For venture funds and investment groups optimizing the way they search assess, vet and secure investment opportunities for startups is essential to their success. To achieve this they need the right deal flow management tools in place to aid their particular workflow.
These software solutions enable you to quickly find and prioritize investment opportunities. They also allow your team to act with respect to potential prospects based upon their own criteria. They also make it simple to stay up-to-date with the most recent information regarding opportunities and their progress within the pipeline so that no opportunity slips into the wrong hands.
The management of deal flow is no small undertaking, therefore it is essential to implement an application that lets you share access with partners as well as other parties involved in the process. This will ensure that your team has the resources to evaluate startups successfully that include more eyes and ears to potential clients.
Some of the most effective tools for managing deal flow also provide various other features that can help improve efficiency. These include collaboration and sharing of documents in a safe environment (like iDeals or Altvia) and monitoring progress, project management and tracking the progress. Metabeta is another tool that can provide a specific pipeline, which includes email automation and mentor match startup updates checklists for diligence, and more.
designed to facilitate relationship-driven dealmaking Affinity assists capital markets firms establish relationships in a context and act with the most current, accurate information. The unique unified CRM platform offers the ability to use relationship intelligence in conjunction with deal sourcing, diligence and integration. It is perfect for managing LP-facing tasks such as fundraising, the deploying of capital, monitoring portfolios, and improving LP’s loyalty.