Imagineer Technology Group

What Imagineer Technology Group does

Imagineer Technology Group is a US-based software company founded in 1998 that develops CRM, fund marketing, and investor relations platforms for asset managers, including hedge funds, private equity and venture capital firms, and traditional asset managers. The company's product portfolio centers on two integrated platforms: Clienteer, a relationship management platform for tracking capital raising pipelines, investor account balances and transactions, fund marketing campaigns, and compliance reporting; and WebVision, a cloud-based content management system and investor portal for distributing fund marketing materials and performance reports. Both products are available as desktop, web, and mobile applications and are deployable via cloud (Microsoft Azure), on-premise, or client-hosted configurations.

The company operates a subscription-based revenue model with multiple pricing tiers plus a professional services revenue stream covering implementation, training, fund administrator upload services, website design, and reputation management. Pricing is quote-based with annual billing cadence, and the go-to-market is sales-led with direct enterprise field sales and inside sales motions, supplemented by event and email marketing. Customers include enterprise asset managers such as a $9B+ asset manager and a $5B hedge fund, with named verticals spanning hedge funds, private equity and venture capital, and traditional asset management. The company maintains offices in New York (HQ), Chicago, and London, and reports a professional services team with an average tenure of seven years.

In September 2020, Dynamo Software acquired Imagineer Technology Group, and the Clienteer product has since been rebranded to Dynamo. Imagineer continues to operate as a subsidiary brand within Dynamo's portfolio, with WebVision retaining its original identity. The company is structured as a private LLC, has no public listing, and has no disclosed external funding rounds.

Name

Imagineer Technology Group

Legal name

Imagineer Technology Group, LLC

Website

https://imagineertechnology.com

Company type

Private

Founded year

1998

Operating status

Acquired

Headcount range

51–100 employees

Short description

Imagineer Technology Group provides subscription-based CRM (Clienteer) and investor portal/CMS (WebVision) software for hedge funds, private equity, and traditional asset managers, automating investor relations, fund marketing, and compliance workflows.

Ownership category

akta.pro rank

Product category

Asset Management Software

NAICS

Software Publishers (5132), Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)

Keywords

• Asset management software
• Investor relations platform
• Fund marketing software
• Hedge fund CRM
• Investor portal software

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales

Revenue model

1. Clienteer Subscription: Subscription-based CRM platform for hedge funds, private equity, and asset managers with multiple subscription levels that scale to organization needs
2. WebVision Subscription: Cloud-based CMS and investor portal platform, deployable as a fund/investor reporting module or stand-alone custom website
3. Professional Services: Project management, training, fund administrator upload services, website design, and reputation management services

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Imagineer Technology Group develops and sells two core software products for asset management firms: Clienteer, a configurable relationship management (CRM) platform for hedge funds, private equity, and other asset managers covering capital raising, fund marketing, and investor relations workflows; and WebVision, a cloud-based content management system and investor portal platform used to distribute fund marketing materials, performance data, and reports. The company also offers professional services for implementation, training, and website design.

Product overview

Imagineer Technology Group offers a platform-plus-modules architecture centered on two core products: Clienteer (a relationship management platform for hedge funds, private equity, and asset managers) and WebVision (a cloud-based CMS and investor portal). These integrate with each other for enhanced control and automation. The portfolio also includes multiple add-on modules including Clienteer Mobile App, Event Management, Watermarking, Two-Factor Authentication/SSO, DocuSign Integration, Webshot, BlackBerry Workspaces DRM, and professional services including training, fund administrator upload services, website design, and reputation management.

Differentiator

Problem solved

Functional benefit

Brands

• Clienteer: An intuitive and highly configurable relationship management platform designed for hedge funds, private equity, and other asset managers to streamline CRM, fund marketing, and investor relations workflows.
• WebVision

Products and services

• Clienteer Intuitive and highly configurable relationship management platform designed for hedge funds, private equity, and other asset managers to streamline CRM, fund marketing, and investor relations workflows. Includes capital raising pipeline tracking, campaign management, balance and transaction reporting, compliance tracking, and email integration with Outlook, Exchange, and Gmail.
• WebVision Highly-secure, fully customizable cloud-based content management system (CMS) and investor portal platform used by asset managers to deliver fund marketing materials, account and fund-level performance data, and regulatory reporting. Deployable as a module connected to an existing website or as a stand-alone custom website.
• Imagineer Professional Services Project management and professional services including premium support and training, fund administrator upload services, reputation management via FiveBlocks integration, and asset management website design services.
• Training Camp Client training portal providing access to in-depth training sessions to ensure users are up to speed on all software functionality.

Quantifiable outcome

• Saved hundreds of hours each month on account, purchases, and asset flow tracking
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration18 records

Feature8 records

Partnerships

16 partnerships are on record, tiered core and supporting.

