Investor Relations
Stay on top of your investor relations by getting detailed insights into your customers, segmenting target groups and interacting at the right time.
Customer Relationship Management
Better Investor Relations
Get in touch with the relevant investors at the right time based on the data you have and close your next deal faster.
- Detailed insights:
- Smart filtering, automation rules, dynamic investor lists, and enhanced search capabilities give you a crystal clear view of your data at all times.
- Central communication:
- Log, track, and classify all investor communications, whether email, phone calls, or requests from within the platform.
- Better workflows:
- Manage team members, assign tasks, and create workflows by running tasks at scale for various investor groups, and send emails or notifications with one click.
Explore more Products
Investor Relations
Manage investor relationships, from initial interest to distributions and everything in between, with a CRM tailor-made for investment management.
Reporting
Generate quarterly reports within seconds. Eliminate manual work and human errors using our AI supported templates, branded with your company.
Data Room
Centralize all documents in one secure space, with full control over access and visibility. Allocate documents to different investors, entities, and assets, and enable e-signing from within the platform.
Portfolio Monitoring
A beautiful, easy-to-use, and secure platform that gives you more transparency and increase your investors satisfication. Stay engaged and up-to-date with your investments and make informed decisions.
Get started today
Let's manage your investments together. Get in touch and let's talk about your needs.
Book a Demo
Frequently asked questions
If you still have questions, please read our FAQ to get all the information you need. Additionally you can contact our team.
What is Layest and what does it do?
Layest is a next-generation investment management software that leverages Agentic AI for the financial industry. It helps turn financial data into actionable insights, enabling users to save time, cut overheads, eliminate human errors, and boost operational efficiency in managing investments.
How does Layest use AI in its investment management platform?
Layest utilizes Agentic AI to power its Investment Management Assistant. This AI enables features like dynamic report generation, identifies key trends and insights for portfolio monitoring, and facilitates digital but personalized interactions for investor relations through Agentic Workflows.
What are the core features of the Layest platform?
The Layest platform offers comprehensive features including Portfolio Monitoring to identify key trends, Investor Relations with a tailor-made CRM, Dynamic Report Generation for automated summaries, and a secure Data Room for centralized document storage and sharing.
Is Layest compliant with data protection regulations and secure?
Yes, Layest is fully compliant with regulatory requirements, including GDPR, and is certified to ISO 27001 standards for enterprise-grade security. All data is securely hosted on servers located within Europe and utilizes end-to-end encryption to safeguard sensitive information.
Who is Layest designed for?
Layest is designed for a diverse range of financial professionals and organizations, including financial institutions, fund managers, investment clubs, financial advisors, investment managers, and mezzanine- & fundraising administrators, all aiming to bring more value to end investors.
How does Layest improve investor relations?
Layest improves investor relations through a CRM tailor-made for investment management. It enables digital but personalized interactions, helps manage investor relationships from initial interest to distributions, and boosts investor engagement and satisfaction.