List of Bite Investor Management Sales Customers
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United Kingdom
Since 2010, our global team of researchers has been studying Bite Investor Management Sales 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 Sales 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 Sales 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, Beacon Ridge Capital Management, a United States based Construction and Real Estate organisation with 25 employees and revenues of $5.0 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 Sales, 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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Beacon Ridge Capital Management | Construction and Real Estate | 25 | $5M | United States | Bite Investments | Bite Investor Management Sales | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, Beacon Ridge Capital Management implemented Bite Investor Management Sales to support investor relations and fundraising workflows, listing the firm as a selected client on Bite Investments materials. The deployment is described in the context of CRM and Investor Relationship Management, and the listing indicates the firm is likely using Bite Stream capabilities for investor management and fundraising support for its US investor base. This placement ties Beacon Ridge Capital Management, Bite Investor Management Sales, and CRM and Investor Relationship Management directly to its investor relations activities.
The Bite Investor Management Sales deployment appears configured around investor management and CRM modules and an investor portal, with functionality aligned to manage investor profiles, fundraising pipelines, subscription documentation, and investor communications. The Bite Investor Management Sales configuration likely centralizes subscription workflows and automates routine communications, consistent with typical CRM and Investor Relationship Management workflows for small alternative asset managers. Configuration emphasis is on investor-facing portal access and CRM-driven tracking of commitments and fundraising stages.
Architecture and operational scope are concentrated on US investor relations and fundraising functions, with a deployment model consistent with cloud delivered investor management platforms and centralized recordkeeping for a 25 person firm. Governance and process changes described by Bite Investments focus on formalizing subscription management and investor communication workflows, and outcomes reported by Bite include improved investor communications and streamlined subscription management. No implementation partner is specified in source materials.
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Collyer Capital | Banking and Financial Services | 10 | $2M | Singapore | Bite Investments | Bite Investor Management Sales | CRM and Investor Relationship Management | 2024 | n/a |
In 2024 Collyer Capital implemented Bite Investor Management Sales to establish a CRM and Investor Relationship Management capability aimed at supporting its ASEAN investor base. The Bite Investor Management Sales application is presented in vendor materials as providing CRM, investor relations, and a fundraising marketplace layer that centralizes investor contact records and deal workflows.
Configuration and modules inferred from Bite product pages and client roster indicate use of core CRM and investor relations modules, a fundraising marketplace module, contact and pipeline management, and investor communications workflows. The implementation narrative assumes configuration for investor profiling, opportunity tracking through fundraising stages, and templated investor outreach to standardize engagement cadence across the team.
Operational coverage is focused on investor relations and fundraising activities across ASEAN, with governance centered on centralized investor records and a managed fundraising pipeline for a small, 10 person firm. No specific third party integrations are disclosed in source materials, therefore the deployment description remains focused on SaaS CRM and marketplace capabilities delivered by Bite Investor Management Sales.
Governance and process changes are described as centralizing investor communications and streamlining fundraising workflows, aligning investor outreach, deal listing, and investor tracking in a single application. These changes are implied to improve investor communications and to streamline fundraising operations as described by Bite Investments for its selected clients.
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Vi Asset Management | Banking and Financial Services | 100 | $60M | Hong Kong | Bite Investments | Bite Investor Management Sales | CRM and Investor Relationship Management | 2024 | n/a |
Vi Asset Management implemented Bite Investor Management Sales in 2024. The deployment aligns with the CRM and Investor Relationship Management category and is documented on Bite Investments' selected clients list, where use of Bite Stream capabilities is presumed for investor onboarding, reporting, and CRM across APAC investor relationships.
Bite Investor Management Sales configuration at Vi Asset Management centers on investor onboarding workflows, centralized CRM records, and consolidated investor reporting modules. These functional modules are consistent with Bite Stream feature pages and are described as supporting investor lifecycle management, investor communications, and portfolio-level reporting for investor stakeholders.
Operational coverage is reported as APAC investor relationships, supporting investor relations, client servicing, and reporting teams within Vi Asset Management. The implementation is aligned with typical cloud CRM and investor reporting architectures offered by Bite Investments, centralizing investor data and lifecycle events to improve cross-border investor engagement and reporting consistency.
Governance and rollout were oriented toward standardizing onboarding and reporting processes, with centralized workflow control delegated to investor relations and operations to manage investor lifecycle tasks. Per Bite Investments' product claims, the arrangement supports regional investor lifecycle management and reporting efficiency, a signal that the Bite Investor Management Sales deployment is intended to unify investor-facing workflows and reporting across Vi Asset Management's APAC coverage.
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