
Lost/closed deal analytics available. | |
|
Downloadable Reports Export visual and tabular data for presentations or compliance. |
Downloadable/exportable reports available for compliance and presentations. | |
|
Data Visualization Support for bar, line, pie charts, and other common visualizations. |
Data visualization including charts and graphs part of analytics module. | |
|
Scheduled Email Reports Automate regular reporting delivery to key stakeholders via email. |
Scheduled email reporting is supported. | |
|
Custom Report Builder Drag-and-drop or query-based tool for creating custom reports. |
Drag-and-drop custom report builders are available. | |
|
Time to Stage/Close Analytics Average or median time LPs spend at each pipeline stage. |
No information available |
Security & Compliance
(12 Yes /12 Known /12 Possible features)
|
Role-Based Access Control (RBAC) Control user access to data and functionality based on defined permissions. |
Role-based access controls (RBAC) are a core security feature. | |
|
Data Encryption Encryption of data at rest and in transit. |
Data encryption both in transit and at rest as part of platform security approach. | |
|
Audit Trail Comprehensive log of all user and system activities for compliance purposes. |
Comprehensive audit trails/logs for compliance. | |
|
GDPR/CCPA Support Tools to help demonstrate compliance with global privacy laws. |
Product literature describes GDPR/CCPA support and privacy compliance tools. | |
|
Multi-factor Authentication (MFA) Support for MFA to provide secure system access. |
Multi-factor authentication (MFA) is a standard security option. | |
|
Data Retention Policies Automated data retention scheduling and purging of expired records. |
Automated data retention and purging policies user-configurable. | |
|
Regular Security Updates Consistent patching and security improvements by the vendor. |
Regular security updates/patches part of BlackRock product support. | |
|
Data Residency Options Ability to specify where data is hosted geographically for compliance. |
Data residency options available for regulatory compliance. | |
|
End-User Privacy Controls Investor-facing privacy and data preferences settings. |
End-user privacy management and self-service compliance tools described. | |
|
Breach Notification Workflow Automated processes for handling and communicating data breaches. |
Automated breach notification workflow part of compliance module. | |
|
Secure Document Storage Industry-compliant storage for investor reports and sensitive files. |
Document storage meets industry compliance; secure file management included. | |
|
Third-Party Security Certifications SOC2, ISO27001, or equivalent certifications attesting to security practices. |
Regularly audited for SOC2, ISO27001 and/or equivalent certifications. |
Activity & Task Management
(11 Yes /11 Known /12 Possible features)
|
Task Assignment Assign fundraising-related tasks to team members with due dates. |
Task management and task assignment available out-of-the-box. | |
|
Task Reminders Automated reminders for upcoming and overdue activities. |
Automated task reminders included in core task system. | |
|
Recurring Tasks Support for scheduling repetitive tasks (e.g., monthly check-ins). |
Supports recurring tasks and follow ups. | |
|
Shared Calendars View and manage shared team calendars for meetings and follow-ups. |
Shared team calendars for meeting and follow up available. | |
|
Meeting Scheduling Integrated meeting scheduling, with calendar invites sent directly from CRM. |
Integrated meeting scheduling and calendar invites supported. | |
|
Comments & Mentions Collaborate through comment threads and @mentions within records. |
Comments and mentions functionality designed for team collaboration. | |
|
Progress Tracking View progress bars or dashboards showing task/completion statuses. |
Progress tracking dashboards for tasks and activities available. | |
|
Task Prioritization Flag or rank tasks for importance or urgency. |
Supports task prioritization/flagging for urgency. | |
|
Mobile Task Management Full-featured task management on mobile apps. |
Mobile task management supported via app. | |
|
Activity Logging API Log activities programmatically from external sources. |
Activity logging via API from outside sources documented. | |
|
Time Tracking Track and report on time spent per task or activity. |
No information available | |
|
Integration with Project Mgmt Tools Connect with Asana, Trello, Jira, or similar tools. |
Integration with tools like Asana, Jira mentioned as available. |
User Experience & Access
(7 Yes /7 Known /11 Possible features)
|
Customizable Views & Layouts Configure dashboards, tables, and forms to fit user or team preferences. |
Supports customizable layouts, table views, and dashboards per user/team. | |
|
Mobile App Availability Native or web-based mobile application for on-the-go access. |
Mobile app (iOS, Android) available for on-the-go access. | |
|
Offline Access Work with critical data and records even when disconnected from the internet. |
No information available | |
|
Multi-language Support Localized UI for global teams or LPs. |
No information available | |
|
High Performance/Load Speed Sub-second response times for data retrieval and screen navigation. |
No information available | |
|
UI Accessibility (WCAG) Conforms to web accessibility standards for users with disabilities. |
Accessibility standards (WCAG) implemented as part of BlackRock's technology policy. | |
|
Quick Add/Update Workflows Capture new orgs, contacts, or deals with minimal clicks or from email. |
Quick add and update workflows from email/application available. | |
|
In-app Guidance and Training Context-sensitive help, tooltips, or guided tours for onboarding. |
