Harbor holistically tracks the Fundraising cycle from start to finish, providing Users an overview of the quality and status of each potential Limited Partner allocation. Pinpoint where your Fundraising time is best spent with Reports & Dashboards, and strategically network using our dynamic Contacts & Relationships tracking that reveals the full scope of professional affiliations.
Custom Allocation Opportunity records catalogue every potential and closed investment with a Limited Partner, offering a clear snapshot of Limited Partner relationships. Manage new campaigns, quarterly communications and document distribution, all in Harbor.
Harbor’s Deal Pipeline module tracks multiple opportunities to invest in a Deal over time, including standard valuation and NAV measurement. Deals are sourced from a variety of relationships and channels; Harbor allows Users to better understand the frequency of conversations with Industry Partners and how Deals originate from these relationships.
Internal Mandates and Operations require collaboration from multiple Investment and Operations teams. Ditch flooded inboxes and disjointed communication, and let our Projects module assign ownership and task deadlines. Automate and streamline Operations with Harbor.
Professionals in your network hold multiple positions at any given time. That’s why our Relationships module was designed around People. Harbor allows Users to dynamically track multiple positions for a single Contact, establishing an institutional memory of an entire relationship with that individual. Board seats, former employers, professional affiliations, and educational backgrounds – taken together, this full scope of a Contact’s professional DNA may reveal linkages that lead to better outcomes in your Fundraising and Investment processes.
From anywhere in the world, use our tools to update your team on your latest interactions with Potential Investors and Management Teams for Potential and Current Deals. Prep for the meeting beforehand with Mobile friendly summaries of the complete communications history with any Contact, or of any Investment. During the meeting, pull up stats you didn’t know you needed. Harbor allows on-the-fly access to all of your system data.