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For venture funds and investment groups optimizing how they search evaluate, vet, and secure startup investment opportunities is vital to their overall success. To do this, they must have the right deal management tools in place to support their particular workflow.
These software solutions allow you to quickly spot investment opportunities and prioritize them. They also empower your team members to take action on prospects based upon their own criteria. They also allow you to keep track of the most recent information regarding opportunities and their advancement within the pipeline so that there is no chance to slip by the wayside.
It’s difficult to manage deal flow, so it is recommended to use a system that allows you to share your information to other stakeholders and partners. This will ensure that your team is armed with the tools needed to evaluate startups and has more eyes on potential customers.
A few of the best tools to manage deal flow also provide a range of other options that can increase efficiency. These include collaboration and sharing of documents in a safe setting (like iDeals or Altvia) and tracking progress, project management and track progress. Metabeta is a different tool that has a unique pipeline, with features like email automation, mentor match, startup updates checklists for diligence, and more.
Affinity is a platform that is driven by relationships that assists capital markets firms understand their relationships and act with the most accurate, up-to-date information. Its unique platform that is unified for CRM offers relationship intelligence with deal sourcing, diligence, and integration. It is perfect for managing LP-facing tasks such as fundraising, the deploying of capital, evaluating portfolios, and encouraging LP loyalty.