In-app guidance, tooltips, and guided tours mentioned for onboarding. | |
|
Dark Mode User-selectable dark/light display settings. |
No information available | |
|
Favorites & Shortcuts Pin or bookmark most-used records for easy return. |
Favorites/bookmarks supported to pin frequently used records. | |
|
Multi-device Synchronization Seamlessly pick up from any browser, desktop, or mobile device. |
Records/data synchronized across web, desktop, mobile. |
Onboarding, Support & Training
(10 Yes /10 Known /10 Possible features)
|
Guided Onboarding Structured onboarding sessions with a product specialist. |
Guided onboarding from product specialist included in implementation services. | |
|
Custom Data Migration Assisted import of legacy CRM or spreadsheet data. |
Assisted custom migration for legacy data offered during onboarding. | |
|
Knowledge Base/Help Center Extensive self-service library of tutorials, FAQs, videos, and best practices. |
Knowledge base/help center with documentation, tutorials, and FAQs available. | |
|
24/7 Customer Support Live support available at any hour by email, chat, or phone. |
24/7 customer support option available for enterprise customers. | |
|
Dedicated Account Manager A single point of contact for ongoing account and product support. |
Dedicated account manager available per contract level. | |
|
Service Level Agreement (SLA) Formalized uptime, response, and resolution benchmarks. |
Service level agreements (SLA) provided for response/uptime. | |
|
Live & On-Demand Training Real-time or recorded training sessions for teams. |
Live and on-demand training sessions offered as standard onboarding/support. | |
|
Product Update Notifications Automated alerts about new features or changes. |
Automated notifications of updates and product changes. | |
|
User Community/Forum Peer-to-peer support and knowledge sharing platform. |
User community/forum available for knowledge sharing. | |
|
Custom Configuration Services Vendor or partner-provided customization for workflows and fields. |
Custom configuration services are available (per sales and contracts). |
Data Quality & Maintenance
(10 Yes /10 Known /11 Possible features)
|
Automated Data Validation Identify and prevent entry of invalid email addresses, phone numbers, or other fields. |
Automated data validation described in data quality tools. | |
|
Duplicate Management Advanced identification and merging of duplicate records beyond basic matching. |
Advanced duplicate management built into data integrity tools. | |
|
Stale Data Alerts Automated prompts to review or update aging LP or contact records. |
Stale data alerts/prompts supported as part of routine data reviews. | |
|
Bulk Data Update Tools Apply updates across multiple records in one action (e.g., mass reassignments). |
Bulk updating of data and ownership fields available. | |
|
Data Change Audit Trail Historical record of all edits for compliance and error resolution. |
All changes auditable for compliance (data change audit trail). | |
|
Regular Scheduled Backups Automatic creation of backups to prevent data loss. |
Automatic/scheduled backups part of managed deployment. | |
|
Archiving and Deletion Workflows Structured process for sunsetting obsolete records. |
Archiving and record deletion workflows for data lifecycle management. | |
|
Field Standardization Enforce standardized data formats for key fields (country, title, etc.). |
Field standardization/validation options available for key fields. | |
|
Integration Health Monitoring Automated checks to ensure integrations are current and functioning. |
Integration health status checks and monitoring included. | |
|
Data Quality Scoring Assigns quality scores to records to highlight completeness and accuracy. |
No information available | |
|
Permission-based Data Editing Restrict edit access by team, department, or role. |
Permission-based data editing by team/user/role controllable in settings. |
Customization & Scalability
(10 Yes /10 Known /11 Possible features)
|
Custom Objects & Workflows Add new record types or automate complex processes. |
Custom objects and workflow automation supported. | |
|
Field-Level Customization Create, modify, or delete standard and custom fields across records. |
Field-level customization supported. | |
|
Scalable User Licensing Add or remove users and modules seamlessly as the team changes. |
User licensing scales for organizations, modules can be activated/deactivated. | |
|
Multi-Fund/Entity Support Easily track multiple funds, legal entities, and jurisdictions. |
Multi-fund/entity support is a principal strength (advertised on site). | |
|
Workflow Automation Rules Custom triggers, approval flows, and automated processes. |
Custom workflow automation rules can be set within the platform. | |
|
White Labeling/Branding Firm logo and custom color schemes for internal and LP-facing portals. |
White-labeling supported for LP portals. | |
|
High Load/Record Capacity Ability to support large databases and high daily user activity. |
No information available | |
|
Modular Add-ons Activate additional functionality (e.g., advanced analytics, portal upgrades) as needed. |
Modular add-ons (analytics, portal upgrades, etc.) are available per contract. | |
|
Permission Customization Granular control over what each user can see and do. |
Granular permission customization available (user, field, role level). | |
|
Configurable Notifications Personalize system alerts, reminders, and email triggers. |
Notification triggers configurable for system and email alerts. | |
|
No Code/Low Code Customization Empowers business users to tailor system logic without IT/developers. |
No-code/low-code customizations for workflows and logic are documented. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.