Forum Discussion

FBRManagement's avatar
Qrew Member
2 years ago

Investor Relations Platform


Does anyone use one of the pipeline channels to manage investor relations? We have an investor app built out, but we need some additional capabilities and wanted to see if anyone uses anything currently that connects well. Some of the additional capabilities are below:

  • Investors are able to upload their documents (i.e. subscription docs, signed member agreements, etc.)
  • Distribution payments are tracked and recorded.
  • Distribution payments can be set up as direct deposit by investor
There are many more, but just trying to find something that can be used in the pipelines if possible.

Ashley J.
No RepliesBe the first to reply