List of Allvue Investor & Investment Management Customers
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United States
Since 2010, our global team of researchers has been studying Allvue Investor & Investment Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Allvue Investor & Investment Management for CRM and Investor Relationship Management, Investor Onboarding from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Allvue Investor & Investment Management for CRM and Investor Relationship Management, Investor Onboarding include: Polaris Management, a Denmark based Professional Services organisation with 22 employees and revenues of $3.0 million, Accomplice Fund I, a United States based Banking and Financial Services organisation with 20 employees and revenues of $2.0 million, Standish Management, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Allvue Investor & Investment Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Accomplice Fund I | Banking and Financial Services | 20 | $2M | United States | Allvue Systems | Allvue Investor & Investment Management | CRM and Investor Relationship Management,Investor Onboarding | 2019 | n/a |
In 2019 Accomplice Fund I implemented Allvue Investor & Investment Management, an Investor & Investment Management application, to modernize venture capital operations, reporting and investor communications in the United States. Prior back-office workflows relied on Excel, QuickBooks and an outdated investor portal, which prompted consolidation of investor and financial data into the Allvue platform.
The implementation centered on investor CRM and investor portal capabilities, coupled with centralized investor reporting and investment management workflows. Allvue Investor & Investment Management was configured to support investor relations and finance functions, standardizing investor communications, performance reporting and portfolio tracking consistent with Investor & Investment Management functional patterns.
Operational coverage focused on finance and investor relations for the firm in the United States, with data consolidation from spreadsheets and accounting records into the Allvue environment to remove manual reconciliation points. The deployment emphasized a unified investor portal experience and automated reporting feeds for LP communications, reflecting the case study emphasis on portal modernization and reporting improvements.
Governance and process changes included standardizing reporting workflows and centralizing investor access through the investor portal to improve scalability and LP experience. Implementation outcomes reported in the case context include improved scalability and an enhanced LP experience, without quantified financial metrics.
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Polaris Management | Professional Services | 22 | $3M | Denmark | Allvue Systems | Allvue Investor & Investment Management | CRM and Investor Relationship Management,Investor Onboarding | 2021 | n/a |
In 2021 Polaris Management implemented Allvue Investor & Investment Management to modernize its fund accounting and investor operations ahead of launching Fund V. The deployment of Allvue Investor & Investment Management, categorized as Investor & Investment Management, was positioned to enable a new strategy launch without adding back office headcount in the Nordics, aligning the platform directly with the firm finance and fund accounting function.
Implementation focused on core fund accounting capabilities and investor management functionality typical of an Investor & Investment Management platform. Configuration work centered on ledger and subledger bookkeeping, NAV processing, reconciliation automation, capital call and distribution workflows, and investor reporting and portal features to centralize investor communications and statements.
Operational coverage prioritized the finance and fund accounting teams and investor relations activities across Polaris Management in the Nordics, with rollout timed to support Fund V go live. Governance and process work emphasized standardized reporting, control points for accounting close and NAV approval, and workflow-driven investor onboarding and reporting to reduce manual coordination and preserve existing staffing levels.
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Standish Management | Professional Services | 10 | $1M | United States | Allvue Systems | Allvue Investor & Investment Management | CRM and Investor Relationship Management,Investor Onboarding | 2020 | n/a |
In 2020, Standish Management implemented Allvue Investor & Investment Management to streamline fund administration, reporting and investor communications across its US operations. The deployment targeted fund administration / investor relations workflows and investor facing services, positioning Allvue Investor & Investment Management as the central platform for investor data, reporting cadence, and client communications.
Configuration emphasized the Investor Portal and the Investor & Investment Management capabilities, with inferred use of investor access, reporting automation, and consolidated investment recordkeeping consistent with the fund administration / investor relations category. Allvue Investor & Investment Management was configured to automate report generation, standardize investor statements, and reduce manual reconciliation, and the implementation leveraged centralized data models and role based access controls to manage investor visibility and reporting cadence.
Operational coverage focused on Standish Managements US operations and core business functions including fund administration, investor relations, and reporting. Governance changes included centralizing report production workflows and instituting investor communications processes to support investor facing services. The case materials and testimonials indicate the implementation resulted in faster report delivery and reduced manual effort.
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Buyer Intent: Companies Evaluating Allvue Investor & Investment Management
- Hecht Kugellager, a Germany based Distribution organization with 28 Employees
- Efecty, a Colombia based Banking and Financial Services company with 3500 Employees
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