Solutions & Services

Investment Managers

Partnering with you to provide value-driven and secure stakeholder experiences

Investment Managers

Your success is our top priority, and we’re dedicated to helping you deliver exceptional events that resonate with your audience.

Service, collaboration, and expertise are the cornerstones of our client partnerships.

High Profile Meetings

Whether you are doing virtual fundraising due diligence, deal diligence, or deal funding/ syndication, OpenExchange is here to power your meetings that matter and eliminate your stress.

Investor Communications

Keep your investors engaged and informed using OpenExchange for state-of-the-art live streaming and content libraries.

Internal Libraries

As you develop content based on your investments or investor updates, OpenExchange provides you with a flexible platform for content hosting.

Dedicated team

Account manager, project manager, technology specialists, and support resources handle the tough parts of your event so you can focus on your message.

Tailor-Made Solutions

Customized portals designed for seamless access to your content and events. An enhanced virtual option expands the potential audience and impact.

Deep Understanding

With deep industry knowledge, we instinctively grasp the unique needs and nuances of your events and clients.

Use Cases

Virtual/Hybrid Annual Investor Meetings

Fundraising Due Diligence Meetings

Webinars / Thought Leadership

Internal Playbooks

Quarterly reporting for LPs

Virtual Fund Launch

Video Portfolio Company Profiles

Video Pitch Books