Investor CRM Investor relations CRM for funds
Investor CRM is investor-relations software for funds and investment-driven businesses. It manages investor onboarding and KYC, keeps a capital ledger of commitments, calls and distributions, publishes statements to an investor portal and records every change in a compliance-friendly audit log.
Why teams choose Investor CRM
Onboarding and KYC in one flow
A capital ledger finance can reconcile
Statements investors can self-serve
An audit log for regulators and auditors
What does Investor CRM do?
- Investor onboarding and KYC
- Capital ledger and distributions
- Investor portal with statements
- Compliance-friendly audit log
Specifications
- Status
- Production
- Time to live
- Live in two to four weeks
- Deployment
- Self-hosted · Managed cloud
- Integrations
- Accounting systems · E-signature · Email · EntropyX PSP
- Stack
- Node.js · MariaDB · Next.js
- Built for
- Fund managers · Family offices · Investment-driven businesses
How does Investor CRM work?
Live in two to four weeksImport investors
Existing investors and commitments are loaded with their documents.
Run the ledger
Calls, distributions and valuations post to the ledger.
Publish
Statements and notices go to the portal; investors log in.
Audit
Every change is traceable.
How is Investor CRM priced?
Investor CRM uses the same three components as every EntropyX product: a product licence, a one-time setup for integration, and an optional support plan. Prices are not listed because setup depends on your stack and the licence on your scale; a written quote arrives within one business day of a scoping call.
Licence
A subscription or annual licence. Self-hosted licences cover the software and updates; managed cloud adds hosting, monitoring and backups.
Setup and integration
A one-time, fixed-scope project scoped in writing after discovery: connecting Accounting systems, E-signature, Email, EntropyX PSP, plus data migration where needed. Typical time to live: live in two to four weeks.
Support
Standard support in business hours (08:00–22:00 IST, Monday to Saturday) is included. Priority support adds a named engineer, response targets by severity and scheduled reviews.
What moves the number
Users, accounts or clients on the product; self-hosted versus managed cloud; the integrations you need; jurisdictions or chains to cover; the support level. Bundles with EntropyX PSP, Crypto Tools, EntropyX Tickets share one setup and are priced together. Monthly subscriptions carry no long-term commitment; annual licences are discounted; invoicing in USD or INR.
Investor CRM questions
Answers about Investor CRM for buyers and reviewers. For anything else, the contact page reaches an engineer.
Does it replace fund administration?
Can investors see their own statements?
Is it suitable for a small fund?
See Investor CRM on your own data.
A 30-minute working session with an engineer. We will show Investor CRM against your use case and send a written proposal within one business day.