Person
Person

How Namakor uses Vessel to turn events into relationships and scale investor engagement

Person
Person

How Namakor uses Vessel to turn events into relationships and scale investor engagement

“Vessel is a game changer for trust and for building relationships.”

— Audrey Chiniara, VP Business Development, Namakor

Namakor is a private equity firm with operations across Canada and the U.S., investing in industrial and manufacturing companies and scaling them cross-border. The firm is known for long-term partnerships, operational discipline, and a people-first philosophy—but behind the scenes, its investor management systems needed a major upgrade.

Vessel helped Namakor replace fragmented tools and manual workflows with a centralized system designed to scale both investor relationships and deal sourcing.

Use case 1: Transforming event-based fundraising into scalable investor workflows

Problem

Namakor attends dozens of investor and deal sourcing events each year. But turning those conversations into concrete relationships was difficult. Business cards and PDFs got lost. Follow-ups were inconsistent. And investors were often contacted twice by different team members.

Solution

With Vessel, Namakor now:

  • Shares custom introduction pages via QR codes at events

  • Tracks engagement and document access post-event

  • Uses a centralized database to prevent redundant outreach

  • Converts first meetings into structured follow-ups with one-click scheduling and preloaded documents

Impact

Namakor has gone from event overwhelm to post-event precision—turning every handshake into a trackable, scalable investor journey.

When someone scans our QR code, they get our NDA, fund teaser, and my meeting link—instantly. No more business cards. No more missed connections.”

Use case 2: Consolidating scattered contacts into a centralized investor CRM

Problem

Before Vessel, Namakor's investor data lived in a mix of Excel files, email threads, and V cards—often duplicated and siloed across the team. That made it hard to track ownership, share context, or plan coordinated outreach.

Solution

Vessel gave Namakor a secure, collaborative CRM where all team members can:

  • See who has engaged with which investor

  • Assign ownership and follow-ups

  • Store documents and notes in one place

  • Filter contacts by location, stage, or interest

Impact

The whole team now operates from a single source of truth. Investor relationships are smarter, more coordinated, and no longer dependent on individual memory.

Before Vessel, we were still writing contacts by hand. Now we build long-term relationships inside a system that reflects our values.”

Use case 3: Streamlining internal workflows and reducing manual work

Problem

Namakor’s team was spending too much time updating spreadsheets, cleaning contact lists, and trying to keep track of who said what to whom.

Solution

With Vessel, investor data is automatically updated, filtered, and structured. The firm now uses automation to:

  • Track document opens and link engagement

  • Reduce duplication of outreach

  • Prepare ahead of investor meetings with full visibility into history

Impact

The fundraising and BD process is now smoother, more strategic, and far more efficient. The CEO’s adoption of Vessel has also brought stronger alignment across leadership.

“Vessel unlocked my CEO’s love for technology. It made scaling feel less overwhelming and more exciting.”


Why Namakor recommends Vessel

They’re yes-people. Optimistic, patient, and solution-oriented. The product is great, but the partnership is even better.”

Fast and seamless onboarding:

  • A visual, user-friendly interface that clicked immediately with the team

  • Tech support that actually feels human

  • Alignment between Vessel’s roadmap and Namakor’s vision for scalable, relationship-first fundraising

“We’ve checked off more to-do items than we thought possible. Vessel made that happen.”

Overview

Québec-based private equity firm investing in industrial and manufacturing businesses across North America. Focused on cross-border growth, operational excellence, and founder-friendly transitions.

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