Build Better Relationships

Investment CRM

Foster confidence and strengthen relationships with Quva's all-in-one CRM - simplifying onboarding, communications, and compliance.

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Customer Relationship Management

Quva's CRM offers a comprehensive view of investor records and their portfolios, enabling seamless communication and targeted opportunity distribution. Quva can also integrate with platforms like HubSpot and Salesforce, further enhancing efficiency, streamlining investor relationship management and maximising opportunity outreach for optimal engagement and growth.

Benefits of Quva's CRM

Quva's CRM enables companies of all sizes grow better and enables them to:

Create and manage investor records
View and manage investor portfolios
Targeted opportunity distribution
Client communications
Seamlessly integrate with existing CRM's like Hubspot and Salesforce

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Investor Records

Quva empowers admins with comprehensive capabilities to oversee investor records, manage applications, and efficiently approve or reject them.

Additionally, admins can update investor information, oversee compliance, facilitate onboarding processes, and monitor AML/KYC status, ensuring seamless management of investor relations and regulatory compliance.

Portfolio

Quva enables admins to seamlessly access and review investor portfolios and transactional activities.

With intuitive features, admins can gain valuable insights into investor holdings and transactions, facilitating informed decision-making and enhancing oversight capabilities for enhanced client relationships.

Promote Opportunities

Quva empowers users to customise and promote live investment opportunities to investors.

From adjusting the look and feel to adding compliance measures and uploading key documents, Quva delivers the ultimate user-experience, resulting in better engagement and investment outcomes.

Client Comms

Quva's platform enables investors to communicate securely and confidentially with administrators or investment managers.

Through encrypted channels, investors can ask questions and discuss concerns directly, ensuring privacy and peace of mind. This feature enhances transparency and trust in the investment process.

Integrations

Quva empowers users to seamlessly integrate with existing and third-party CRM tools like HubSpot and Salesforce, facilitating real-time data migration and updated records.

This integration streamlines workflow efficiency, enhances data accuracy, and enables users to leverage the full potential of their preferred CRM systems for enhanced productivity.

Made by Investment Professionals for Investment Professionals

The team transforming alternative investments

Behind every great product, is an even better team. Meet the talented folk who have thought of, designed, and continue to develop Quva into the unparalleled solution it is today.

Meet the Team

Suzanne Lupton

Partner

MAVEN Capital Partners

“The software development team at Quva have provided Maven with a bespoke Investment Platform that has streamlined the management of our Private Investor Network. The Quva team worked closely with our project team to scope, develop and launch a custom-made software solution that has transformed the investment management, transaction and distribution process."

Keith Benson

Founding Partner

DSW Ventures

"We've had an exceptional experience partnering with Quva. Their collaborative approach and deep understanding of the early-stage space and investor requirements in our niche have been invaluable. Quva adapted their platform seamlessly to align with our specific needs, resulting in a user-friendly, intuitively designed system that has garnered praise from our investors. What truly sets Quva apart is their incredibly responsive customer success team, who have been instrumental in ensuring that the system not only meets but exceeds our workflow expectations. Quva's dedication to customer satisfaction is a real differentiator and has made them an indispensable partner for us."

James Lawson Baker

MD & Founder

G-Force Capital

"As a business focused on Equity Capital Markets, our primary objective was to offer our clients a cutting-edge, digitally-driven investment experience. Since the integration of Quva, our entire operational landscape has undergone a digital transformation. From the automation of documents to a streamlined registration process incorporating the highest standards of AML/KYC compliance, our platform now stands as a secure and intelligent space for our investors, who can now seamlessly access exclusive opportunities and track performance. Quva not only met our bespoke requirements but continues to collaborate closely with us, ensuring ongoing compliance, operational efficiency and operational resilience. We wholeheartedly recommend Quva for their commitment to delivering and maintaining a top-level platform for both our business and our valued investor network."

Simon Lenney

Chairperson

CARLTON Bonds

“When Regional Housebuilder Homes by Carlton wanted to explore innovative ways to finance its growing residential development programme we turned to Quva explore options.We wanted to develop and launch an online investment platform that would allow experienced investors to invest and provide development loans to Homes by Carlton.Our Project Team worked closely with the Quva Team to create and launch Carlton Bonds, an online investment platform that allows experienced investors to invest in a series of asset-backed bonds. The platform provides Homes by Carlton with an innovative way to fund our growing pipeline of residential development projects."

Simon Walker

Managing Director

Homes by Carlton

“We commissioned the Quva team to scope, develop and maintain a bespoke online investment platform to allow Homes by Carlton to launch a series of asset backed bonds for experienced investorsThe platform is fantastic and now an integral and paramount part of the business.”

James Hargreaves

Managing Director

Vida Capital

"Their digital solutions have modernised our daily operations, delivering significant time and cost savings. Moreover, Quva's platform provides a secure and seamless experience for our investors, ensuring their trust and satisfaction. Thanks to Quva, we've elevated our efficiency while enhancing investor accessibility - a partnership we value immensely."

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