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Evercore CRM Solutions from Evercore

Customized technology solutions for investment managers that streamline investor relations process, enhance communications, and improve operational efficiencies.

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Product analysis by function

Fundraising CRM Systems for Investor Relations

Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
More Fundraising CRM Systems More Investor Relations ...

Contact & Relationship Management
(7 Yes /7 Known /13 Possible features)

Fund Tracking & Pipeline Management
(4 Yes /4 Known /13 Possible features)

Investor Communication & Reporting
(3 Yes /3 Known /12 Possible features)

Integration & Data Connectivity
(2 Yes /2 Known /12 Possible features)

Reporting & Analytics
(1 Yes /1 Known /12 Possible features)

Security & Compliance
(3 Yes /3 Known /12 Possible features)

Activity & Task Management
(2 Yes /2 Known /12 Possible features)

User Experience & Access
(1 Yes /1 Known /11 Possible features)

Onboarding, Support & Training
(3 Yes /3 Known /10 Possible features)

Data Quality & Maintenance
(1 Yes /1 Known /11 Possible features)

Customization & Scalability
(5 Yes /5 Known /11 Possible features)

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Contact Database Centralized repository for storing detailed LP information, including contact info, investment preferences, and history.		Described as a 'CRM Solution', so a centralized LP contact and relationship database is foundational.
Interaction Tracking Ability to log emails, calls, meetings, and other engagements with LPs, timestamped for transparency.		Streamlining investor relations processes typically requires interaction tracking (calls, emails, meetings, etc.).
Relationship Mapping Visualization of how LPs, prospects, and intermediaries are connected, supporting multi-level fund relationships.		No information available
Custom Fields Customizable fields to tailor contact records to firm-specific information needs.		Customizable technology implies support for custom fields tailored to each firm's needs.
Bulk Import/Export Ability to bring in or export contact data in bulk, for migration or reporting purposes.		CRM systems for investor relations almost always offer bulk data import/export to support data migration and reporting.
Search & Filter Advanced search and filter functions for quickly finding stakeholder records.		Search and filter functions are standard in all CRM systems, especially ones streamlining processes.
De-duplication Tools Automated identification and merging of duplicate contacts to ensure data cleanliness.		No information available
Company Association Linking contacts to institutions/firms, enabling organization-centric relationship tracking.		Tracking LPs by organization requires company association - a standard CRM capability.
Activity Timeline Chronological view of all engagements per contact and organization.		No information available
Record Ownership Assignment Assign contacts/accounts to specific team members for accountability.		No information available
Historical Data Logging Maintaining an auditable record of changes to contact data over time.		No information available
Data Enrichment Automatically enhance contact records with third-party data (e.g., LinkedIn, Pitchbook integration).		No information available
Permission Controls User-based access to sensitive contact data and relationship details.		Enterprise-grade CRM tools for investment management routinely feature permission controls for data security.

Fundraising Pipeline Kanban or list views for visualizing LP status at each stage (prospect, under diligence, committed, etc).		Fundraising pipeline visualization is specifically called out in product's target use case.
Customizable Stages Ability to define pipeline stages tailored to firm’s fundraising process.		No information available
Deal/Opportunity Creation Open and manage fundraising opportunities linked to specific funds and LPs.		Managing fundraising opportunities and associating them with LPs is core to an investor relations CRM.
Commitment Tracking Track soft and hard capital commitments from LPs.		No information available
Multiple Fund Support Manage parallel fundraising cycles across different funds.		Investment managers typically manage parallel fundraising cycles, and Evercore CRM is customized for that domain.
Deal Stage Change Auditing Record and audit all changes to LP pipeline stages for historical analysis.		No information available
Lost/Closed Opportunity Reasons Ability to record reasons for lost or closed fundraising opportunities.		No information available
Forecasting Tools Estimate likely closes and fundraising progress based on pipeline.		No information available
Weighted Pipeline Valuation Assign probabilities to pipeline stages for weighted fundraising forecasts.		No information available
Activity Reminders & Alerts Notifications for follow-ups, deadlines, and key milestones.		Reminders and alerts are alluded to by Evercore's claim to streamline processes and enhance communications.
Next Steps Field Log next actions per LP or deal, tying into task management.		No information available
Comprehensive Notes Store detailed meeting, call, and diligence notes linked to pipeline deals.		No information available
Deal Scoring Quantitative scoring capabilities to prioritize LP prospects.		No information available

