Investor Intelligence Solution.
March 2023
Introducing our new CRM feature – a powerful and intuitive tool for keeping on top of investor interactions across your entire loan book. Augment your investor intelligence to sharpen your engagement and streamline your distribution strategies.
A bird’s eye view of your investor base.
Get a clear and consolidated view of your investor activity
- Set up your own dashboard and capture the essence of your investor interactions
- Identify and nurture your top business relationships
Deep dive into investor engagement.
Explore your deal track record with an investor and optimise your engagement.
- Analyse past interactions and conversion ratios on previous deals
- Enrich your knowledge of an investor’s strategy with public market data
- Build your investor network and identify the right contacts for your deal
Build up your institution’s collective investor memory.
Gain a competitive edge and master market demand by building up your investor intelligence.
- Capture investor preferences when in meetings and roadshows
- Match investor preferences with any future deals
- Understand investor strategies like never before
Contact [email protected] for a short demo session so you can learn some useful tips and make the most out of iLex’s features.