The Importance of Using Data & Technology to Fuel Strategy
CalTier Realty Fund talks about the importance of reporting, self-service, and data to create a seamless investor experience.
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Understanding the Power of Customized Engagement
CalTier Realty Fund talks about why customized investor engagement is critical and how an educational component puts investors in the driver's seat.
Why an Investor Engagement Strategy Can Make or Break a Capital Raise
Hear from Shadow Ventures about why a deliberate investor engagement strategy can improve your chances of a successful capital raise -- especially in the Zoom era.
Does Investor Experience Matter? Yes. Here's Why.
Learn from Shadow Ventures about why a capital raise platform that is intuitive for Joe Public can help investors of all sizes and experience levels.
Regaining Control: The Granular Functionality That Puts VCs Back in the Driver's Seat
VX Global discusses the functionality -- and control over functionality -- that enables them to feel secure in their processes and how they manage transactions.
If you think about an elegant solution of keeping resources organized, being more efficient, and a manager that may not have the time or the team to manage 50 investors, you have to herd these cats, so to speak, into one area and get the deal done. I think WealthBlock is that solution.
Chris Shen
Founder, Revere