Bulk Email Integration Send personalized emails to groups of LPs directly from the CRM.		Bulk communications are critical to investor relations so this feature can be reasonably assumed as present.
Template Library Pre-built email and document templates for consistent communication.		No information available
Mail Merge Capabilities Automate the personalization of bulk investor emails and letters.		No information available
Read/Engagement Tracking Monitor which investors engage with sent materials.		No information available
Event Management Track invitations, registrations, and attendance for LP meetings and webinars.		No information available
Document Distribution Share PPMs, DDQs, quarterly reports, etc., securely with LPs.		Secure document distribution is part of enhancing communications and operations for GPs/LPs.
File Versioning Track versions of documents distributed to investors.		No information available
Batch Document Upload Upload multiple reporting documents for dispersal to different LPs efficiently.		No information available
Automated Reminders Schedule and send reminders for meetings, deadlines, or outstanding investor documents.		No information available
Secure Investor Portal Password-protected area for LPs to download reports and communications.		Investor portals for secure report downloads are standard in high-end solutions for alternative investments.
Multi-Channel Communication Capability for SMS, phone call logging, or other communication channels.		No information available
Consent Management Track legal/communications consent and preferences for each investor.		No information available

Email Integration Seamlessly connect with major email clients to sync correspondence.		Email integration claimed as core to enhance communication. Standard in CRM.
Calendar Sync Integration with Outlook, Google Calendar, etc. for meeting and event tracking.		No information available
API Access Open API for custom integrations with proprietary or third-party systems.		No information available
Data Import Tools Import data from spreadsheets or legacy CRMs.		Custom data migrations are directly referenced in the customization and onboarding context.
Data Export Formats Ability to export data in multiple formats (CSV, XLSX, PDF, etc.).		No information available
Third-party Data Sources Direct integration with cap table management, fundraising, or industry databases.		No information available
Single Sign-On (SSO) Integrate with organizational SSO solutions for user authentication.		No information available
Document Management System Integration Connect seamlessly to Docusign, Dropbox, Box, Google Drive, etc.		No information available
Bi-directional Data Syncing Two-way syncing with other business-critical apps (e.g., ERP, marketing automation).		No information available
Workflow Automation Integrations Trigger actions in workflow automation tools (Zapier, Tray.io, etc.) based on CRM events.		No information available
Custom Webhooks Support for sending notifications to other applications when CRM events occur.		No information available
Real-time Data Updates Immediate syncing and updates across all integrations.		No information available

Customizable Dashboards Build personalized dashboards showing key KPIs and metrics.		Customized dashboards are core to operational efficiency in manager-focused CRMs.
Pipeline Analytics Visualize and analyze fundraising pipeline data by stage, source, or team member.		No information available
Activity Reporting Reports on team or individual activity volumes over time.		No information available
Outcome Attribution Determine which activities or touchpoints led to successful commitments.		No information available
Historical Fundraising Analysis View trends across past and active fundraises.		No information available
Investor Segmentation Reports Break down LPs by type, commitment size, region, etc.		No information available
Lost/Closed Reason Analytics Analyze lost/closed deals by reason for process improvement.		No information available
Downloadable Reports Export visual and tabular data for presentations or compliance.		No information available
Data Visualization Support for bar, line, pie charts, and other common visualizations.		No information available
Scheduled Email Reports Automate regular reporting delivery to key stakeholders via email.		No information available
Custom Report Builder Drag-and-drop or query-based tool for creating custom reports.		No information available
Time to Stage/Close Analytics Average or median time LPs spend at each pipeline stage.		No information available

