Deal Flow Management Software for Venture Funds and Investment Groups

For venture funds and investment companies optimizing the way they locate analyze, vet, and secure investment opportunities in startups is vital to their success. To do that they require the best deal flow management tools to facilitate their particular workflow.

These software solutions enable you to quickly find and prioritize investment opportunities and allow your team to take action on potential investments based on their own criteria. They also make it easy to keep up with the most current information about opportunities and their progress within the pipeline, so that no opportunity slips off the radar.

The management of deal flow is no easy task, which is why it is essential to implement an virtual data rooms offering scalable business solutions application that lets you share information with partners and other parties involved in the process. This will ensure that your team is equipped with the resources necessary to evaluate startups and has more eyes on potential customers.

Some of the top deal flow management tools also provide a range of additional tools to improve efficiency, like sharing and collaborating documents in a safe environment (like iDeals and Altvia) as well as project management and tracking the progress. Other tools, like Metabeta provide a custom process for automating email as well as mentor matching, updates on startup processes and a checklist of diligence and more.

Built to support relationship-driven dealmaking Affinity assists firms involved in capital markets contextualize relationships and act on the basis of always-up-to-date, complete information. The unique unified CRM platform gives the power of relationship intelligence, in addition to deal sourcing, diligence and integration. It is ideal to handle LP-related tasks such as fundraising, the deploying of capital, monitoring portfolios, and encouraging LP loyalty.