Welcome back, Olivia
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Import investor
Import your existing investors from any of your existing CRM platforms
Microsoft Dynamics
Seamlessly import your investors from Microsoft Dynamics
Salesforce
Seamlessly import your investors from Salesforce
Current balance
$40,206.20
Total AUM
$500M
10% vs last month
Active investors
50
10% vs last month
YTD Return
18.5%
2% vs benchmark
Asset breakdown
Return
New investor
| Investor name | Investor type | Country | Capacity | Legal entities |
|---|---|---|---|---|
Wesley Streich
|
Individual | Canada | $100k-$500k | Commercial Real Estate |
|
Liam Smith
|
Corporate | Australia | $2M-$5M | Green Energy Startup |
|
Ethan Carter Johnson
|
Individual | Japan | $100k-$500k | Tech Growth Fund |
|
Mason Tyler Brown
|
Corporate | Germany | $5M-$10M | Green Energy Startup |
|
Mason Tyler Brown
|
Individual | Germany | $5M-$10M | Green Energy Startup |
Recent Messages
Phoenix Baker
@phoenix
5m ago
Hey Olivia, Katherine sent me
Andy Lane
@andi
10m ago
You: Sure thing, I’ll have a look today...
Mollie Hall
@mollie
20m ago
I’ve just published the site again...