IWT Consulting

Thank you for coming over to our website to see how we helped Funding Strategies with their systems requirements - we hope to help you too.

Their Business

Funding Strategies is a capital markets firm providing venture equity capital and finance services to small business and companies for growth and expansion. Funding Strategies specialise in creating and implementing successful fund raising strategies by linking potential investors with companies seeking such and managing the formalisation of these arrangements. Funding Strategies has been in business since 2010 and are based in Brisbane.

The Challenge

With a database of approximately 65,000 contacts, Funding Strategies were linking companies seeking funding with investors using rudimentary systems including an EDM as a CRM combined with a host of large and complex Excel spreadsheets. As the company grew this resulted in duplication and a lack of a 360-degree view of contacts and their history. Keeping investors and clients informed about progress and results became increasingly time consuming. This was holding back growth. 

The Solution

Initial consultation and set up of a customsied Zoho CRM specifically for the needs of Funding Strategies was the first step. We then replaced and imported the third-party EDM and numerous spreadsheets into Zoho, followed by connecting potential investors to companies seeking funding. This resulted in improved communications with all contacts and greater efficiency for all team members. 

Zoho Reports analytics create dashboards and charts available to staff and clients. These are also used in sales presentations to further demonstrate Funding Strategies professionalism and point of difference. 
Rather than taking significant time in preparing reports, these charts and reports are automatically updated daily and can be accessed by Funding Strategies clients anytime, keeping them fully informed with the latest updates.

IWT Consulting worked closely with Funding Strategies on these steps. In addition IWT was there to support Funding Strategies with moving to Zoho One and a more fully integrated web presence as the front-end of client and investor enquiries.