Dashboard
Investor firms
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Investor contacts
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Verified contacts
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CRM interactions
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Data quality
Every investor is modeled as an organization + CRM contact. Generic addresses are retained but flagged separately; portal access can only attach to a CRM contact.
| Investor | Contacts | Domain |
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Select an investor
CRM contacts, deal history and interactions appear here.
Deals
| Deal | Mandate | Stage | Owner |
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Select a deal to view investor relationships and entitlement levels.
Native Data Room
Upload a file to A2E with a confidentiality level. Investor users only receive files at or below their granted deal-access level.
Audit events
| Time | Event | Object | Detail |
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