Opus High Value CRM

Accelerate your fundraising with a robust no-cost, high-value CRM.

Opus Fund Services helps fund managers of all strategies to attract capital faster with one centralized CRM solution to manage prospects and investor relationships, streamline communications, and deliver personalized investor experiences at scale.

Designed to give fund managers an edge in today’s challenging capital raising environment:

• Complete lifecycle transparency, from initial engagement to subscription

• Replace frustrating email-based communications and error-prone spreadsheets

• One place for all investor information, communications, transactions

• Launch precisely tailored campaigns to investor segments in just a few clicks

• Cloud & AI-native platform meeting highest cyber & data security standards

Not just a database, the Opus CRM is fully integrated with our institutional-grade fundraising toolkit, Opus Connect. Digital subscriptions, real-time cap tables, digital capital calls, and unlimited data rooms, plus a world-class investor portal. A new and better way to convert your prospects into long-term investor relationships. 

Opus. Engineered for Growth.