The success of venture funds and investment companies is contingent on their ability identify, vet, evaluate and secure investment opportunities in startups. To do that they need the appropriate deal flow management tools to facilitate their particular workflow.
These software solutions enable you to quickly spot and prioritize investment opportunities. They also enable your team to act with respect to potential prospects based upon their own criteria. They also allow you to keep up-to-date with most recent information on opportunities and their progress within the pipeline so that no opportunity is missed off the radar.
Controlling deal flow is no easy task, which is why it is essential to implement an application that lets you share access with partners and other participants in the process. This ensures that your team is equipped with the resources to effectively evaluate startups, including more eyes and ears on potential customers.
Some of the most effective tools to manage deal flow also provide several other features that can improve efficiency. These include collaboration and sharing documents in a secure setting (like iDeals or Altvia) monitoring progress, managing projects and tracking progress. Other tools, such as Metabeta provide a specific pipeline for automated email as well as mentor matching, updates on startup processes and a checklist for diligence, and much more.
Built for relationship-driven dealmaking, Affinity assists firms involved in capital markets understand relationships and make decisions based on the basis of always-up-to-date, complete information. Its unique unified CRM platform gives the ability to use relationship intelligence in conjunction with deal source, diligence and integration. It is a great choice for managing processes that affect LPs like fundraising and deploying capital, monitoring portfolios and increasing LP loyalty.
