The success of venture funds and investment groups is contingent on their ability find, vet, assess and secure startup investment opportunities. To do that they require the best deal flow management tools in place to support their specific workflow.
These software solutions allow you to quickly spot and prioritize investment opportunities and allow your team to take action regarding potential investors based on their individual criteria. These software solutions make it easy to stay current with the most recent information regarding potential opportunities and how they are developing through the pipeline, ensuring that there is no chance missed.
It’s difficult to manage deal flow, therefore you should consider an approach that allows you to share your access with other partners and stakeholders. This will ensure that your team has the resources to effectively evaluate startups as well as more eyes and ears on potential customers.
Some of the top deal flow management software tools offer a variety of tools to improve efficiency, such as sharing and collaborating on documents in a safe environment (like iDeals and Altvia) managing projects and tracking the progress. Other tools, like Metabeta provide a specific process for automating email, mentor matching, startup updates and a checklist for diligence, and more.
designed to facilitate relationship-driven dealmaking Affinity helps firms in capital markets contextualize relationships and act on the basis of always-up-to-date, complete information. Affinity’s unique CRM platform gives what is due diligence data rooms the power of relationship intelligence, in addition to deal sources, diligence and integration. It is the best choice to manage LP-facing processes such as raising capital, deploying capital, monitoring portfolios, and increasing LP loyalty.