CRM
Every institution, contact, holding, and interaction in one place.
A CRM that sets the standard with intuitive workflows, automated reporting and insights that impress management.
Senior Fund Manager
Global Investment Manager · London
AUM
$14.0bn
Pos
1.84%
Mtg
12
At a glance
Complete investor profiles
Buy- and sell-side profiles updated daily: bios, coverage, style, AUM, peers held and full interaction history.
Holdings connected to profiles
Shareholding and peer ownership data sit alongside each contact record, helping you see who is buying and selling and put this activity into context.
Automated meeting logging
Logs calls, meetings and roadshows against the right investor without manual entry.
Outreach
Send meeting invitations or announcements to investors directly from the platform.
Notes and Topics
Notes and topics attached permanently to the investor and the event.
See your shareholder register, share price and meeting history in one view
Each institution’s holdings over time sit alongside historical shareholder records, share price data and every investor meeting, helping you see how changes in an investor’s position relate to your engagement with them.
Closir CRM
Shareholder analysis
Current holdings by mandate
- Emerging markets99,991,970
- Other11,294,914
- Global10,073,199
- United Arab Emirates5,832,156
- Global (ex-US)2,006,532
- Canada659,038
Current holdings by style
- Index112,775,979
- Other11,294,914
- Growth1,883,529
- GARP1,849,423
- Value1,739,569
- Yield314,395
Historical holding
Turn an investor conference agenda into a rich briefing pack
Upload the standard PDF agenda, and Closir will turn it into a rich, tailored briefing pack with attendee profiles, holdings, past meetings and more, then deliver it straight to your team and the Closir iOS app in a couple of minutes.
- Investor profiles, peer holdings and meeting history for every attendee
- Attendee biographies, investment focus and notes from past meetings
- Delivered to your team by email, on web and the Closir app
Outreach and email campaigns
Send press releases, updates and newsletters from the same CRM that holds your investor contacts. Build branded templates, manage subscribers and track engagement.
Rich Email templates
Subscriber management
IR website integration
Engagement analytics
“While travelling, Closir's mobile app gives our team very useful information about upcoming meetings, insights about the investor as well as helpful logistical information.”
