25 Years Experience Working at hedge fund/pe firm

Get the green light and Robin Greene gets you across the finish line.

 

  • Consulting on Investor Relations/Client Servicing projects for Hedge Fund or Private Equity/VENTURE firms.

  • Specializing in Client Relationship Management (CRM) tools and FUNCTIONALITIES, data CLEANUP AND STANDARDIZATION, databases, forms, WEBSITES investor reporting, compliance best practices, user conferences and communicating, onboarding, transition WORK FLOWS.

  • Best known for attention to detail, organization, planning, thinking outside the box, decision making, best practice recommendations and presenting efficient solutions while problem solving.   

  • Experience with Act!, Backstop, Clienteer, Correctnet, DYNAMO, Intralinks, Investran, Salesforce, WebVision AND proprietary softwareS.

 

SERVICES & FEATURES

CONVERSIONS | CHOOSING CRMs | DATA CLEAN UP | WEBSITES

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Conversions

Of course using excel works but converting to a more efficient tool can be overwhelming.  Don't let the implementation process stop you, instead let an expert help.

  • Maintain Dashboard and Timeline

  • Breakdown Tasks and Provide Homework and To Do's in Manageable Bundles

  • Advise on Best Practices

  • Communicate Needs and Keep IT, IR, Marketing, Vendors Updated and Informed

  • Follow-up and Chase Decision Makers

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Client Relationship Management Tools

Investor Relations CRM's offer many advantages.  Choosing the right one can be daunting.  What to consider/evaluate:

  • Need Calculations?

  • What Workflows can be Captured or Enhanced?

  • Upload Tools/Importing from 3rd parties?

  • Multiple Users/Departments Purposes and Goals?

  • Automation Requirements?

  • Reporting Needs?

  • Interface with Outlook?

Data Integrity

With multiple users data can get muddy.  Cleaning it up can be time consuming and tedious.  Who has the time?

  • Merging Duplicative Companies

  • Creating Parent Companies

  • Spying Duplicative Contacts that have Switched Firms

  • Verifying through LinkedIn

  • Integrity of Data: Whatif's, VLookups, Countifs, Conditional Searches

  • Process to Maintain Integrity Going Forward and Avoid User Pitfalls

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INVESTOR WEBSITE

 Emailing documents may be quick and your standard operating procedure but get your documents to your investors securely and store in one place.

  • Track Usage

  • Automatic Linking to Active Funds or Accounts

  • Configure for Fund level, Account level, Series level

  • Match your Work Flow

  • Integrate with your CRM

“PASSIONATE, DETERMINED, PERSISTENT”
— Associates and colleagues