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.
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.
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.
Before Vessel
Investor contacts stored across Excel, V cards, and email
Manual tracking of events and post-meeting follow-ups
Duplicate outreach from different team members
Business cards and scattered documents post-event
Data entry and repetitive tasks across the team
After Vessel
Centralized, searchable CRM accessible to the full team
QR-code-based introductions and real-time engagement tracking
Clear ownership and communication history per contact
Instant access to NDAs, teasers, and booking links via Vessel
Automated contact capture and document distribution
QR-code-based investor onboarding at events
A centralized, cross-team CRM that reflects shared relationship goals
Automated, intelligent follow-ups post-intro
A centralized, cross-team CRM that reflects shared relationship goals
Fast, hands-on 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