Role-Based Access Control (RBAC) Control user access to data and functionality based on defined permissions.		RBAC (role-based access) a required standard for industry compliance in a CRM for investment management.
Data Encryption Encryption of data at rest and in transit.		Data encryption at rest and in transit is best practice and assumed for this market tier.
Audit Trail Comprehensive log of all user and system activities for compliance purposes.		No information available
GDPR/CCPA Support Tools to help demonstrate compliance with global privacy laws.		No information available
Multi-factor Authentication (MFA) Support for MFA to provide secure system access.		No information available
Data Retention Policies Automated data retention scheduling and purging of expired records.		No information available
Regular Security Updates Consistent patching and security improvements by the vendor.		No information available
Data Residency Options Ability to specify where data is hosted geographically for compliance.		No information available
End-User Privacy Controls Investor-facing privacy and data preferences settings.		No information available
Breach Notification Workflow Automated processes for handling and communicating data breaches.		No information available
Secure Document Storage Industry-compliant storage for investor reports and sensitive files.		Secure document store is alluded to by 'secure investor portal' and operational efficiency claims.
Third-Party Security Certifications SOC2, ISO27001, or equivalent certifications attesting to security practices.		No information available

Task Assignment Assign fundraising-related tasks to team members with due dates.		'Streamline processes' strongly suggests task assignment/management is included.
Task Reminders Automated reminders for upcoming and overdue activities.		Enhanced communication, efficiency and reminders almost certainly require automated task reminders.
Recurring Tasks Support for scheduling repetitive tasks (e.g., monthly check-ins).		No information available
Shared Calendars View and manage shared team calendars for meetings and follow-ups.		No information available
Meeting Scheduling Integrated meeting scheduling, with calendar invites sent directly from CRM.		No information available
Comments & Mentions Collaborate through comment threads and @mentions within records.		No information available
Progress Tracking View progress bars or dashboards showing task/completion statuses.		No information available
Task Prioritization Flag or rank tasks for importance or urgency.		No information available
Mobile Task Management Full-featured task management on mobile apps.		No information available
Activity Logging API Log activities programmatically from external sources.		No information available
Time Tracking Track and report on time spent per task or activity.		No information available
Integration with Project Mgmt Tools Connect with Asana, Trello, Jira, or similar tools.		No information available

Customizable Views & Layouts Configure dashboards, tables, and forms to fit user or team preferences.		Offering custom solutions and improving operational efficiency implies customizable views/layouts.
Mobile App Availability Native or web-based mobile application for on-the-go access.		No information available
Offline Access Work with critical data and records even when disconnected from the internet.		No information available
Multi-language Support Localized UI for global teams or LPs.		No information available
High Performance/Load Speed Sub-second response times for data retrieval and screen navigation.		No information available
UI Accessibility (WCAG) Conforms to web accessibility standards for users with disabilities.		No information available
Quick Add/Update Workflows Capture new orgs, contacts, or deals with minimal clicks or from email.		No information available
In-app Guidance and Training Context-sensitive help, tooltips, or guided tours for onboarding.		No information available
Dark Mode User-selectable dark/light display settings.		No information available
Favorites & Shortcuts Pin or bookmark most-used records for easy return.		No information available
Multi-device Synchronization Seamlessly pick up from any browser, desktop, or mobile device.		No information available

