The right software can help streamline processes and assist venture capitalists in closing deals more quickly. Specific goals and a thorough evaluation of current systems, workflows and pain points are essential to a successful software implementation.
Software designed for VC firms help them manage their portfolios and track performance and make it easier to communicate with investors. There are a myriad of options to choose from. This article provides a list of the top choices that can help you choose the best solution for your company.
Fundwave: This cloud-based service provides fund administration, portfolio management, and tools for reporting on investor performance. It makes it easier to manage complex investment and investment management processes to ensure that VC firms are able to concentrate on generating profits for investors.
Calendly: This scheduling software allows VC professionals set up meeting times that are convenient for everyone, cutting down on the time wasted in re-inforcing emails. It also comes with features such as easily shareable availability links as well as integrated analytics to manage meeting funnels. Clara is a similar product, offers additional features including the ability to integrate email with team members and allow them to display their calendars on meetings.
Affinity: This automated relationship intelligence CRM was designed specifically for VC firms’ sophisticated process of deal-making and long, multi-round deal cycles. Its proprietary algorithms evaluate each connection and find a more efficient way to take advantage of new opportunities, ensuring that the entire team is aware of existing and potential opportunities.
PitchBook is another well-known VC solution, as it gives insight into venture pre-money values. Navatar is a traditional CRM used by financial service companies to manage pipelines and to map relationships. Clearbit is a business intelligence tool that supercharges deal sourcing with lead enrichment and visit our website API customized.