FolioMetrics
CRM for asset managers
Accelerate fundraising with a CRM built for alternative asset managers
Replace fragmented spreadsheets and disconnected tools with a single system of record for investor interactions, deal activity and next steps.
FolioMetrics combines relationship intelligence and workflow automation with embedded market context. By natively bringing together fresh fund, investor, and deal data alongside real-time activity tracking (emails, meetings, notes and documents), you and your team can prioritize the right opportunities, improve coordination, and maintain consistent engagement without relying on manual updates.
Built for agile firms scaling quickly, FolioMetrics helps shorten fundraising cycles, increase visibility across stakeholders, and maintain audit-ready records. As part of S&P Global’s iLEVEL ecosystem, FolioMetrics supports a connected front-to-back experience, turning CRM data into actionable insights that strengthen decision-making and elevate investor experience.
Key Features of FolioMetrics
Integrated Market Intelligence
Source better opportunities, evaluate deals more effectively, and close with confidence using comprehensive global private equity and M&A data from With Intelligence (SPS and Investor Intelligence), giving your team the market context needed to stay ahead.
Performance, Compliance & Investor Reporting
Instantly generate institutional-grade reports on investor engagement, deal pipeline activity and contact history for compliance or board updates. Every report includes a full audit trail for transparency and accountability.
Pipeline Management
Manage your entire deal flow – from sourcing to close – in a centralized pipeline. Apply custom statuses, stages and evaluations to mirror your unique process and drive efficiency.
Relationship Tracking
Capture detailed notes and activity across investors, consultants, prospects and counterparties. All interactions are automatically linked to relevant contacts, firms and funds for a 360° relationship view.
How does FolioMetrics work?
FolioMetrics is a CRM purpose-built for the alternative assets industry, where relationship management is foundational to value creation.
Accelerate capital raising and uncover the right opportunities faster with market intelligence embedded directly into your CRM. By combining fund, investor, and deal data in one place, you can build stronger relationships, identify high-potential prospects, and streamline every stage of your fundraising and deal sourcing efforts.
FolioMetrics gives you the precision and flexibility needed to operate faster, smarter, and ahead of the market.
FolioMetrics Benefits
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