SINGLIFY FOR FUND & INVESTOR MANAGEMENT
Centralize your operations around all the funds you manage with fund level views of associated investors and loans made to your end-clients.
Configure multiple funds and reporting structures
Setup new funds (size, close date, fund management, currency, fund accounting).
Embed fund specific workflows and processes across your organisation for consistency and clarity.
Connect investments and investors at a fund level to provide a holistic view of each fund.
Manage fundraising, closes and individual investors
Setup and manage fund closes and your fundraising pipeline with fully configurable pipeline stages.
Manage all stages of investor Due Diligence and contracting.
Support day to day Investor management (investor drawdowns and investor repayments).
Built on the Salesforce Platform, the world’s leading CRM platform; secure, available, scalable.
Fund level cashflow management (bringing investor transactions and loan transactions and repayment schedules together in a single easy to understand view)
Provide fund level insights combining both financial and non financial metrics, e.g. social impact metrics.
Share with internal and external stakeholders.
LOAN ORIGINATION
LOAN SERVICING
SOCIAL IMPACT REPORTING
FUND & INVESTOR MANAGEMENT
ENTREPRENEURSHIP TRAINING & MENTORING
