Nurture Your Client Relationships

You worked hard to gain the trust of your investors and you want to keep that relationship solid. Cogency helps strengthen investor relationships by providing tools that support meaningful communication. Monitor investor information including contact, interaction, and documentation. Streamline communication through investor statement generation and electronic distribution.

  • Contacts and Prospects CRM - Manage email, address, phone, history and more
  • Manage Contact, Investor and Marketer relationships and groups
  • Investor Statement generation and email distribution
  • Investment diligence workflow tracking
  • Prospect categorization, follow-up, and workflow tracking
  • Industry standard and bespoke questionnaires for prospect management and your own process tracking
  • Record all of your interactions with prospects and investors, including activities, calls, meetings, notes, documents and more
  • Document Archive
    • Store any type of document (pdf, doc, email, etc.) within the system
    • Classify documents and associate them with any number of managers, employees and contacts
  • Use numerous report views to retrieve, view, analyze and correlate all of this information

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See how our comprehensive software solution can meet your investor relationship management needs. Let us help determine if Cogency is the right fit for your organization.

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Download Sample Reports


Cogency provides hundreds of reports for investors with portfolios of hedge funds, private equities, and marketable securities. Download our most popular report examples.

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