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kongo's crm solution for fund managers
Comprehensive CRM Implementation for Financial Services
At Kongo, we help fund managers build CRM systems that change this — giving you a full picture of your investor relationships, streamlining your marketing and sales processes, and creating internal visibility around your capital raise activity.
Marketing Accountability
Tie marketing activity directly to capital raised and investor conversion with structured tracking systems.
Capital Raise Pipelines
Structured pipelines that track dozens or hundreds of investors through every stage of engagement.
360° Investor View
Connect CRM to registry platforms for complete investor profiles combining all engagement and investment holdings data.
MARKETING OPERATIONS
Make Marketing More Accountable
Many funds invest heavily in content, campaigns, and events, but can't confidently tie that activity back to capital raised or investor conversion.
We help clients build marketing operations inside HubSpot that are set up to capture and convert investor interest. This includes:
- List management and segmentation across investor types, entities, and funds.
- Automated email sequences to nurture leads from enquiry to investment
- Landing pages, forms, and CTAs that collect structured, reportable data
- Campaign tracking that follows leads all the way through the capital raise process
Track Investor Attribution
By linking your marketing tools directly to your capital raise pipelines, you can start reporting on the true impact of marketing activity. Instead of simply tracking open rates and downloads, you’re reporting on how many qualified investors entered the funnel, how they progressed, and how much capital they ultimately contributed.
PIPELINE Management
Capital Raise Pipelines You Can Rely On
Running a capital raise is complex — especially when tracking dozens or hundreds of investors, each at a different stage of engagement. For many firms, visibility over this process depends on manually updated spreadsheets and informal updates shared within a team. This lack of visibility makes it harder to manage timelines, hit capital raising targets, or provide accurate updates to stakeholders.
Structured Pipeline Management
- Kongo build structured HubSpot pipelines that track every potential investor’s stage in the capital raise lifecycle, giving fund managers complete visibility and control.
- Teams can quickly see what’s moving, what’s stalled, and where to focus capital raising resources.
- Leadership gains confidence in data and avoids last-minute capital raising chaos.
investor engagement
A 360-Degree View of Every Investor
Investor data is often scattered across registries, emails, and spreadsheets—making it hard to see the full picture or take informed action.
We help funds managers integrate their CRM with platforms like registries or fund admin tools, so key data (AUM, participation, investment holdings) flows directly into HubSpot. Then we configure HubSpot to show a full investor profile—merging operational, marketing, and engagement data.
This enables better segmentation, reporting, and personalised communication—building a CRM that tracks the entire investor journey.
Automated Workflows
- Notify investor relations teams when AUM increases or decreases materially
- Trigger follow-ups when a top-tier investor hasn't engaged with recent updates
- Schedule renewal conversations or maturity alerts based on investment terms
COMMUNICATION SCALE
Communications That Scale Without Losing Personalisation
Investor communication is a core part of the relationship, but it's often difficult to manage consistently across the lifecycle — especially as the firm grows. Onboarding processes may vary by fund. Performance updates may go out manually. Events may be promoted unevenly. And often, there's no clear history of what's been sent and to whom.
We build structured pipelines inside HubSpot that allow capital raising activity to be tracked consistently and reported in real time.
Structured Communications
- Onboarding sequences that introduce your firm, fund, and key materials
- Templated quarterly updates sent automatically to the correct investor segments
- Event invitations and follow-ups that track attendance and engagement
- Content delivery systems that track downloads and follow-up automatically
Compliance Ready
This reduces the burden on investor relations teams while ensuring investors receive timely, relevant, and professional communications. It also gives compliance teams the assurance that records are complete, communication logs are retained, and opt-out preferences are respected.
Outcomes For Fund Managers
Our clients don't implement CRM just to 'digitise' or 'automate' for the sake of it. They're looking for real improvements — and that's what we focus on delivering. A well-implemented CRM delivers:
Greater Marketing ROI
Greater marketing contribution margin by linking campaign activity to investor conversion
360-Degree Investor Profiles
A 360-degree investor profile combining holdings, engagement history, and segmentation
Improved Targeting
Improved targeting and personalisation of communications across investor types
Better Visibility
Better visibility and transparency of capital raising progress
Streamlined Processes
Fewer manual processes, better reporting, and stronger internal collaboration
We help fund managers get to this point — not with a bloated enterprise platform, but with a practical, right-sized CRM environment tailored to your team, your processes, and your goals.
