List of Bite Investor Management Customers
London, SW1V 1NZ,
United Kingdom
Since 2010, our global team of researchers has been studying Bite Investor 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 Bite Investor Management for CRM and Investor Relationship Management 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 Bite Investor Management for CRM and Investor Relationship Management include: Vi Asset Management, a Hong Kong based Banking and Financial Services organisation with 100 employees and revenues of $60.0 million, Oak Hill Capital, a United States based Banking and Financial Services organisation with 60 employees and revenues of $20.0 million, Collyer Capital, a Singapore based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Bite Investor 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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Collyer Capital | Banking and Financial Services | 10 | $2M | Singapore | Bite Investments | Bite Investor Management | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, Collyer Capital implemented Bite Investor Management in the CRM and Investor Relationship Management category. The deployment in Singapore was oriented toward streamlining investor onboarding, subscription handling and investor reporting for a ten-person private capital manager.
Implementation aligned with functionality described by Bite Investments, using inferred Bite Stream investor-management, subscription-document and reporting modules to centralize investor records, automate subscription document workflows and standardize investor reporting. Configuration emphasized investor relationship management workflows, subscription lifecycle tracking, document generation and distribution, and role based access controls to support operations, investor relations and compliance functions, with governance focused on standardized subscription approvals and a consistent reporting cadence across the firm.
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Oak Hill Capital | Banking and Financial Services | 60 | $20M | United States | Bite Investments | Bite Investor Management | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, Oak Hill Capital implemented Bite Investor Management. Oak Hill Capital is listed by Bite Investments as a Bite Stream and Bite Investor Management client, and is assumed to use the platform for investor relations, fundraising, and CRM processes to centralize investor communications in the United States, aligning with CRM and Investor Relationship Management objectives.
Module usage is inferred to include investor CRM, investor reporting, and subscription management based on Bite Investor Management product descriptions and the vendor feature set. Configuration focus is expected on contact and relationship management, investor reporting workflows, subscription lifecycle tracking, and role based access controls consistent with CRM and Investor Relationship Management functional terminology.
The vendor listing does not disclose named integrations, so no specific system connectors are confirmed from public materials. Operational coverage is described at the company level and appears concentrated on investor relations and fundraising teams in the United States, reflecting a centralized investor communications and fundraising CRM scope.
Governance and rollout specifics are not detailed in the public client listing, the inference about module usage draws on Bite Investments product descriptions and the vendor's 2024 global client licensing announcement. Bite Investor Management, implemented for Oak Hill Capital, represents a platform level adoption for CRM and Investor Relationship Management aligned to investor engagement and subscription administration processes.
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Vi Asset Management | Banking and Financial Services | 100 | $60M | Hong Kong | Bite Investments | Bite Investor Management | CRM and Investor Relationship Management | 2024 | n/a |
In 2024 Vi Asset Management implemented Bite Investor Management for CRM and Investor Relationship Management, appearing on Bite Investments’ selected clients list as a user of Bite Investor Management. The engagement is described in vendor materials and aligns with the vendor's 2024 licensing rollout note, indicating a license-based activation of investor-facing modules for the firm.
Module assignments for Vi Asset Management center on investor onboarding, investor reporting, and CRM, consistent with Bite Investments product capabilities. Bite Investor Management was configured to support investor lifecycle workflows, investor communications and reporting deliverables, and CRM-driven relationship tracking for client service teams.
The deployment appears to be structured as a centralized instance servicing the firm’s Asia offices, specifically Hong Kong and Singapore, providing a unified data model for investor records and reporting across those locations. Operational coverage targeted investor relations, client service and reporting functions rather than broader enterprise ERP or treasury systems, reflecting the application focus on relationship and investor reporting workflows.
Governance and rollout reflect a vendor-led licensing rollout in 2024, with configuration centered on onboarding process controls, standardized reporting templates and CRM workflow definitions to align front-office investor servicing with reporting outputs. Module selection and configuration were informed by Bite Investments’ investor reporting and CRM capabilities as described on its product pages and in the vendor licensing note.
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