Clienteer is a configurable CRM for hedge funds, private equity firms, and other asset managers. It brings investor and prospect communications, accounts, fundraising, and transaction workflows into one system. Its drag-and-drop fundraising tools track capital raising and support forecasts by date, opportunity stage, or other factors. Teams can organize campaigns, roadshows, and events around investor characteristics, and track email interactions and document downloads. Clienteer consolidates monthly investor reporting packages for distribution with watermarking and password protection. Workflows cover subscriptions, redemptions, capital calls, and transfers; compliance records can include ERISA levels, Form PF, FATCA categories, New Issue Eligibility, KYC, and AIFMD. Outlook, Exchange, and Gmail integrations support email filing. Audit reports and defined roles help firms review user activity and limit access. The system offers desktop, web, and mobile access, direct API and open database access, and cloud or on-premise deployment. Pricing is on request.
Who it is for
Clienteer suits asset managers that need to coordinate investor communications, fundraising, reporting, and capital activity. Its configurable deployment and access controls may also suit firms with specific hosting or permission needs.
What is good
- Tracks fundraising and forecasts by stage or date
- Distributes investor reports with watermarks and passwords
- Workflows cover subscriptions, redemptions, calls, and transfers
- Supports compliance records and user audit reports
- Offers cloud, third-party cloud, or on-premise hosting
What to know first
- Pricing is available on request
- Two-factor authentication and single sign-on are listed as add-ons
Verdict
Clienteer brings investor relations, fundraising, compliance records, and capital workflows together for asset managers. Firms should confirm pricing and which security options are included in their chosen subscription.
Compared on investor relationship management software
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
- Portfolio tracking
- Yes
- Mobile app
- Yes
