Tyndall Investor Profiles
Author: Justin Dybka
Date: 30 April 2025
Blog
Share Article:
What Are Tyndall Investor Profiles?
What are Tyndall Investor Profiles?
Tyndall's platform captures and updates investor information automatically from smart forms built into our onboarding and deal rooms software. This data is organized into a database of comprehensive investor profiles tailored to each firm's preferences. The profiles are customizable, allowing you to store unlimited data points from your investors and tailor what you want to display. This includes essential information such as personal details, KYC documentation, transactions and more. Investor profiles also integrate seamlessly with our CRM software allowing for expanded functionality such as detailed prospect profiles, investor lifecycle management and relationship intelligence.
How do Investor Profiles help?
• Satisfy regulatory requirements • Eliminate data fragmentation across multiple sources • Investors can leverage their data to invest in new opportunities with just a few clicks • Data in investor profiles can be used to pre-fill documents such as subscription agreements • A bird's eye view of investor-level activies, allowing for better insights
investor profile
investor CRM
investor relationship management
investor data
investor database
exempt market dealer software
Consolidate your software tools to save time & cut costs
tyndall