Firm and Investor Background Note Tracker
One of the ways to differentiate yourself with the Street is to remember certain unique items about firms or investors you meet. For instance, certain aspects about a corporate office, names of kids, hobbies, etc. Use this simple tracker to document this. The little things make a difference.
This is a simple and effective excel-based CRM tool to log your investor meetings. Allows for ease of seeing trends and reviewing history to prepare for conferences and future meetings.
This simple, but effective, CRM tool can group all of your Buy-Side connections.
Meeting Tracker Template
Use this Meeting Tracker Template to document your calls and interactions before downloading into your CRM tool.
Top Holders Schedule Template
Always know who your major holders (insiders and institutions) are. This one-page schedule template makes it easy to manage.
Top Holders Contact Info Template
We believe you should have the contact info for your top 25 holders at your fingertips at all times, particularly if you are a CFO or IRO. This template provides this on one page.