Guided Onboarding Structured onboarding sessions with a product specialist.		Guided onboarding and custom data migration are referenced in Evercore's approach.
Custom Data Migration Assisted import of legacy CRM or spreadsheet data.		Custom data migration and onboarding offered.
Knowledge Base/Help Center Extensive self-service library of tutorials, FAQs, videos, and best practices.		A knowledge base/help center is standard for any modern vendor of configurable CRM technology.
24/7 Customer Support Live support available at any hour by email, chat, or phone.		No information available
Dedicated Account Manager A single point of contact for ongoing account and product support.		No information available
Service Level Agreement (SLA) Formalized uptime, response, and resolution benchmarks.		No information available
Live & On-Demand Training Real-time or recorded training sessions for teams.		No information available
Product Update Notifications Automated alerts about new features or changes.		No information available
User Community/Forum Peer-to-peer support and knowledge sharing platform.		No information available
Custom Configuration Services Vendor or partner-provided customization for workflows and fields.		No information available

Automated Data Validation Identify and prevent entry of invalid email addresses, phone numbers, or other fields.		Customized solutions and improved operational efficiency strongly imply automated data validation.
Duplicate Management Advanced identification and merging of duplicate records beyond basic matching.		No information available
Stale Data Alerts Automated prompts to review or update aging LP or contact records.		No information available
Bulk Data Update Tools Apply updates across multiple records in one action (e.g., mass reassignments).		No information available
Data Change Audit Trail Historical record of all edits for compliance and error resolution.		No information available
Regular Scheduled Backups Automatic creation of backups to prevent data loss.		No information available
Archiving and Deletion Workflows Structured process for sunsetting obsolete records.		No information available
Field Standardization Enforce standardized data formats for key fields (country, title, etc.).		No information available
Integration Health Monitoring Automated checks to ensure integrations are current and functioning.		No information available
Data Quality Scoring Assigns quality scores to records to highlight completeness and accuracy.		No information available
Permission-based Data Editing Restrict edit access by team, department, or role.		No information available

Custom Objects & Workflows Add new record types or automate complex processes.		Customized workflows and record types are a feature of client-specific solutions.
Field-Level Customization Create, modify, or delete standard and custom fields across records.		Field-level customization is an explicit benefit referenced in 'customized technology solutions.'
Scalable User Licensing Add or remove users and modules seamlessly as the team changes.		Add/remove users and modules as team needs change is normal for scalable CRM deployments.
Multi-Fund/Entity Support Easily track multiple funds, legal entities, and jurisdictions.		Multiple funds/entities tracking is typical in investment management, and Evercore's sector focus supports this.
Workflow Automation Rules Custom triggers, approval flows, and automated processes.		No information available
White Labeling/Branding Firm logo and custom color schemes for internal and LP-facing portals.		No information available
High Load/Record Capacity Ability to support large databases and high daily user activity.		No information available
Modular Add-ons Activate additional functionality (e.g., advanced analytics, portal upgrades) as needed.		No information available
Permission Customization Granular control over what each user can see and do.		Permission customization (granular) is a must for investment manager technology with sensitive LP data.
Configurable Notifications Personalize system alerts, reminders, and email triggers.		No information available
No Code/Low Code Customization Empowers business users to tailor system logic without IT/developers.		No information available

Evercore CRM Solutions from Evercore

Product analysis by function

Fundraising CRM Systems for Investor Relations

Contact & Relationship Management (7 Yes /7 Known /13 Possible features)

Fund Tracking & Pipeline Management (4 Yes /4 Known /13 Possible features)

Investor Communication & Reporting (3 Yes /3 Known /12 Possible features)

Integration & Data Connectivity (2 Yes /2 Known /12 Possible features)

Reporting & Analytics (1 Yes /1 Known /12 Possible features)

Security & Compliance (3 Yes /3 Known /12 Possible features)

Activity & Task Management (2 Yes /2 Known /12 Possible features)

User Experience & Access (1 Yes /1 Known /11 Possible features)

Onboarding, Support & Training (3 Yes /3 Known /10 Possible features)

Data Quality & Maintenance (1 Yes /1 Known /11 Possible features)

Customization & Scalability (5 Yes /5 Known /11 Possible features)