Case Study

How KKR Raised $1M in 1 Month and Streamlined Investor Management with CapRaise CRM

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About

KKR lacked a clear system to manage the full investor journey from first touch to committed capital. They struggled with scattered outreach, poor qualification, and a legacy CRM that couldn’t scale. Key activities like tracking webinar attendees and automating follow-ups were done manually, leading to missed opportunities and slow investor engagement. Learn how CapRaise CRM streamlined their investor management by centralizing fundraising, automating investor engagement, and gaining data-driven insights to prioritize high-value leads.