Contacts

Digital investor rolodex, CRM, & more

Contacts Page Overview

The Repool Contacts page provides a summary view of all active investors and investors currently in process of subscribing. This page is an investor hub and CRM platform.

The Landing Page

The Repool Contacts landing page offers a comprehensive list of both active investors and investors who have initiated the subscription process. The view provides details for each contact, including their investment status, total invested capital, and high-level performance data.

Investor Profiles

The Repool Contacts page links to individual investor profiles. Each profile contains information related to their investment performance, contact details, and investment terms. The profiles also include records of investor activity within the fund and their pertinent financial reports. Finally, notes can be added to each investor's profile, allowing managers to document investor milestones and touchpoints.

Also See:

Contacts FAQSFundraising