The success of venture funds and investment companies depends on their ability to identify, vet, and evaluate and secure investment opportunities for startups. To do this they need the right deal flow management tools to support their specific workflow.
These software solutions enable you to quickly recognize and prioritize investment opportunities and enable your team to act with respect to potential prospects based upon their individual criteria. They also make it easy to keep up-to-date with most current information about opportunities and their advancement within the pipeline so that no opportunity slips through the cracks.
Managing deal flow is no easy task, which is why it’s crucial to utilize a system that allows you to share information with partners and other stakeholders involved in the process. This will ensure that your team is supplied with the resources needed to analyze startups and has more eyes on potential customers.
Some of the best tools to manage deal flow also provide a range of other options that can increase efficiency. They include collaboration and sharing documents in a safe environment (like iDeals or Altvia), monitoring progress, project management and track the progress. Metabeta is a different tool that provides a customized pipeline, which includes email automation mentor match, startup updates, diligence checklists, and more.
designed to facilitate relationship-driven dealmaking Affinity assists capital markets firms establish relationships in a context and act on the basis of always-up-to-date, complete information. Its unique, unified platform for CRM offers relationship intelligence with deal sourcing, diligence, and integration. It is the perfect solution to manage processes involving LPs such as fundraising and deploying capital, tracking portfolios and improving LP loyalty.
