Active Campaign and/or Investnext for Capital Raisers?

[Kyle Curtin]

Hi everyone!

      Question for the sponsors out there! So I do investor relations and capital raise for different GPs and have been using investnext (the fundraiser suite) to integrate directly with several operators that I have been working with. I have talked to folks that also use Active Campaign, and I fell in love with the idea to be able to create marketing workflows and email drips with value content for staying top of mind with my investors, integrating with my website and a future ebook, etc. I tried creating something like this within investnext and it is nowhere close to possible.

I have 2 questions that I would love to hear your guys thoughts on!

1.) Should I switch over from Investnext to solely active campaign for my CRM and segment my audience based on compliance for 506b offerings etc for certain emails to them etc. or keep both platforms to be able to do updates/email content with Active campaign and then keep the ability to be the only one with access to my investors through the portal and be able to integrate with the other operator’s portals to show the offerings?

2.) In the event that I implement active campaign (and don’t have investnext anymore), and there is a deal that folks want to commit to, how do I keep those investors if they have to be added to another operator’s portal to soft commit to a deal?

Thank you so much guys! :)

-Kyle