The Mermaid Fund

Quywater Partners developed a custom CRM solution for The Mermaid Fund to streamline the registration and engagement process with potential fund investors. Designed to support Equity Vision Ltd in managing their £100 million environmental investment initiative, the system enhances investor relations while promoting the Fund's mission to invest in sustainable, planet-positive products and services.

Key Objectives

• Investor Registration: Develop a seamless system to register and manage potential fund investors, capturing key details and ensuring compliance with regulatory requirements.
• Enhanced Engagement: Create tools to facilitate personalised communication with investors, fostering strong relationships and building trust.
• Data-Driven Insights: Implement features to track investor interactions and analyse data to support informed decision-making.
• Scalability: Build a system capable of growing with the Fund as it expands its investor base and explores future opportunities.
• Environmental Advocacy: Support The Mermaid Fund's mission by aligning CRM features with their focus on sustainable and environmentally impactful investments.

Approach

1. Assessment and Planning: Conducted a thorough needs analysis to understand the investment team’s requirements for managing and engaging with potential investors.
2. Collaborative Design: Worked closely with The Mermaid Fund team to define workflows and customise the CRM solution to meet their specific goals.
3. Prototyping and Development: Built a Minimum Viable Product (MVP) using low-code technology, enabling rapid development and iterative refinement based on user feedback.
4. Integration and Training: Integrated the CRM with existing systems and provided comprehensive training to ensure smooth adoption and effective utilisation.
5. Support and Scaling: Delivered ongoing support and ensured the system’s scalability to accommodate growth in investor numbers and engagement complexity.

Expected Outcomes

• Streamlined Investor Management: A centralised platform to efficiently manage investor registration, data, and communications.
• Enhanced Investor Relationships: Tools to deliver personalised and timely engagement, fostering trust and confidence in The Mermaid Fund.
• Improved Decision-Making: Data analytics capabilities to provide actionable insights and support strategic decisions for fund growth.
• Scalable System: A flexible solution designed to adapt to future expansion and new investment opportunities.
• Stronger Advocacy: Alignment of CRM capabilities with the Fund's environmental mission, supporting their focus on sustainable investments and awareness-building.

The custom CRM solution for The Mermaid Fund equips Equity Vision Ltd with the tools to effectively manage investor relations while supporting their mission to invest in planet-positive initiatives. By combining seamless workflows with data-driven insights, the system ensures that The Mermaid Fund can scale its operations and continue its impactful investment in the growing seaweed industry.

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