Relationships belong to the firm
Contacts, outreach and next actions no longer live in one person's inbox.
Specialist · Investor CRM & Portfolio Operations
Investor relationships, deals and portfolio monitoring in one place.
Manage investor and company records, outreach, pipelines, deal evaluation, diligence, investment decisions, holdings, portfolio updates, documents and reporting.
Relationship → Opportunity → Diligence → Investment → Monitoring → Report
Why teams choose it
What changes when Investor & Portfolio runs on NITIVAR.
Manage investor and company records, outreach, pipelines, deal evaluation, diligence, investment decisions, holdings, portfolio updates, documents and reporting.
1record across relationships and activity
Pipelineoutreach, deals and follow-ups
Portfolioinvestments and reporting
Diligence you can repeat
The same records, tasks and decisions for every opportunity.
From investment to monitoring
Deal terms carry straight into portfolio updates and reports.
How it works
From the first entry to the final proof.
Relationship → Opportunity → Diligence → Investment → Monitoring → Report
- 01Map
Investor, fund, company and contact
- 02Engage
Outreach, meetings and next steps
- 03Evaluate
Opportunity, diligence and decision
- 04Invest
Terms, approvals and transaction
- 05Monitor
Updates, metrics and risks
- 06Report
Portfolio and stakeholder views
Features
Everything in NITIVAR Investor & Portfolio.
Each area keeps its own records, approvals and history — so the work is traceable, not just a task list.
01
Relationship registry
Investors, funds, companies and contacts in one place.
- Organisations and people
- Roles, tags and owners
- Documents and communication history
02
Outreach & pipeline
Turn relationships into owned follow-up.
- Lead and outreach stages
- Meetings, notes and next actions
- Pipeline and activity reports
03
Deal evaluation
Run every opportunity through the same diligence.
- Company and opportunity pipeline
- Diligence tasks and documents
- Decisions and approvals
04
Investment records
The terms and ownership behind each position.
- Terms and instruments
- Transactions and holdings
- Fund and entity links
05
Portfolio monitoring
Collect updates and spot risk early.
- Operating and financial updates
- Milestones, risks and follow-ups
- Portfolio documents
06
Reporting
Consistent views for committees and stakeholders.
- Pipeline and relationship reports
- Portfolio and holding summaries
- Source-linked review packs
Useful alone. Better together.
Investor & Portfolio connects to the rest of your business.
Records, approvals, accounting entries and compliance evidence carry into the next product without anyone typing them again.
Who it's for
Different roles. One shared record.
Fund managers
Fundraising and deal flow in the same system as the fund.
Investor relations teams
Every investor conversation and commitment tracked.
Investment teams
Pipeline, diligence and decisions on record.
Portfolio teams
Updates, metrics and risks across holdings.
Pricing and setup
Start with Investor & Portfolio. Add more when you are ready.
Pricing depends on your team size and the products you connect. We will share a clear quote and setup plan before you begin.
01
UnderstandWe map your records, roles, approvals and current process.
02
Set upMasters, workflows, permissions and the outputs you need.
03
CheckRun real scenarios and compare results with your team.
04
Go liveMove your team over with a clear support path.
Common questions
Investor & Portfolio questions, answered.
What teams ask before they switch.
Does the investor CRM work with AIF Compliance?
Yes. The investor CRM runs in the same system as NITIVAR AIF Compliance, so the fundraising pipeline and the fund's onboarding, KYC and commitments sit behind one login and one set of permissions.
Can we track deal diligence?
Yes. Each opportunity carries diligence tasks, documents, evaluation notes and the final decision, so every deal follows the same process.
How is Investor & Portfolio priced?
Investor & Portfolio is set up alongside AIF Compliance for fund managers. Book a demo and we will share pricing for your fund.
Can we start with only Investor & Portfolio?
Yes. Start with the product your team needs most and connect more NITIVAR products when you are ready. Book a demo for pricing for your team size.
See it with your own data
See how Investor & Portfolio would work for your team.
We will tailor the walkthrough to your records, approvals and reports.