advinda Investor Cloud 4+

Exciting news – Introducing the new advinda SalesStudioPRO

Database Additions

Large addition in data richness and density. Vastly increased Asset Allocation details and ample Family Wealth Database expansion.

• +2350 Family Wealth Accounts with a special focus on more than 740 German-speaking family office investors make advinda the TOP Champion in the family wealth data market. In addition, advinda also indicates the investment firm’s focus of interest e.g., Real Estate or Private Equity investments.

• advinda vastly expanded the level of detail in the investor accounts’ asset allocation feature. You can now filter by investment style, subclass and verticals like “Distressed Private Debt”, “Greenfield”, “Venture Capital”, “Residential Real Estate”, “Healthcare/Pharmaceutical” and many more. This allows customers to select potential investors more granularly since all new asset allocation fields are also part of the filter options. Known investments in the past are also listed.

New Features & Enhancements
With many new features, advinda SalesStudioPRO is here to facilitate your capital raising process as much as possible.

• Easy Data Export
We have added the functionality to export selected accounts and contact data. Just filter the data to your liking and download the data to further use it in Excel or your own CRM system.

• RFP Portal
Requests for proposal (RFP) are of increasing interest when looking for the right investors. advinda allows their clients to access a multitude of RFPs from within the app with the ability to filter and sort by various criteria including: Country, Asset Class, Investment Region and Focus.

• Detailed Activity Report
advinda now provides an extensive activity report of all your tasks related to a specific campaign. This allows you to get a perfect overview of the different activities, grouped by level of interest and investor account. The new activity report can be exported as well.

• Improved Sales Funnel
To allow for more detail, we added two more levels of interest you can select for your investors. Moreover, these are now filterable and their filters are selectable from the dashboard to directly bring you to the campaign with the desired view.

• Convenient Search Features
There are certain filters you will want to use repeatedly when looking for investors. You can now save these searches under a name of your choice to quickly reuse them at a later point.

• Remove All Filters
In addition to selecting and removing filters individually, you can now remove all filters at once to see the full list of investors after performing a detailed search.

• Quality of Life Features
Some smaller quality of life features are added behind the scenes; e.g. the way the app behaves when adding accounts to your campaign, preservation of scrolling position, context menu and right-click behavior in general.