For venture funds and investment groups optimizing the way they discover, vet, evaluate and secure startup investment opportunities is crucial to their success. To do that they need the appropriate deal flow management tools in place to help them with their specific workflow.
These software solutions enable you to quickly find and prioritize investment opportunities and allow your team to act regarding potential investors based on their own requirements. These software solutions make it easy to stay current with the latest information about possible opportunities and how they are moving in the pipeline, so that no opportunity is missed.
It’s difficult to manage deal flow, so it is recommended to use a system that lets you share your access with other partners and stakeholders. This will ensure that your team is supplied with the resources necessary to assess startups and has more eyes on potential partners.
Some of the best deal flow management tools provide a variety of features to help improve efficiency, such as sharing and collaborating documents in a secure environment (like iDeals and Altvia) as well as project management and tracking progress. Others, like Metabeta, provide a specialized pipeline for email automation as well as mentor matching, startup updates, a diligence checklist, and more.
Affinity is a platform that is driven by relationships that aids capital markets firms contextualize their relationships and act using the most complete and up-to-date information. The unique unified CRM platform provides the potential of relationship intelligence along with deal diligence, sourcing, and integration. It is the best choice to manage processes involving LPs like fundraising and capital deployment, as well as monitoring portfolios and improving LP loyalty.