The success of venture funds and investment companies is contingent on their ability identify, vet, evaluate and secure investment opportunities in startups. To do this they need the appropriate deal flow management tools to aid their particular workflow.

These software solutions enable you to quickly find and prioritize investment opportunities. They also enable your team to take action on prospects based on their own requirements. These software solutions allow you to keep up-to-date with the latest information on potential opportunities and how they are progressing through the pipeline, ensuring that no opportunity is left unnoticed.

Managing deal flow is no easy task, which is why it’s important to use a system that allows you to share access with partners as well as other participants in the process. This ensures that your team is equipped with the resources to be able to evaluate startups effectively, including more eyes and ears on potential customers.

Some of the top tools to manage deal flow also include several other features that can help improve efficiency. These include collaboration and sharing of documents in a secure setting (like iDeals or Altvia) and monitoring progress, managing projects and track the progress. Others, like Metabeta provide a custom pipeline for email automation, mentor matching, updates for startup and a checklist of diligence and much more.

Affinity is a platform that is driven by relationships that aids capital markets firms understand their relationships and act on the most comprehensive, up-to date information. The unique unified CRM platform combines the power of relationship intelligence, in addition to deal sources, diligence and integration. It is ideal to manage LP-related tasks like fundraising, deploying of capital, monitoring portfolios, and increasing LP’s loyalty.

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