• Advent Portfolio ExchangecoreTechnology or IntegrationIntegrated portfolio management solution for traditional asset managers. APX bridges the gap between accounting, marketing, and investor solutions with Clienteer.
• SoloviscoreTechnology or IntegrationMulti-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators.
• PreqincoreTechnology or IntegrationThe leading source of data, insights and tools for alternative asset professionals. Provides in-depth data and research for fundraising, investor relations, asset allocation, and fund manager selection.
• BlackBerry WorkspacessupportingTechnology or IntegrationSecure enterprise-grade file sync and share with Digital Rights Management (DRM) capabilities. Enables firms to limit viewers ability to copy, print, save and screen capture PDF documents.
• HarvestsupportingTechnology or IntegrationDigital content platform for the investor community where investment organizations distribute their latest insights, empowering investors to make informed decisions.
• Microsoft Office 365supportingTechnology or IntegrationLine of subscription services including email integrated with Clienteer for seamless workflow.
• Microsoft ExchangesupportingTechnology or IntegrationEnterprise email service integrated with Clienteer for business operations.
• G SuitesupportingTechnology or IntegrationGoogle collaboration and productivity apps for business integrated with Clienteer.
• Microsoft AzuresupportingTechnology or IntegrationCloud services platform used for hosting Clienteer and WebVision deployments.
• DST Sales ConnectsupportingTechnology or IntegrationAggregates advisor trades and asset positions from multiple record keeping platforms.
• VerasupportingTechnology or IntegrationData security platform that follows files everywhere, integrated for enhanced document protection.
• DocuSignsupportingTechnology or IntegrationLeading provider of e-signature technology for electronic document completion through branded websites.
• OKTAsupportingTechnology or IntegrationIdentity and access management solution enabling smoother and more secure application access.
• OneLoginsupportingTechnology or IntegrationIdentity and access management solution integrated for secure single sign-on.
• Duo SecuritysupportingTechnology or IntegrationTwo-factor authentication, endpoint remediation and secure single-sign-on tools.
• FiveBlockssupportingTechnology or IntegrationDigital consulting and technology firm focused on reputation management. Integrated with WebVision to monitor keywords impacting firm online reputation.

Scale indicators1 record

Expansion highlights5 records

Broad incumbents

• Salesforce Financial Services Cloud: Salesforce's Financial Services Cloud offers wealth and asset management CRM capabilities as part of a broader enterprise CRM platform. Competes with Imagineer in the asset management CRM category but as a horizontal incumbent rather than a vertical specialist.
• Addepar: Addepar offers a wealth management technology platform serving RIAs, family offices, and asset managers with portfolio analytics, reporting, and data aggregation. Adjacent overlap with Imagineer's traditional asset management clients but a much broader platform play.
• eFront (BlackRock): eFront, now owned by BlackRock, provides end-to-end alternative investment management software including investor portal and CRM-adjacent functionality. Overlaps with Imagineer in serving PE/VC firms but operates at much larger scale across the investment lifecycle.

Direct peers

• Backstop Solutions: Backstop Solutions offers investor relationship management, CRM, and document management software specifically for hedge funds, funds of funds, and institutional investors. Closely comparable to Imagineer in serving alternative asset managers with workflow and IR-focused tooling.
• Altvia: Altvia delivers CRM and investor relationship management solutions for private equity, venture capital, and hedge fund firms. Comparable to Imagineer's Clienteer in serving alternative asset managers with fundraising pipeline, LP portal, and CRM functionality.
• Juniper Square: Juniper Square provides an investor CRM and reporting portal for private equity, venture capital, and real estate funds. Directly comparable to WebVision's investor portal capabilities and Clienteer's LP relationship management, with strong overlap in PE/VC customer base.
• DealCloud: DealCloud provides CRM and deal management software purpose-built for alternative investment firms (PE, VC, hedge funds, real estate). Directly comparable to Imagineer's Clienteer in customer base, vertical focus, and feature set including pipeline tracking and LP relationship management.
• Dynamo Software: Dynamo Software is the parent company that acquired Imagineer in September 2020 and now offers the rebranded Clienteer alongside Dynamo's portfolio of alternative investment software. Most directly comparable given ownership relationship and product integration trajectory.

Emerging players

• Visible.vc: Visible.vc provides investor reporting, fundraising, and portfolio monitoring software primarily for venture capital firms. Comparable to WebVision's investor portal capabilities with focused VC customer overlap, though more emerging in scale and scope.
• SalesPage Technologies: SalesPage provides CRM, investor portal, and marketing automation software for asset managers and financial advisors. Comparable to Imagineer in serving traditional and alternative asset managers with integrated CRM and investor portal functionality.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/imagineer_tech
• LinkedInlinkedin.com/company/imagineer-technology-group

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Imagineer Technology Group