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Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

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Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Contact Us

Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Contact Us

Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

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Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232
Alternative Investment

What to Do With Investor Contacts: A Look Into CRM

Articles by: Richey May, Jun 15, 2021

As part of our continuing Capital Education Series, Richey May has paired up with Kristin Steele, founder of LaunchPad Creative, for her expertise on investor contacts and CRM solutions for the alternative investments industry.

Kristin’s insight in the article below provides fund managers with the key components of what to look for in a CRM system to build brand equity and credibility with investors. CRM has been evolving quickly and fund managers are now embedding CRMs into their operations as well as Virtual Data Rooms (VDR) to give investors access to portfolio level information, video updates, and other information while instilling confidence and trust.

This article also covers critical CRM features such as:

  • Integration
  • Email
  • Pipeline Management
  • Investor Data Room & Portal
  • Deal Management

A well-maintained CRM can provide fund managers with an advantage, allowing them to efficiently craft marketing emails to nurture relationships and build rapport with investors. Read our full article below:


For more information about how to manage investor contacts or the Richey May Capital Education Series, please contact Steve Vlasak.