The Mermaid Fund - NEW

Case Study: Custom CRM for The Mermaid Fund

The Customer

The Mermaid Fund, managed by Equity Vision Ltd, is a pioneering UK-based investment fund with a £100 million mandate to invest in sustainable, planet-positive initiatives. With a particular focus on emerging sectors like the seaweed industry, the Fund aims to drive impactful environmental investments while maintaining operational excellence and strong investor relationships.

The Challenge

The Mermaid Fund faced the challenge of efficiently managing a growing pool of potential investors for its ambitious environmental initiatives. Manual processes for investor registration and engagement were time-consuming and risked compliance gaps, hindering the Fund’s ability to scale and deliver on its mission.

“We needed a solution that could not only handle the complexity of our investor base but also reflect our commitment to sustainability and transparency,” shared the Fund’s Investment Director.

The Journey

To address these challenges, The Mermaid Fund team explored several off-the-shelf CRM solutions and consulted with industry peers. However, none provided the flexibility or environmental alignment required for their unique mission. After a comprehensive review, they decided to seek a custom-built system tailored to their operational and advocacy needs.

The Discovery

A recommendation from a trusted advisor led The Mermaid Fund to Quywater Partners, known for delivering scalable, mission-aligned technology solutions. The Fund was impressed by Quywater’s track record in supporting high-impact, sustainable initiatives and their collaborative approach to solution design.

The Solution

Quywater Partners developed a custom CRM platform specifically for The Mermaid Fund. Key features included:

• Seamless Investor Registration: Automated workflows to capture and validate investor details, ensuring regulatory compliance.
• Personalised Engagement Tools: Integrated communication modules for tailored outreach and relationship-building.
• Data-Driven Insights: Real-time analytics to track investor interactions and inform strategic decisions.
• Scalable Architecture: A flexible system designed to accommodate future growth and evolving requirements.
• Environmental Alignment: CRM capabilities tailored to support the Fund’s advocacy for sustainable, planet-positive investments.

The Implementation

The project began with a thorough needs assessment, involving close collaboration between Quywater’s team and The Mermaid Fund’s investment professionals. Using low-code technology, Quywater rapidly developed a Minimum Viable Product (MVP), allowing for iterative feedback and refinement. The CRM was seamlessly integrated with existing systems, and comprehensive training ensured smooth adoption. Any integration challenges were addressed promptly, with ongoing support provided to facilitate scaling as the Fund’s investor base expanded.

The Results

Within months of implementation, The Mermaid Fund achieved:

• Streamlined Investor Management: Centralised platform reduced manual workloads and improved data accuracy.
• Enhanced Investor Relationships: Personalised, timely engagement fostered greater trust and confidence among investors.
• Improved Decision-Making: Actionable analytics empowered the team to make data-driven strategic choices.
• Scalability: The CRM supported a significant increase in investor registrations without compromising efficiency.
• Stronger Advocacy: The system’s alignment with the Fund’s environmental mission reinforced its commitment to sustainable investment.

“Quywater’s CRM has transformed how we manage investor relationships and scale our mission. We’re now equipped to make an even greater impact in sustainable investing,” said the Investment Director.

This custom CRM solution empowers The Mermaid Fund and Equity Vision Ltd to efficiently manage investor relations, drive operational excellence, and advance their environmental investment goals—ensuring continued growth and positive impact in the sustainable finance sector.

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