Use Cases
fundraising, screening, deal-sourcing, investor-relations, reporting
dynamics, salesforce
Office Functions
front-office, middle-office


ProTrak's CRM solution is a powerful tool for relationship management, offering features like core profile adaptability, portfolio company tracking, workflow automation for efficient onboarding, and customized client statement generation. Their comprehensive query and reporting system ensures data-driven insights into deal pipelines, capital calls, distributions, and LP account valuations, making it an indispensable asset for financial institutions.


Other Tools