Investor Relationship Management Software Resources

Articles, Glossary Terms, and Discussions to expand your knowledge on Investor Relationship Management Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, and discussions from users like you.

Contents

Investor Relationship Management Software Articles

How to Secure Business Funding (+Top 8 Sources)

Securing business funding is the lifeblood of any venture.

MCN

by Mary Clare Novak

Investor Relationship Management Software Glossary Terms

Agency Theory

Agency theory explains principal and agent issues in business relationships. Understand the components and why conflicts arise between the parties.

by Alyssa Towns

Silent Partner

A silent partner is a type of investor that does not control business operations. Learn the details of the arrangement, the benefits, and best practices.

by Martha Kendall Custard

Investor Relationship Management Software Discussions

Question on: Intralinks FundCentre AI

How is FundCentre AI priced, and how does the cost model scale with fund count or AUM?

Enterprise fund platform pricing can vary significantly as firms grow. How predictable is FundCentre AI’s pricing model, and how does cost change as fund count, investor volume, or AUM increases?

FundCentre AI pricing is based on factors including platform usage, fund count, user access, and selected capabilities. Firms should evaluate pricing against projected fund and LP growth to understand how costs may scale over time.

Answered: Rachelle Legentus on September 1, 2026

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Question on: Intralinks FundCentre AI

What does the data migration process look like when switching to FundCentre AI from a legacy platform?

Migrating historical fund data, investor records, and document archives can be one of the most challenging parts of a platform transition. How long does migration typically take, and what resources are required?

FundCentre AI’s implementation team supports the migration of historical investor records, fund data, and document archives. Timelines can be as few as several weeks depending on data volume, with a dedicated internal project owner helping streamline validation and coordination.

Answered: Rachelle Legentus on September 1, 2026

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Question on: Intralinks FundCentre AI

What security certifications does FundCentre AI hold, and how is LP document access controlled?

Institutional investors and their counsel often scrutinize platforms handling sensitive subscription documents and capital account information. What security certifications does FundCentre AI maintain, and how granular are its access controls?

FundCentre AI operates on Intralinks’ enterprise security infrastructure, including SOC 2 compliance and encryption controls for sensitive financial information. Role-based permissions enable managers to control access to specific fund documents and investor records.

Answered: Rachelle Legentus on September 1, 2026

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